Question Intel's future after Pat Gelsinger

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Saylick

Diamond Member
Sep 10, 2012
3,866
8,969
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Pat was spending money he didn't have in hopes of beating TSMC. LBT is going to aggresively cost cut and make the company profitable, even if it means being uncompetitve for the forseable future. He's the Intel version of Rory Read.
Makes sense. Hire a person whose job is to stop the leak and stabilize the ship, then hand it off to a younger CEO who can take on more risk and make big bets. LBT is 65 years old. I highly doubt he'll be the Lisa Su of Intel.
 
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moinmoin

Diamond Member
Jun 1, 2017
5,203
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Unified Core is like 2029 so earlier.
That's not initiated by changes of staff pushed through by LBT (Rory Read first assembled a new leadership, and only his successor Lisa Su cut back roadmaps even further to focus on Zen). But yeah, let's see if unified core comes to fruition by 2029 and how Intel's leadership looks by that point.
 
Jul 27, 2020
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Well I'm gonna go with the Read special of "feeding graphics people to the woodchipper".
After the better than expected sales of B580? Don't think so.

Intel needs a GPU they can sell in a bundle to laptop makers. They absolutely need it to cut out AMD and Nvidia from their share of the laptop market. They wouldn't dare slay their golden goose before it's even begun to lay the golden eggs.
 
Jul 27, 2020
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HuesToo4

Member
Feb 23, 2025
25
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Seems like Intel will be running closer to a skeleton crew for the next couple of years. Would be interesting to see how this would affect Intel foundries possible JV through TSMC, or if he's not planning on entertaining it.
 

Ghostsonplanets

Senior member
Mar 1, 2024
773
1,227
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After the better than expected sales of B580? Don't think so.

Intel needs a GPU they can sell in a bundle to laptop makers. They absolutely need it to cut out AMD and Nvidia from their share of the laptop market. They wouldn't dare slay their golden goose before it's even begun to lay the golden eggs.
B580 loses money for them

Intel discrete GPU efforts can be safely axed to save money. They'll need to retain GPU IP development and integration talent for SoC competitiveness and AI efforts scale out under Lip-Bu Tan.
 

poke01

Diamond Member
Mar 8, 2022
3,382
4,625
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This is best choice Intel board made.

I don’t care if their dGPUs die for now, as long as the IP continues in the laptop space that’s fine.

Looking forward to Nova Lake
 

Saylick

Diamond Member
Sep 10, 2012
3,866
8,969
136
It only took 17 pages of this thread for Intel to appoint the new CEO.

17 is an important number. Incredibly lucky. Or catastrophically unlucky.

By the way, just in time for some nice spring cleaning at Intel
Depending on how much LBT cuts and how long Intel stays in the trenches after that, 17 might be Intel's stock price in the future.
 
Jul 27, 2020
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Depending on how much LBT cuts and how long Intel stays in the trenches after that, 17 might be Intel's stock price in the future.
I'm pretty sure that the only ones who need to fear him are the non-technical managers.

So what do you do here?
A long list of this and that.
So basically nothing of any value?
That's not true.
OUT!
 

inquiss

Senior member
Oct 13, 2010
352
527
136
Yes.

no. More like they won.
Thank you. So small core won. And they'll make big cores. Does this mean the old big team in Israel is cut? Anyone else? I don't really know which teams did what. I assumed they had two big core teams and one small core. So I'm also asking if two teams got cut (Israel and a USA one?) or if Israel was the only big core team.
 
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