Technology

I don't think Lunar lake wasn't a "mistake" so much as it was a reaction. Intel couldn't make a competitive laptop chip to go up against Apple and Qualcomm. (There is a very weird love triangle between the three of them /s.) Intel had to go to TSMC to get a chip to market that satisfied this AI Copilot+ PC market boom(or bust). Intel doesn't have the ability to make a competitive chip in that space (yet) so they had to produce lunar lake as a one off.

Intel is very used to just giving people chips and forcing them to conform their software to the available hardware. We're finally in the era where the software defines what the cpu needs to be able to do. This is probably why Intel struggles. Their old market dominant strategy doesn't work in the CPU market anymore and they've found themselves on the back foot. Meanwhile new devices where the hardware and software are deeply integrated in design keep coming out while Intel is still swinging for the "here's our chip, figure it out for us" crowd.

In contrast to their desktop offerings, looking at Intel's server offerings shows that Intel gets it. They want to give you the right chips for the right job with the right accelerators.

He's not wrong that GPUs in the desktop space are going away because SoCs are inevitably going to be the future. This isn't because the market has demanded it or some sort of conspiracy, but literally we can't get faster without chips getting smaller and closer together.

Even though I'm burnt on Nvidia and the last two CPUs and GPUs I've bought have been all AMD, I'm excited to see what Nvidia and mediatek do next as this SOC future has some really interesting upsides to it. Projects like ashai Linux proton project and apple GPTK2 have shown me the SoC future is actually right around the corner.

Turns out, the end of the x86 era is a good thing?

They have to try revive their idea like they did in intel core i7 8709g first though

coming up next: Intel fires 25% of their staff, CEO gets a quarterly bonus in the millions

I see the idea of Intel dropping arc as good news for AMD. Intel was going to chip at AMD’s marketshare well before Nvidia’s. It would be better to have more competition though.

Blaming loss on SoC? Lmfao. SoC is better. Just stop offering a lower tier and make all SoC 32gb+

… looking at you too, Apple.

And here I was thinking Arc and storage were the only semi-competitive wings of intel... They just needed a couple of years for adoption to increase

Gelsinger said the market will have less demand for dedicated graphics cards in the future.

No wonder Intel is in such rough shape! Gelsinger is an idiot.

Does he think that the demand for AI-accelerating hardware is just going to go away? That the requirement of fast, dedicated memory attached to a parallel processing/matrix multiplying unit (aka a discreet GPU) is just going to disappear in the next five years‽

The board needs to fire his ass ASAP and replace him with someone who has a grip on reality. Or at least someone who has a some imagination of how the future could be.

I'm wondering, the integrated RAM like Intel did for Lunar Lake, could the same performance be achieved with the latest CAMM modules? The only real way to go integrated to get the most out of it is doing it with HBM, anything else seems like a bad trade-off.

So either you go HBM with real bandwidth and latency gains or CAMM with decent performance and upgradeable RAM sticks. But the on-chip ram like Intel did is neither providing the HBM performance nor the CAMM modularity.

Reverting to RAM sticks is good, but not shutting down GPU line. GPU market needs more competiter, not less.