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Intel Arc Celestial dGPU seems to be first casualty of Nvidia partnership
- jeffbee 1y agoThere has never been any information conveyed by the "Moore's Law Is Dead" account. If you want to know whether Intel has cancelled their next dGPU, you might as well ask a coin.
- TiredOfLife 1y agoSource is "Moore's law is dead" youtuber. A coin toss is more reliable than him.
- gregbot 1y agoReally? Ive been following him for years and he has always been 100% accurate. What has he been wrong about?
- dralley 1y agoI agree that he's not that bad, but he's definitely not 100% accurate, in particular with respect to Intel. Notably this is about the 3rd time in 2 years that he's reported that the Intel dGPU efforts are being killed off. Even on the latest developments the reporting is contradictory, so someone is wrong and I suspect it's him. https://www.techpowerup.com/341149/intel-arc-gpus-remain-in-development-nvidia-rtx-igpus-are-complementary https://www.techpowerup.com/341149/intel-arc-gpus-remain-in-...
- gregbot 1y agoSo far everything he said in that video has happened and he did not say that intel would never release another dGPU just that it would be a token release which is absolutely exactly what has happened
- dralley 1y agoIIRC the "token release" claim was more of a cleanup after the first and strongest version of his "reporting" didn't really pan out. IIRC he also said that there would be no gen 3 dGPU release after the "token" gen 2 dGPU release and that doesn't seem accurate if the gen 3 dGPU efforts still exist 2 years later, in order to be cancelled now.
- gregbot 1y agoDo you know how many dgpus has intel shipped in the past 3 years?
- nodja 1y agoThey had videos saying intel was gonna cancel the dGPU division and focus on datacenter pretty much since the intel cards came out. Amongst many other things they've said. I used to follow them too, but they speak with too much confidence about things they know nothing about. They're a channel focused on leaks, but most of their leaks are just industry insider gossip masked as factual to farm clicks. Their leaks are useless for any sort of predictions, but may be interesting if you'd like to know what insiders are thinking. A quick google search also yielded this[1] 2-year old reddit thread that shows videos they deleted because their predictions were incorrect. There's probably many more. (That subreddit seems to be dedicated to trashing MLID.) [1] https://www.reddit.com/r/BustedSilicon/comments/yo9l2i/collection_of_mlidmoores_law_is_dead_past_claims/ https://www.reddit.com/r/BustedSilicon/comments/yo9l2i/colle...
- gregbot 1y ago> gossip masked as factual to farm clicks Instead of invectives could you just say what specific leak of his was inaccurate? Everything he said about intel dGPU has happened exactly as he said it would. Have you watched his video about that yourself?
- nodja 1y agoDid you not look at the link I provided? I stopped watching him completely around the time of the intel dGPU release. He would show leaked roadmaps of intel's dGPU launch with Celestial and Druid on there, but the video would be him basically repeating the narrative that the division is on the verge of cancellation and has no future, etc. The documents he has leaked almost never match the titles and narratives he pushes. He's not always wrong, but his biases are clear and the titles are more often misleading clickbait than factual. Tom Petersen (Lead Intel GPU Engineer) has showed up on multiple interviews with LTT and GN among other tech channels and has talked at length the things his team did on the current gen, with heavy implications of what's coming up next (as far as he can without breaking NDA). His in depth analysis of GPU architecture are a much useful use of my time than listening to a guy that was given 2 leaked slides of a 6-month old powerpoint speculate how it spells doom for whatever company. If you think logically, it makes zero sense to cancel Celestial now. According to Petersen Arc's hardware team has been working on Druid for months now, and unless the software team is severely behind with the drivers and support then at the very least Celestial will receive a limited release. They already did a limited release of Battlemage to put more resources on Celestial, it would be a shame to throw all that effort away now.
- lillecarl 1y agoYeah all the videos I saw where he was right had 100% accuracy, which you'll be reminded of in the next video, the times he was wrong won't be advertised the same.
- ahartmetz 1y agoIt seems like factions inside Intel are sabotaging each other by hurting customer trust in things they want cancelled. "Capitalism - the soap opera".
- chao- 1y agoIt is very hard to put any belief in the rumor mill surrounding Intel's discrete desktop GPUs. Already this year, there have been at least three "leaks" saying "It's canceled!", and every time, a counter-rumor comes about saying "It isn't canceled!" In all accounts I have seen, their single SKU from this second generation consumer lineup has been well-received. Yet the article says "what can only be categorized as a shaky and often rudderless business", without any justification. Yes, it is worth pondering what the Nvidia investment means for Intel Arc Graphics, but "rudderless"? Really?
- belval 1y agoHonestly, the rumor mill surrounding Intel is actually very similar to AMD 2015-2016 pre-Zen (not saying that they will see the same outcome). I swear I have seen the same "x86 license is not transferable [other company] might sue them" 9 years ago or "Product Y will be discontinued". When it comes to GPUs, a $4T company probably couldn't care less what their $150B partner does in their spare time as long as they prioritize the partnership. Especially when the GPUs in question are low-end units, in a segment that Nvidia has no competition in and not even shipping that many. If they actually asked them to kill it, it would be 100% out of pettiness. Sometimes I wonder if these articles are written for clicks and these "leakers" are actually just the authors making stuff up and getting it right from time to time.
- chao- 1y agoFrom a corporate strategy perspective, cancel Arc or keep Arc, I can see it both ways. Intel has so many other GPU-adjacent products and they will doubtless be continuing most of them, even if they don't pursue Arc further: Jaguar Shores, Flex GPUs for VDI, and of course their Xe integrated graphics. I could possibly see Intel not ship a successor to Flex? Maybe? I cannot see a world where they abandon Xe (first-party laptop graphics) or Jaguar Shores ("rack scale" datacenter "GPUs"). With all of that effort going into GPU-ish designs, is there enough overlap that the output/artifacts from those products support and benefit Arc? Or if Arc only continues to be a mid-tier success, is it thus a waste of fab allocation, a loss of potential profit, and an unnecessary expense in terms of engineers maintaining drivers, and so forth? That is the part I do not know, and why I could see it going either way. I want to acknowledge that I am speaking out of my depth a bit: I have not read all of Intel's quarterly financials, and not followed every zig and zag of every product line. Yet while can see it both ways, in no world do I trust these supposed leaks.
- bobajeff 1y agoSuddenly, what Intel's CEO means by new products must deliver 50% gross profit [1], and it being too late to catch up with AI [2] is starting to be clearer. [1]: https://www.tomshardware.com/tech-industry/semiconductors/intel-draws-a-line-in-the-sand-to-boost-gross-margins-new-products-must-deliver-50-percent-to-get-the-green-light https://www.tomshardware.com/tech-industry/semiconductors/in... [2]: https://www.tomshardware.com/tech-industry/intel-ceo-says-its-too-late-for-them-to-catch-up-with-ai-competition-claims-intel-has-fallen-out-of-the-top-10-semiconductor-companies-as-the-firm-lays-off-thousands-across-the-world https://www.tomshardware.com/tech-industry/intel-ceo-says-it...
- baq 1y agoCEO of a silicon company saying his business is "too late for AI" is a CEO either without a vision or guts, an accountant, the safe option. If it's anywhere close to true, Intel is looking to sell itself for parts.
- freedomben 1y agoAgreed, either their business situation is far more critical than we know, this is a gross indictment of their R&D, or this is malpractice on the part of the leadership
- checker659 1y ago> of a silicon company With their own fabs, at that
- moralestapia 1y agoWell, but if it's true and there's a better strategy, why wouldn't he do it? Seems like you'd prefer yet another +1 selling AI oil and promises ...
- h2zizzle 1y agoOr, a sly way of calling the AI bubble.
- tester756 1y ago
- 2OEH8eoCRo0 1y agoI think we overestimate desktop GPU relevance. Are gaming GPUs really that lucrative?
- justincormack 1y agoGaming GPUs make up 7% of Nvidia's business, 93% is datacentre. So, no.
- deleted 1y ago[deleted]
- hhh 1y agoNo. It used to be more even between datacenter and gaming for NVIDIA, but that's not been the case for a few years. Gaming has brought in less money than networking (mellanox) since '24 Q4. https://morethanmoore.substack.com/p/nvidia-2026-q2-financial-results https://morethanmoore.substack.com/p/nvidia-2026-q2-financia...
- vlovich123 1y agoBut the same thing that makes GPUs powerful at rendering is what AI needs - modern gaming GPUs are basically supercomputers that provide Hw and Sw to do programmable embarrassingly parallel work. That is modern game rendering but also AI and crypto (and various science engineering) which is the second revolution that Intel completely missed (the first one being mobile).
- jlarocco 1y agoI don't think anybody is using gaming GPUs to do serious AI at this point, though.
- vlovich123 1y agoBut you can use a gaming card to do AI and you can use H100 to game. The architecture between them is quite similar. And I expect upcoming edge AI applications to break down and end up using GPUs more than having dedicated AI accelerator HW because A) you need something to do display anyway B) the fixed function DSPs that have been called "AI accelerators" are worse than useless for running LLMs.
- flufluflufluffy 1y agoCan someone explain what the heck Battlemage means in this context?
- _ihaque 1y agohttps://chipsandcheese.com/p/intels-battlemage-architecture https://chipsandcheese.com/p/intels-battlemage-architecture
- ripbozo 1y agoCodename of the Intel Arc B-series gpu lineup
- daemonologist 1y agoBattlemage, aka X^e2, is Intel's current and second-generation GPU architecture. (Like RDNA 4 for AMD or Blackwell for Nvidia.)
- nodja 1y agoIntel Arc - Intel's dedicated GPUs, each GPU generation has a name in alphabetical order, names are taken from nerd culture. Alchemist - First gen GPUs A310 GPUs are the low end, A770 are the high end. Powerful hardware for cheap, very spotty software at release. Got fixed up later. Battlemage - Second gen (current gen), only B570 and B580 GPUs came out. They said weren't gonna release more Battlemage GPUs after these because they wanted to focus on Celestial, but probably went back on it seeing how well the B580 was reviewed and the B770 is due to be released by the end of the year. Celestial - Next gen GPUs, they were expected for release early 2026. This article claims it was cancelled, but personally I think it's too late to cancel a GPU this late in production. Especially when they basically skipped a generation to get it out faster.
- coconut08 1y agoi will note that their source appears to be moore's law is dead which is a speculative youtube channel that has a long history of being wrong about the death of arc. dude has been predicting the imminent death of arc since the first one released years ago. it wouldn't surprise me if this did lead to the death of arc, but it certainly isn't because this moron predicted it.
- immibis 1y agoIt is because the moron predicted it, if the CEO read the prediction, and killed arc
- nomel 1y ago> because this moron predicted it. I don't think that's fair, at all, for two reasons: My whole career has been in HW. In the few startups I was in, where I was privy to the higher decisions, the executives themselves were predicting if hardware would continue next year. It's normal for things to flip-flop, decisions to change, normally, but especially when a product isn't competitive, and you don't have the resources to keep it that way. A leaker can be 100% correct in what they say the current decisions are, and 100% wrong the next week. I've seen it happen, with whole teams fired because they weren't needed anymore. He makes it very clear when he's speculating and when he's relaying what he's been told, and his confidence for them all (some leakers are proven trustworthy, some are not). This alone is why he doesn't deserve to be called a moron. Morons can't comprehend or communicate uncertainty.
- cyberax 1y agoWell, remember Elop and Nokia? The playbook is the same. Start with "we can't compete" ("burning platform memo"), then decimate the internal talent, and then sell off the company for cheap.
- 4rt 1y agoi'm not paying a lot of attention to this AI global economics war bs tbh, but the intel arc gpus seemed to be a sensible way of me getting back into pc gaming. good drivers, ok performance, great value and great energy efficiency. then all of a sudden nvidia decides to "invest" in intel... and all of a sudden it sounds like arc will be probably be getting cancelled.