News Intel 2Q24 Financial Results

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NTMBK

Lifer
Nov 14, 2011
10,338
5,405
136

cebri1

Senior member
Jun 13, 2019
373
405
136
I don't think can compete with NVIDIA and AMD in the space anyway. If I were them I'd try to released consumer and pro products with a lot of RAM so that is appealing for AI enthuast at home. And try to build a community that may help you when you try to move to higher level. Ofc right now the focus cannot be on a market where you are at such disadvantage and with close to zero market share.
 

adroc_thurston

Diamond Member
Jul 2, 2023
3,793
5,489
96
Intel and giving up on HPC GPUs, name a more iconic duo
This is a bit extra hilarious, since
I don't think can compete with NVIDIA and AMD in the space anyway
They've been trying to enter and corner ML training market since 2016 and their acquisition of Nervana.
A bunch of Nervana products (very dead), then GPGPU stuff (also very dead!), then Habana, then back to GPGPU stuff and now again, all dead.
Delightfully schizophrenic ability of not being able to focus and commit to a single roadmap (granted, PVC being an utter and absolute trainwreck didn't help either).
AI enthuast at home
Who
And try to build a community that may help you when you try to move to higher level
They do not have the money for vanity s/w efforts anymore.
 

NTMBK

Lifer
Nov 14, 2011
10,338
5,405
136
This is a bit extra hilarious, since

They've been trying to enter and corner ML training market since 2016 and their acquisition of Nervana.
A bunch of Nervana products (very dead), then GPGPU stuff (also very dead!), then Habana, then back to GPGPU stuff and now again, all dead.
Delightfully schizophrenic ability of not being able to focus and commit to a single roadmap (granted, PVC being an utter and absolute trainwreck didn't help either).
And that's skipping the decade of Larrabee Xeon Phi failure
 

gdansk

Diamond Member
Feb 8, 2011
3,276
5,186
136
It sounds like Pat is still obsessed with Larrabee and wants to see the idea return. I don't see this turning out well for Intel...
It's where all the growth is. If only the CEOs before had been as obsessed maybe they could have done something other than PVC. Xeon Phi had added neural net instructions a decade ago and had a large memory capacity, it was genuinely on the right track.
 
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jpiniero

Lifer
Oct 1, 2010
15,365
5,884
136
It's where all the growth is. If only the CEOs before had been as obsessed maybe they could have done something other than PVC.

That was why they bought Nervana and then Habana. Nobody cared.

TBF, it's not entirely clear that people buying AMD are even using them for anything beyond selling AI hype to "Investors".
 

gdansk

Diamond Member
Feb 8, 2011
3,276
5,186
136
That was why they bought Nervana and then Habana. Nobody cared.

TBF, it's not entirely clear that people buying AMD are even using them for anything beyond selling AI hype to "Investors".
Nobody cared at the time. But had they continued developing Xeon Phi they would have had a product, like MI, that could have been iterated into a ML accelerator by now. And it would have had some pre-existing soft support.

Leaving ML now is prudent but it is forced move. Leaving ML ten years ago was also prudent at the time but in retrospect left them unable to pivot to compete with measly AMD nor even approach Nvidia.
 

DrMrLordX

Lifer
Apr 27, 2000
22,184
11,890
136
Nobody cared at the time. But had they continued developing Xeon Phi they would have had a product, like MI, that could have been iterated into a ML accelerator by now. And it would have had some pre-existing soft support.
Oddly enough, products like Sierra Forest etc. seem like semi-successors to Phi. All they're missing are AVX512 and quad SMT.
 

Doug S

Platinum Member
Feb 8, 2020
2,888
4,912
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Ooooh crikey, they surrendered the GPGPU race. That's bad. Like real bad.

Yeah Intel "surrendered" the GPGPU race in the same way I've surrendered in the NYC marathon.

Intel's GPU efforts have been plagued by software/driver issues since the early days. They have a (not great but) credible iGPU, and every time they've tried to move beyond that into big boy territory it has been a joke. Giving up in a race where the leaders were so far ahead you can't even see them is not "surrender", its admitting reality.

Intel no longer has the luxury of pouring billions into projects with zero certainty of commercial success. They have to make the hard decisions, and as hard decisions go this is an easy one.

You want to see some other hard decisions? They need to divest Altera and Mobileye. Intel needs to focus on what's important, not the forever niche idea of FPGAs in servers and a long term play in autonomous vehicles. They need the capital those would free up more than they need to own either.
 

Doug S

Platinum Member
Feb 8, 2020
2,888
4,912
136
It's where all the growth is. If only the CEOs before had been as obsessed maybe they could have done something other than PVC. Xeon Phi had added neural net instructions a decade ago and had a large memory capacity, it was genuinely on the right track.

Yes that's where all the growth is today, but holding onto a product you want to believe will maybe possibly be competitive a few years from now doesn't get you a piece of that growth. It maybe possibly gets you a piece of it a few years from now - but only if the world hasn't moved on by then!

Honestly if Intel was interested in that market instead of trying to build something themselves in the same old way as Nvidia they would have been better off to have acquired a startup doing things differently like Cerebras or Groq. Either/both are the only companies with a chance of hell of catching Nvidia, but they have been under resourced especially from an ecosystem standpoint. Who knows what either could have done if they had Intel's full backing (I don't know either, this is just a hypothetical, but I think it is safe to say they would have done a helluva lot more than whatever Intel's latest GPGPU product name of the year is)
 

jpiniero

Lifer
Oct 1, 2010
15,365
5,884
136
Oh it just dawned on me what's going to happen.

Intel will fully spin off the fabs, and sell most of it to Private Equity and then IPO it. PE will do what they do, and maybe Intel can sucker some "Investors" with the IPO.

The Foundry will implode as it will be saddled with all the debt and no customers (since Intel will eventually move all their products to TSMC and/or Samsung).

Maybe the US Gov will bail it out if there is any point.
 

adroc_thurston

Diamond Member
Jul 2, 2023
3,793
5,489
96
Intel's GPU efforts have been plagued by software/driver issues since the early days
Well that doesn't really apply to their GPGPU efforts.
OneAPI was ok.
Giving up in a race where the leaders were so far ahead you can't even see them is not "surrender", its admitting reality.
No, it's definitely surrender, they've been trying to enter ML training market since before AMD reanimation. It's been a long ass trainwreck, in case you've missed it.
 

linkgoron

Platinum Member
Mar 9, 2005
2,459
1,035
136
Yeah Intel "surrendered" the GPGPU race in the same way I've surrendered in the NYC marathon.

Intel's GPU efforts have been plagued by software/driver issues since the early days. They have a (not great but) credible iGPU, and every time they've tried to move beyond that into big boy territory it has been a joke. Giving up in a race where the leaders were so far ahead you can't even see them is not "surrender", its admitting reality.
They just brought the wrong leadership for the project. However, even when they brought in people with good credentials like Jim Keller, instead of listening to them they just made the leave. Well, look where they are now.
Intel no longer has the luxury of pouring billions into projects with zero certainty of commercial success. They have to make the hard decisions, and as hard decisions go this is an easy one.
They should have made the hard decisions way earlier, they surely knew where they're headed. The writing was on the wall years ago.
You want to see some other hard decisions? They need to divest Altera and Mobileye. Intel needs to focus on what's important, not the forever niche idea of FPGAs in servers and a long term play in autonomous vehicles. They need the capital those would free up more than they need to own either.
Yes, I'm not sure why they're keeping Mobileye, however they've already cut some stuff like Lidar development.
 
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adamge

Member
Aug 15, 2022
92
177
76
It's where all the growth is. If only the CEOs before had been as obsessed maybe they could have done something other than PVC. Xeon Phi had added neural net instructions a decade ago and had a large memory capacity, it was genuinely on the right track.

This reminds me of a topic that hasn't been in the Anandtech news lately: Aurora.

Did Aurora ever complete hardware install? Is it running production code, or still in system development mode?
 

DavidC1

Golden Member
Dec 29, 2023
1,211
1,932
96
Intel and giving up on HPC GPUs, name a more iconic duo
What about the fact that Falcon Shores was recently said to be on TSMC N3?

Remember FS was supposed to be on "angstrom era process"? What does that tell you about their 18A process?

Nothing much about the company inspires confidence nowadays. Sure you have Lunarlake, which doesn't have a direct successor. Maybe the E core team, if the whole of the company survives.
 

JustViewing

Senior member
Aug 17, 2022
225
408
106
Here is a question, have we reached a point where what we have is good enough for 95% of the market? If so, there is little incentive for general public to buy the new shiny thing even the relative performance is high. Majority of general purpose software is not limited my modern hardware, and many use cloud based software. It would take few years for software to catch up to the current hardware. What I am trying to say is, Intel (and AMD) have to find different market/target for new CPUs. Otherwise they won't able cover the R&D and manufacturing cost.

Having said that, personally I want more than 16 cores(p-cores) in desktop .
 
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NTMBK

Lifer
Nov 14, 2011
10,338
5,405
136
Here is a question, have we reached a point where what we have is good enough for 95% of the market? If so, there is little incentive for general public to buy the new shiny thing even the relative performance is high. Majority of general purpose software is not limited my modern hardware, and many use cloud based software. It would take few years for software to catch up to the current hardware. What I am trying to say is, Intel (and AMD) have to find different market/target for new CPUs. Otherwise they won't able cover the R&D and manufacturing cost.

Having said that, personally I want more than 16 cores(p-cores) in desktop .
Most people want a thin and light laptop (that they can also plug into a monitor and keyboard if needed), efficient enough to last an entire day of work on battery power, with enough performance to handle anything they can throw at it. I'd say we're close, but not quite at that point yet- certainly not at affordable price points. Give it another five years or so and we'll be there.
 

FlameTail

Diamond Member
Dec 15, 2021
4,238
2,593
106
Most people want a thin and light laptop (that they can also plug into a monitor and keyboard if needed), efficient enough to last an entire day of work on battery power, with enough performance to handle anything they can throw at it. I'd say we're close, but not quite at that point yet- certainly not at affordable price points. Give it another five years or so and we'll be there.
The thing you speak of exists in the Apple ecosystem.
 
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