AI was why Intel bought Mobileye in 2017 for $15 billion!
But instead of leveraging it to catch up, they’ve fallen further behind, not even able to keep up with AMD?!
AMD even when they ran at deficits and near bankruptcy for years around that time, continued to work on compute, and although they couldn’t quite keep up with Nvidia when almost all AMD R&D was focused on Ryzen, they managed to stay in 2nd place, even allowing them to capitalize on the blockchain hype, and remain a runner up for AI.
While Intel kept churning out 5-10% faster cheap 4 core CPU’s at ever higher prices each year, even when smartphones got 8 cores as standard!
And when Ryzen came out with 8 cores as standard, Intel was caught completely off guard, despite it had been public knowledge for a while! And Intel staying on 4 cores was obviously ridiculous.
Ryzen came out in 2017, same year Intel Bought Mobileye, and since then Intel seems to have gone from one disaster to the next in everything they touch!
Intel used to be leading in laptop-, desktop-, server-CPU, SSD and process technology, all those leads are lost, and they failed to catch up on AI?
WTF was the plan? Is there ANYTHING that’s going well for Intel?
This is the new CEO, spinning into “stripping Intel off for parts” mode.
The previous CEOs (Brian Krzanich, Bob Swan, and Pat Gelsinger) meanwhile made more money than you or I will ever make on maximizing short-term profits by refusing to invest into competitive levels of R&D.
That has always been the plan. If you want to figure out why Intel paid 3 CEOs millions to shoot itself in the foot, then one has to start investigating the board of directors since 2013-ish. They’re either inside traders, incompetent, or both.
Intel, Boeing, and the Big Three are emblematic of the ultimate decline of American capitalism post-2008. They inherited empires and had virtually unlimited state welfare and still fucked it up because halfway decent corporate governance is apparently a bigger challenge for these big companies than building airplanes the size of buildings or mass-printing circuits with sub-micrometer resolution.
I mean what the hell were they thinking back from around 2014-2020?
This is the new CEO, spinning into “stripping Intel off for parts” mode.
Exactly, they seemingly still don’t have anything close to a plan on anything that used to be their main strength. They’ve only doubled down at first, and now they are pulling back. Making a “better” CPU is not a plan or a strategy.
they were thinking about whether a big sack with a dollar sign on it was too conspicuous, they always intended to line their own pockets at the expense of the company
The cards are good value, but I don’t think so, the die is to big, so they are expensive to make, and despite the good value, they are not very successful in the market.
It may be something that could succeed if they continue, but they are not there yet.
The cards are good from a consumer perspective, but not from a business perspective.
Great summary, I have used Intel most of my life but my current new project will have an AMD CPU. Intel feels out of touch BUT… I’m glad they are jumping to GPUs, although late it’s nice to have more competition.
I’ve been using AMD (and ATi) for 20+ years. An Arc GPU is the first* Intel product I’ve actually been interested in and seriously considered getting, in all that time. I still ended up picking an AMD 9070 XT because there isn’t an Arc card in that market segment, but maybe next time.
(* Other than a Chromebook I had to buy for college, which at the time didn’t have any reasonable AMD options available.)
This is insanely embarrassing for Intel:
https://www.cnbc.com/2017/06/01/the-7-trillion-promise-of-self-driving-vehicles.html
AI was why Intel bought Mobileye in 2017 for $15 billion!
But instead of leveraging it to catch up, they’ve fallen further behind, not even able to keep up with AMD?!
AMD even when they ran at deficits and near bankruptcy for years around that time, continued to work on compute, and although they couldn’t quite keep up with Nvidia when almost all AMD R&D was focused on Ryzen, they managed to stay in 2nd place, even allowing them to capitalize on the blockchain hype, and remain a runner up for AI.
While Intel kept churning out 5-10% faster cheap 4 core CPU’s at ever higher prices each year, even when smartphones got 8 cores as standard!
And when Ryzen came out with 8 cores as standard, Intel was caught completely off guard, despite it had been public knowledge for a while! And Intel staying on 4 cores was obviously ridiculous.
Ryzen came out in 2017, same year Intel Bought Mobileye, and since then Intel seems to have gone from one disaster to the next in everything they touch!
Intel used to be leading in laptop-, desktop-, server-CPU, SSD and process technology, all those leads are lost, and they failed to catch up on AI?
WTF was the plan? Is there ANYTHING that’s going well for Intel?
What do you mean what was the plan?
This is the new CEO, spinning into “stripping Intel off for parts” mode.
The previous CEOs (Brian Krzanich, Bob Swan, and Pat Gelsinger) meanwhile made more money than you or I will ever make on maximizing short-term profits by refusing to invest into competitive levels of R&D.
That has always been the plan. If you want to figure out why Intel paid 3 CEOs millions to shoot itself in the foot, then one has to start investigating the board of directors since 2013-ish. They’re either inside traders, incompetent, or both.
Intel, Boeing, and the Big Three are emblematic of the ultimate decline of American capitalism post-2008. They inherited empires and had virtually unlimited state welfare and still fucked it up because halfway decent corporate governance is apparently a bigger challenge for these big companies than building airplanes the size of buildings or mass-printing circuits with sub-micrometer resolution.
I mean what the hell were they thinking back from around 2014-2020?
Exactly, they seemingly still don’t have anything close to a plan on anything that used to be their main strength. They’ve only doubled down at first, and now they are pulling back. Making a “better” CPU is not a plan or a strategy.
they were thinking about whether a big sack with a dollar sign on it was too conspicuous, they always intended to line their own pockets at the expense of the company
Their Arc Battlemage discrete GPUs are a success, relatively speaking.
The cards are good value, but I don’t think so, the die is to big, so they are expensive to make, and despite the good value, they are not very successful in the market.
It may be something that could succeed if they continue, but they are not there yet.
The cards are good from a consumer perspective, but not from a business perspective.
Great summary, I have used Intel most of my life but my current new project will have an AMD CPU. Intel feels out of touch BUT… I’m glad they are jumping to GPUs, although late it’s nice to have more competition.
I’ve been using AMD (and ATi) for 20+ years. An Arc GPU is the first* Intel product I’ve actually been interested in and seriously considered getting, in all that time. I still ended up picking an AMD 9070 XT because there isn’t an Arc card in that market segment, but maybe next time.
(* Other than a Chromebook I had to buy for college, which at the time didn’t have any reasonable AMD options available.)