I was thinking about this myself. Considering the dumpster fire that most of Intel has become, it'd be right on brand to butcher the division.Intel job cuts are coming, targeted at "underperforming products". Do we think the GPU team is going to take a hit?
I hope not (but most likely is), that would be a very dumb move.Intel job cuts are coming, targeted at "underperforming products". Do we think the GPU team is going to take a hit?
What else do you think they can sell off?If they butcher their GPU division, it's over for Intel. If anything it should be more important than ever before. They have bunch of other garbage that they should just sell and just focus on what's actually important.
Altera is on it's way out, obviously not the best time to sell but desperate times. They bought it for $16.7 billion in 2015.What else do you think they can sell off?
With Nvidia and AMD making tons of money off 'AI accelerators,' it's a bad idea to cut the GPU division, unless it's to remove dead weight.
Like it or not client won't survive without competent GPU IP
Do they when competitors have superior products? It would be hard.They do. It's just not good for games.
Plus OEMs only care about AI... for now anyway.
Only in the short term. If you can't survive the ups and downs, then you shouldn't try.They may simply give up on Data Center GPUs... but as I said earlier, it was a bad idea to stay in consumer GPUs once they realized 10 nm wasn't going to cut it.
Intel job cuts are coming, targeted at "underperforming products". Do we think the GPU team is going to take a hit?
I fear Intel is just too late to the AI game to make any impact on where things are shaking out, i.e. Nvidia holding onto the lion’s share with AMD picking up the scraps. But if they publicly axe the GPU division, it’ll send the stock price plummeting even more because it confirms they’ve capitulated on trying to capitalize on the AI boom. I’d argue that if the AI bubble ends up popping, it might benefit Intel because it will reset the GPU playing field a bit and Intel can compete in the consumer GPU space where it’s easier for them to make inroads while also removing the burden of having to satisfy investors since the AI market would have shrunk considerably.With Nvidia and AMD making tons of money off 'AI accelerators,' it's a bad idea to cut the GPU division, unless it's to remove dead weight.
That said, I can see Intel getting their products right just as the AI boom deflates and then they would miss out on the big earnings.
I fear Intel is just too late to the AI game to make any impact on where things are shaking out, i.e. Nvidia holding onto the lion’s share with AMD picking up the scraps. But if they publicly axe the GPU division, it’ll send the stock price plummeting even more because it confirms they’ve capitulated on trying to capitalize on the AI boom.
They have an "AI" product - Gaudi. Nobody cares. Staying in Pro GPUs would make sense if they felt like can could be competitive... but gaming GPUs never made sense.
The Gaudi line is EOL with the current version, there won’t be another one after Gaudi 3. The replacement is Falcon Shores which is GP-GPU based, though they say the Gaudi tech is being merged with it, whatever that means.
As someone that fully believes in AI as a useful tool, I think Nvidia and AMD are leaving a gaping hole in the market. LLMs are very powerful if you prompt them right.I fear Intel is just too late to the AI game to make any impact on where things are shaking out, i.e. Nvidia holding onto the lion’s share with AMD picking up the scraps.
They are gutting/cutting/selling underperforming products, services that have been underperforming for a long time.
Like their GPUs?
Too much strategic value. They can probably cut areas with less strategic values.