"I just confirmed that Raja Koduri will in fact be going to work at Intel." - Ryan Shrout. Twitter

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maddie

Diamond Member
Jul 18, 2010
4,787
4,771
136
AMD is worth a lot more as CPU and GPU parts, than a standalone company at $11b current market cap. Intel spent $16b on Altera and $15b on MobilEye, trying to catch up up to GPUs. RTG with actual GPUs is worth at least $10b to them. CPU team is probably worth ay least $10b standalone, given duopoly pricing power and increased competitiveness.
Not doubting you but I have it. Sell 1/2 RTG to Intel.
 

Phynaz

Lifer
Mar 13, 2006
10,140
819
126
I'll bet I could retire on just his signing bonus. Intel hasn't made a SEC filing on his shares yet, probably won't until January depending upon when his employment starts.
 

Dayman1225

Golden Member
Aug 14, 2017
1,153
982
146
I'll bet I could retire on just his signing bonus. Intel hasn't made a SEC filing on his shares yet, probably won't until January depending upon when his employment starts.
His employment starts in early December according to Intel
 

USER8000

Golden Member
Jun 23, 2012
1,542
780
136
It sounds like lawsuits are brewing for Raja and Intel. This move doesn't appear to have been pre approved.

Actually looking at the Reddit thread on it,it seems it was journalists making it up for sensationalism:

https://www.reddit.com/r/Amd/comments/7btvh1/amd_we_also_have_industryleading_graphics_ip_and/

MSNBC is just reposting a story from Fortune which came out yesterday. There is actually no context to their response. Original story:http://fortune.com/2017/11/08/intel-gpu-raja-koduri-amd/

Look at the time the MSNBC story was posted, AMD corporate is not even up yet.

Sounds like journalistic sensationalism.

there is no source from the quote from AMD.so probably seems fake



It's absolutely a big loss and bad news for AMD. Stock share price has dropped more than 7%

The stock price of Intel and Nvidia is also dropping due to the annoucement. Nicked off Overclockers UK forums:

https://s1.postimg.org/1xpk4mbd33/xzvczx.png



As of this time,Intel stocks are down 2%,AMD stocks are down 5% and Nvidia stocks are down 3.5% it appears.

I also like how everyone was slagging off Raja Koduri,but now since he is at Intel it is a "big loss". Wasn't this the same "big loss" when Jim Keller left in 2015 and Zen was doomed according to hardware "experts" on internet forums.

Some of you must have been panicking when Apple shares dropped 70% just because they said they were doing their own GPUs:

https://www.reuters.com/article/us-...ercent-after-apple-ditches-firm-idUSKBN1750HR

I have to say some of the drama is worse than the National Enquirer in the US or the Daily Mail here in the UK.
 
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sirmo

Golden Member
Oct 10, 2011
1,014
391
136
I have mixed feelings on this one. This could be a loss for AMD but it could be a chance at a fresh start as well (AMD is starting to make money so it's not like they can't attract new talent), RTG sure needs a shake up. Discrete GPU division was never a revenue driver for AMD. Nvidia has most to lose out of this deal. AMD at least has a strong CPU, and will no doubt continue to improve its GPU if for anything but for the market where it does stand to gain share. With Intel and AMD against Nvidia it will be hard holding onto that anti consumer CUDA vendor lock in.
 

Atari2600

Golden Member
Nov 22, 2016
1,409
1,655
136
Oh and I don't believe Raja Koduri will achieve as much as many hope with intel. A few reasons:

1. He appears to be a man that can see an endpoint, but not find appropriate intermediate steps on the way. Rome wasn't built in a day. Vega reaches for the moon in some respects, yet the foundations aren't there to make that reach anything but unstable.

2. Leaving AMD for a sabbatical right when the GPU team was deep in brown stuff won't endear him to anyone below, from the next in the management chain down to the lowest worker bee in the office. They'll all remember "when the going gets tough, Raja ___ks off", you don't want to jump in the trenches under that kind of "leadership". Some posts in AMD subreddit already allude to this.

3. With Intel being chipzilla, the expectations will naturally be huge, indeed, we can say now they'll be wholly unrealistic. There was much hype around what Larabee could result in, yet absolutely nothing came out of it for the consumer. Starting at such a (relatively) low base, with a long hard road ahead of it, the graphics department will have to very carefully dampen down all hype so that the executive board don't lose faith when (not if) products don't meet public expectations. Raja does not appear to be someone who can manage those expectations appropriately - this is possibly a result of point (1) - even he expects more than what actually is delivered.


I predict:
- Surprisingly few will leave AMD to go with Raja to Intel.
- Intel will build 2 or 3 discrete GPUs under this initiative - not sure if all will be released to the public.
- All will be utterly underwhelming compared to what media/public expectations have been allowed to build to (which is not entirely Intel's fault, but they will retrospectively wish they had categorically said performance won't be as good as X, Y or Z).
- The Intel board will (once again) shelve plans to get into high-end graphics
- This will all be done before ~ 2021.
 
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SPBHM

Diamond Member
Sep 12, 2012
5,058
410
126
it will be interesting to see what Intel can come up with if they are going to try the discrete graphics market, Intel is used to their dominant position and high margins (well for CPUs, on mobile they were willing to give stuff for free), but against NV/AMD they are going to have a hard time having the absolute best performance and bellow that the market is very competitive, their IGP never looked like the most efficient thing around (in terms of die size/perf I think).

I wonder what is the mood at "RTG" after this, anyway, I can't judge Raja, but I feel like since 2012-2013 AMD GPUs failed to meet the expectations against NV.
 

AnandThenMan

Diamond Member
Nov 11, 2004
3,949
504
126
Intel has a pretty darn good graphics market share for a company that is supposedly the farthest behind.
Intel has zero marketshare for good GPUs and the worst possible reputation among gamers. The only reason Intel has the share they do in GPUs is obviously because they force people to buy them.
 
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slashy16

Member
Mar 24, 2017
151
59
71
This guy isn't Steve jobs so unless he has a team of engineer's ready to join Intel his presence most likely won't see any impact. I'm still surprised to this day that Intel didn't buy ATI when they had the chance. The worst thing to ever happen to PC gaming and graphics was ATI being swallowed up and turned into the nothing-burger it is today.
 

PeterScott

Platinum Member
Jul 7, 2017
2,605
1,540
136
This guy isn't Steve jobs so unless he has a team of engineer's ready to join Intel his presence most likely won't see any impact. I'm still surprised to this day that Intel didn't buy ATI when they had the chance. The worst thing to ever happen to PC gaming and graphics was ATI being swallowed up and turned into the nothing-burger it is today.

The new focus/commitment to graphics at Intel, is what is most important, not that Raja has been given the job of leading it.

Raja isn't that big of a practical gain/loss for either company. It's all the engineers at both companies that will be doing the work.

Though it would be interesting to find out if AMD was unhappy and fired Raja, or if Raja was unhappy and left on his own.
 

Dayman1225

Golden Member
Aug 14, 2017
1,153
982
146
In the Nvidia Q3 Earnings call, JHH said when asked about Intel and Raja

"Raja leaving AMD is a major loss."
"Intel is starting to realize that GPUs are a massive asset."
 
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StinkyPinky

Diamond Member
Jul 6, 2002
6,830
877
126
Sorry if this has been mentioned, but how is this even acceptable? Surely he had a non-compete clause in his contract? He must know all the AMD GPU secrets and inner workings. Usually there is at least a 12 month standown for this type of stuff to prevent exactly that.
 

Dayman1225

Golden Member
Aug 14, 2017
1,153
982
146
Sorry if this has been mentioned, but how is this even acceptable? Surely he had a non-compete clause in his contract? He must know all the AMD GPU secrets and inner workings. Usually there is at least a 12 month standown for this type of stuff to prevent exactly that.
Non Compete Clauses are void and illegal in the state of California.
 
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JustMe21

Senior member
Sep 8, 2011
324
49
91
This is what recent events suggest to me.

Intel will develop high end GPUs for compute purposes.
Intel will utilize AMD graphics for a better than Iris Pro replacement for Apple
This is pure speculation, but I don't think Intel won't bother much with their lower end IGPs and will instead work more to incorporate some compute instruction sets into their processors that will be beneficial to their high end GPUs as well.

I think Intel realized they dropped the ball on compute performance so they need Raja to help them catch up.
 
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slashy16

Member
Mar 24, 2017
151
59
71
Interesting. I do think they can be abused at times, but in this instance I feel it would be warranted.

Knowing\having an idea of how something works is a lot different than having the engineers who developed it and the IP\Patent itself. Even if he left with a bunch of trade secrets it would be years before they were implemented and changed enough to not be considered patent infringement.

This guy's profile picture is hilarious. He looks so happy knowing his cheques from his employer won't be bouncing lol.
 

Ranulf

Platinum Member
Jul 18, 2001
2,408
1,307
136
I don't think they ever warranted. No one should be coerced into giving up the ability to be gainfully employed in the future.


Ever indeed. Yet tell that to judges in the family courts who have had no problem all across the USA forcing people to work in a field against their will to make more money (they're voluntarily underemployed). If the government can force a dentist to work as a dentist even if he decides to flip burgers why not allow the same contracts in the private sector?
 

dahorns

Senior member
Sep 13, 2013
550
83
91
Ever indeed. Yet tell that to judges in the family courts who have had no problem all across the USA forcing people to work in a field against their will to make more money (they're voluntarily underemployed). If the government can force a dentist to work as a dentist even if he decides to flip burgers why not allow the same contracts in the private sector?

What?

Seriously, people need to leave the legal analysis to actual lawyers. It is hilarious to me whenever we get threads with pretend legal experts.

At any rate, non-compete clauses are rarely enforceable even in states that allow them. And, even when enforceable, it is almost always to much lesser degree than actually worded in the clause.
 
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