Discussion Intel's past, present and future

[Schmide]

She is talking trash about x86: https://www.aheadcomputing.com/post/a-seismic-shift-in-the-computing-ecosystem-brings-opportunity

Goes to show how much she is hurt by what Pat did to her. She's gonna take on x86 with a vengeance.

She was a bit deterministic without quantification.

The decline of x86 will be slow but certain.

I know you're hyping your new venture, but nothing is ever certain. Always speak in inequalities. Even if you're 100% certain. It makes you look less logical and more whimsy.

 

[Panino Manino]

Is Trump really a triple agent of both Xi and Putin?? Crazy times we living...

Ok back to topic, I think intel has no future 🤣

Every time I stop to see some news about Intel, somehow the situation got worse.
I have the feeling that everyone is talking in a tone of acceptance, that soon Intel is break, and I don't know what to think... how could things turn out like this in 10 years? I was glad seeing AMD recover and beat Intel, but I wasn't hopping that Intel would be able do endure and would eventually vanishing.

Is it even possible for the market to lose Intel?
What would happen with the x86 market? Others would rush to abandon it to change for ARM and RiscV?

 

[Thunder 57]

Is it even possible for the market to lose Intel?
What would happen with the x86 market? Others would rush to abandon it to change for ARM and RiscV?

It's not going anywhere, at least not for awhile. To much software. I wouldn't be surprised if AMD is modernizing K12 or something new just in case x86 fails though.

 

[igor_kavinski]

I wouldn't be surprised if AMD is modernizing K12 or something new just in case x86 fails though.

AMD Sound Wave APU (rumored)

 

[DZero]

It's not going anywhere, at least not for awhile. To much software. I wouldn't be surprised if AMD is modernizing K12 or something new just in case x86 fails though.

The issue is that... SW will get outdated and attacks will be likely to increase.
And while AMD prepares ARM, nVIDIA is putting money on RISC-V

 

[Thunder 57]

The issue is that... SW will get outdated and attacks will be likely to increase.
And while AMD prepares ARM, nVIDIA is putting money on RISC-V

Isn't Nvidia putting it's money on ARM with N1X?

 

[511]

Isn't Nvidia putting it's money on ARM with N1X?

N1X CPU is done by Mediatek

 

[511]

The founders there prob spent a good bit of their own money, and their job security, to work on an architecture that was so bad that you struggled to understand why it got greenlit?

Yes? It was not financially viable with their early estimate and it doesn't make sense to have 10mm2+ core on 18A/N3 and the IPC improvement is negated by frequency improvements.

She is talking trash about x86: https://www.aheadcomputing.com/post/a-seismic-shift-in-the-computing-ecosystem-brings-opportunity

Goes to show how much she is hurt by what Pat did to her. She's gonna take on x86 with a vengeance.

She is hurt by the fact that intel didn't allow changes to x86 to make it more modern ISA and get rid of legacy stuff

That makes no sense. Royal Cove was not an E-core.

But Unified Core is the core that is destined to take the place of Royal Core and E core team is leading that. Pat had two option Royal or E core based unified core he choose unified

 

[fastandfurious6]

amd keeps going regardless..... intel has been DOA since zen 2... we're near zen 6 now

 

[511]

amd keeps going regardless..... intel has been DOA since zen 2... we're near zen 6 now

 

[fastandfurious6]

watch the news, is it still alive? hehe

 

[511]

watch the news, is it still alive? hehe

i have not seen any news of Intel going bankrupt

 

[igor_kavinski]

i have not seen any news of Intel going bankrupt

Don't tempt me into buying Intel stock. My financial decisions usually end up having disastrous results

 

[yottabit]

View attachment 128532

Unlike “PCs are dying” and “x86 is dying”, Intel is looking a lot more dead than they were when Zen 2 launched. Maybe terminally ill is a better descriptor.

It’s largely self-inflicted though.

 

[511]

Unlike “PCs are dying” and “x86 is dying”, Intel is looking a lot more dead than they were when Zen 2 launched. Maybe terminally ill is a better descriptor.

they need another 10nm to look dead and have less than 50% market share across x86

It’s largely self-inflicted though.

ofc starting otlenni

 

[Win2012R2]

they need another 10nm to look dead and have less than 50% market share across x86

By revenue they might reach that by end of 2026, and quantity they might pick up from selling Celerons to 3rd world countries

 

[511]

By revenue they might reach that by end of 2026, and quantity they might pick up from selling Celerons to 3rd world countries

It's going to be upward trend sadly for you as they ramp Xeon 6 and PTL/NVL Cause the thing that's hampering their balance sheet is Intel 7 irony

 

[Win2012R2]

as they ramp Xeon 6

Xeon 6 was launched almost a year ago - 24 Sep 2024, and you talking about ramping it?

 

[511]

Xeon 6 was launched almost a year ago - 24 Sep 2024, and you talking about ramping it?

Yes DC Processor takes time to ramp they are still increasing production volume for Xeon 6. The Xeon 6 launched were from Oregon Dev Fab they recently started the ramp in Ireland in March.

[News] Intel Plans to Shift 3nm Production to Ireland in 2025, Expands Advanced Manufacturing in Europe | TrendForce

Intel’s new CEO, Lip-Bu Tan, has reaffirmed the company’s commitment to reviving its foundry business, and new plans regarding advanced node productio...

www.trendforce.com

 

[Win2012R2]

Yes DC Processor takes time to ramp they are still increasing production volume for Xeon 6. The Xeon 6 launched were from Oregon Dev Fab they recently started the ramp in Ireland in March.

Paper launch then?

Traditionally in the last 10 years they were quietly selling new stuff to hyperscalers 6-9 months earlier, and "launch" only when that is done and there is stock available for mere mortals.

Either way it did not look to me competitive against Epyc 9005, prices for which seem to be finally settling at reasonable levels

 

[511]

Paper launch then?

nope the D1X was supporting Xeon 6 till Ireland comes online than it was transfered from Oregon to Ireland every Intel node worked like that for years

Either way it did not look to me competitive against Epyc 9005, prices for which seem to be finally settling at reasonable levels

9755 vs 6980P is very close

CPU2017 Integer Rate Result: New H3C Technologies Co., Ltd. H3C UniServer R3900 G7 (Intel Xeon 6980P)

CINT2017 result for H3C UniServer R3900 G7 (Intel Xeon 6980P); SPECrate2017_int_base: 1230; SPECrate2017_int_peak: Not Run

www.spec.org

CPU2017 Integer Rate Result: New H3C Technologies Co., Ltd. H3C UniServer R3350 G7 AMD EPYC 9755

CINT2017 result for H3C UniServer R3350 G7 AMD EPYC 9755; SPECrate2017_int_base: 1360; SPECrate2017_int_peak: 1390

www.spec.org

as for prices when was the last time you checked?

 

[DZero]

amd keeps going regardless..... intel has been DOA since zen 2... we're near zen 6 now

Nope. Alder Lake brought Intel back. Is Raptor who destroyed Intel reputation.

 

[511]

Nope. Alder Lake brought Intel back. Is Raptor who destroyed Intel reputation.

Arrow Lake made it worse if only they handled Raptor Lake scenario better it could have been avoided

 

[DAPUNISHER]

Arrow Lake made it worse if only they handled Raptor Lake scenario better it could have been avoided

Indeed. As I commented at the time; had they handled it the way Microsoft handled the 360 RROD fiasco, things would have turned out much better.

Do you guys think that private equity is the biggest threat now? I look at what they are doing, and it checks most of the boxes for vulture capitalism 101.

 

[511]

Do you guys think that private equity is the biggest threat now? I look at what they are doing, and it checks most of the boxes for vulture capitalism 101.

For Intel? the biggest threat is their balance sheet plus lack of external revenue for IFS.