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A lack of process advantage is exactly the problem. I remember being at nVIDIA in 2008 and being afraid about Intel's Larrabee x86-based GPU architecture. I was

A lack of process advantage is exactly the problem. I remember being at nVIDIA in 2008 and being afraid about Intel's Larrabee x86-based GPU architecture. I was genuinely afraid because they could do full custom design on the latest process and so the physical design would be much superior to nVIDIA even if the higher level architecture was not as great. I didn't care much about the x86 aspect because I knew software needed to be re-developed for GPU anyway so having a compiler generating a custom/private ISA wasn't a big deal vs. x86. When Larrabee failed I breathed a sigh of relief. To me that failure was huge, and the fact they are trying to replay that strategy (building a competitive GPU) but without an unfair manufacturing advantage speaks to the hole that Intel has dug themselves into. It's not a grave, but the stock price has not baked this reality in yet. We've got a long ways down to go. This won't look like a simple turnaround story. The company will appear dead before it can come roaring back. If.

oumua_don17 5y ago
And the rumour on the street was that Larrabee was one of the reasons why Pat Gelsinger had to leave Intel. And Intel Arc GPU is not being delivered on time either, last I heard was early Q1 2022 which is now Q2 2022. And in recent investor day conference, they again announced delays in their 2023 server chip. These delays have occurred after Pat at the the helm, combined with Intel burning through a lot of cash; I don't understand why most are so gung-ho about Pat. Thankfully the early comparisons with Steve Jobs when he returned to Intel have stopped, they were both laughable and an insult to SJ. [1] http://vrworld.com/2009/09/18/pat-gelsinger-left-intel-because-of-larrabee-fiasco/ http://vrworld.com/2009/09/18/pat-gelsinger-left-intel-becau...
- enos_feedler 5y ago
  Yes, forgot about the connection with Pat Gelsinger. It would be really disappointing if they blew Arc. In fact, given how much I think the current position of Intel is a product of their GPU project failure over a decade ago (look at where NVDA is today), I would put the most focus on absolutely nailing Arc and being competitive with NVDA and AMD in high performance GPU space. This would be a big morale lift and would probably be the first big step on the staircase to salvation.

oumua_don17 5y ago

And the rumour on the street was that Larrabee was one of the reasons why Pat Gelsinger had to leave Intel. And Intel Arc GPU is not being delivered on time either, last I heard was early Q1 2022 which is now Q2 2022. And in recent investor day conference, they again announced delays in their 2023 server chip. These delays have occurred after Pat at the the helm, combined with Intel burning through a lot of cash; I don't understand why most are so gung-ho about Pat. Thankfully the early comparisons with Steve Jobs when he returned to Intel have stopped, they were both laughable and an insult to SJ. [1] http://vrworld.com/2009/09/18/pat-gelsinger-left-intel-because-of-larrabee-fiasco/ http://vrworld.com/2009/09/18/pat-gelsinger-left-intel-becau...

enos_feedler 5y ago
Yes, forgot about the connection with Pat Gelsinger. It would be really disappointing if they blew Arc. In fact, given how much I think the current position of Intel is a product of their GPU project failure over a decade ago (look at where NVDA is today), I would put the most focus on absolutely nailing Arc and being competitive with NVDA and AMD in high performance GPU space. This would be a big morale lift and would probably be the first big step on the staircase to salvation.