Intel CEO laments Nvidia’s ‘extraordinarily lucky’ AI dominance, claims it coulda-woulda-shoulda have been Intel::Intel CEO Pat Gelsinger has taken a shot at his main rival in high performance computing, dismissing Nvidia’s success in providing GPUs for AI modelling as “extraordinarily lucky.” Gels
Of course they still have a stranglehold on computer CPUs, the point is they haven’t done anything with that for 30 years. Their bread and butter is an ever lower margin game in PCs that have largely peaked; they missed mobile phones and are set to miss whatever comes next with ARM.
My purchase of a laptop without their proc isn’t even a drop in the ocean, but the point is that the only market they do have they can’t even dominate any more, just keep shipping manually faster CPUs once a year, just like they have been for the past 15.
I remember when Zen dropped and everyone thought Intel had some sort of secret super architecture stored in the archives that would allow them to compete. Turns out no, they had nothing. They still have nothing. All they do is make the silicon larger and crank up the clocks. Ironically reducing their margins in an attempt to out-compete a vastly superior technology.
At this point I’m afraid AMD will get into the same position Intel was in during the Bulldozer era and price gouge just as much but unless Intel somehow manages to make chiplets work without infinity fabric (they can’t use it because patents) I really don’t see them putting out compelling products in the next years. AMD is steadily gaining market share because year after year their products are objectively better in increasingly many categories. Zen was just plain cheap enough to counteract the lacking performance but no AMD has the cheaper AND faster tech for most use cases. The last bastion Intel really has are laptops and once that is gone I can see a lot of OEMs start selling AMD products en masse.
Yeah, exactly. My disagreement is… So fucking what?
I’m much happier with a company that is satisfied with its market, does what it does well, and leaves it at that. I’m not a believer of “more money for the money gods, ever increasing profits, let’s fuck over some more consumers and further line the shareholders pockets”.
By moving into other markets, they’d be competing with people who know those spaces well and probably better than they do. If they push someone else out, that’s more specialties lost.
I’m generally against this monopolistic machine mindset everyone has these days. I’m much happier with a content company continuing to do what it does, instead of taking up market space trying to do something else that someone else does.
Not that Intel is a perfect example here, but I’m much happier that their GPUs have generally flopped, they haven’t made it in mobile, and they aren’t trying to be another ARM manufacturer. That’s not their thing. So I can continue to go to them for a reliable desktop CPU and they can continue being a force in that market instead of trying to wear 17 different hats and losing their way.
No problem here, yet
points at Skylake explain that then. Let’s not pretend Intel was a Saint while AMD was busy running their business into the ground. Intel was price gouging the hell out of consumers back then. Intel had a whopping 9% performance gain over two CPU generations. We get more than that now in a single one (well if you’re not Intel that is but more on that later). Intel is not one of those saintly companies you outlined in your previous statement and it never was. When they had the chance to price gouge time and time again they showed that they will do exactly that. Let’s not get into their anti-competitive practices whenever AMD actually manages to get something good out.
And while at it Intel is not even good at making Desktop CPUs anymore. They are stuck on monolithic chips that cost a shitload to manufacture so while AMD is busy reducing their production costs and improving their flexibility Intel is still reeling from Zen 1 and seemingly can’t do anything other than making bigger and bigger chips at higher and higher voltages. I don’t have their internal financials but looking at what’s publicly available they are running out of excess margin to bleed off. Their (high-end) products don’t make them a lot of money anymore, if that, because the yield for them is just abhorrently bad. They got hit out of left field by Zen but instead of sitting down and acknowledging that they fucked up and “innovated” themselves into a corner they doubled down on monolithic chips and dug their grave deeper. And why? Simple: innovating costs money and Intel is all about profit so that was a big nono.
History shows that rather happens due to monopolies preventing new players from entering a field (infamously the dozens of potential cancer cures that just landed in big pharma’s drawer of patents that don’t make enough money) but you do you I guess.
You shouldn’t be, we have 2 companies competing there and it isn’t going very well for the consumer. Fewer companies in an industry = less competition.
Oh and of course
yeah well that one is easy if you stop drastically changing your product while still increasing prices as if you were.