Intel Won't Compete Against NVIDIA's High-End AI Dominance Soon, Starts Laying Off Over 2,200 Workers Across US

[Lew Zealand]

AMD need to target intel as long they are relatively weak and push them out of consumer GPU’s.

A very good year for us non top end gamers is coming…

These 2 statements are advocating the opposite of each other.

All gamers need competition to keep prices low and more players means more competition. I'll take 3 competitors instead of 2, especially at mid and low end. And hopefully the 2 not competing at the top can do so the next generation because having a single company at the top end sucks for those who want top tier gpus to be at least vaguely affordable.

 

[Dr. Dro]

These 2 statements are advocating the opposite of each other.

All gamers need competition to keep prices low and more players means more competition. I'll take 3 competitors instead of 2, especially at mid and low end. And hopefully the 2 not competing at the top can do so the next generation because having a single company at the top end sucks for those who want top tier gpus to be at least vaguely affordable.

Agreed. Besides, the ARC team is worthy of our trust - unlike the Radeon team as of late.

 

[igormp]

Mac as they will have the same architecture as console.

What do you mean by that?

Java Script works on Linux and Mac the same way as on Windows so soon Windows wont be needed in business and personal ussage will follow. Linux and Java Script works well on ARM so there will be no need for x86.

Javascript works in the browser, as long as you have a browser there's no difference across plaforms (in most cases).
People still like to user their browsers on Windows instead of ChromeOS or in an Android tablet tho.

 

[Dirt Chip]

Why would you want this?

I don’t want it, but AMD should want it

These 2 statements are advocating the opposite of each other.

Correct.
Reason is one is what I want, the other is what will be good for AMD.

 

[Daven]

actually kinda worried about Intel

As well we should all be.

 

[Ayhamb99]

Very sad to see how nowadays it seems normal that regular employees bear the brunt of crappy leadership. It's the bloody executives whose education background is probably only having an MBA or something with no engineering knowledge who should be getting fired and replaced by actual bloody engineers.

 

[GoldenX]

The panic decisions Intel and AMD are making are legendary tier by now.
Jensen will just add another 10% to the price of the 5090.

 

[venturi]

R.I.P intel....

so many bad tidings in less than 2 moths. A few weeks ago they release their new server chips and blam! ..AMD releases their latest that stomps intel by at least 40% performance and load improvement with the 9005.

Not a single victory (omitting fud and marketing spin). Only losses.

 

[TheLostSwede]

No idea, but I believe this one isn't meant for leading nodes. IIRC, the major investments where in the Ohio one (lots of money being thrown into that one), and Israel (which is halted, afaik).

I believe the existing fabs are in use, but not of them are capable of making new stuff. I think it's better for them to keep those going as they already are and get new top-notch stuff in some specific fabs, like the Ohio one, but idk about all the internals and finances of that, so I'm just guessing here lol

If you expect Ohio to happen, keep waiting.

Intel Ohio Fab Opening Delayed to 2027/2028

Construction of Intel's New Albany, Ohio fabrication site started back in late 2022—since then, a series of setbacks have caused anticipated timelines to slip. Team Blue's original plans included a 2025 opening ceremony—last month, this was amended to late 2026 or early 2027. New equipment...

www.techpowerup.com

Arizona is the only thing coming any time soon.

They have to make CPUs that compete with others, hence why they went for what's current best.
However, not everyone is making CPUs, and not everything requires the exact best at the moment. Nvidia went with Samsung's 8nm for Ampere, which was an already outdated node, but they managed to deliver enough and likely had good pricing.
If intel manages to make their fab have good enough pricing to compete, they'll likely snatch some sales from other fabs, specially in for the likes of microcontrollers and whatnot.

And they're going to have to keep using TSMC, since I doubt their Arizona fab is going to save them, since it always takes around 12 months to tune a new fab and a new node, so they're going to be stuck between a rock and TSMC for some time.
The issue here is that Intel isn't a foundry business, they don't have the experience of dealing with third parties and third party issues, unlike the likes of TSMC, Samsung, GloFo and UMC to name a few. Yes, there are other in-house foundries, but only Intel is pretending to offer foundry services. There are so many parts to being a foundry service that Intel has no clue about and it's going to take them at least a handful of years to catch up with the competition of they're serious about being a foundry business.

 

[TheLostSwede]

Very sad to see how nowadays it seems normal that regular employees bear the brunt of crappy leadership. It's the bloody executives whose education background is probably only having an MBA or something with no engineering knowledge who should be getting fired and replaced by actual bloody engineers.

But it looks good to the investors, as the company is cutting cost...

 

[Ayhamb99]

But it looks good to the investors, as the company is cutting cost...

Those job cuts will not fix the root problem Intel has, which is their toxic company culture. All of the issues they are currently having are a result of current and previous poor leadership and mismanagement, especially from high ranking people who have zero background in tech and are more concerned with financial results and short term profits instead of actually making proper products. Those people should be getting fired to cut cost, not the regular employees.

 

[Neo_Morpheus]

Also, does that mean Intel has to pay back all that free government money they got?

I recall watching part of a video in youtube were intel execs were drilled by the congress (i think) about laying off people, getting money and the execs still getting bonuses.
Sadly, I didnt watch the whole thing and cant find it.

Ignore that, wrong info. It was a video about Boeing exec.

So layoff some of the plebs that built the empire and give the executives raises and bonuses for their pain and suffering.

It sucks, but thats how corporate works.

It's hard to believe that at one stage they had dominance is basically every market they were involved with, as well as untouchable fabs.

Karma is a beautiful and scary thing.

Why would you want this?

Well, we apparently have zero issue in Ngreedia, sorry, nvidia having a monopoly on GPUs, so why not have one on CPU's?

I kid, I understand part of it, but not sure why nobody seems to care about the current GPU situation.

 

[Eternit]

What do you mean by that?

I think Apple is developing great SoC and their future version can be used in the new console. And this will be like currently x86 is common architecture for consoles and PCs so the game developers would be tempted to develop games for Apple console and Macs instead of for XBox, PS and PC. I mean the hypothetical future not the present.

 

[Visible Noise]

Green for the top, red and blue will fight the leftovers of mid-low.
AMD need to target intel as long they are relatively weak and push them out of consumer GPU’s.

A very good year for us non top end gamers is coming…

You want less competition in the GPU market?

As long your favorite team wins I guess.

 

[Neo_Morpheus]

You want less competition in the GPU market?

As long your favorite team wins I guess.

As I mentioned, people dont care the current monopoly that we are "enjoying" because as you said, their favorite team is winning.

 

[Vayra86]

actually kinda worried about Intel

I'm not.

AMD has already been 'dead' for how many times now? I believe it has more lives than a cat at this point.
Intel will survive just the same. Too big to fail. If anything, we're seeing an empire WAY past its expiry date, topple. That's fine. Gotta break things down before you can really start anew. AMD will claw in market share. Intel won't lose it all. They'll have to revive themselves, but they have all the IP to do so.

If AMD can bounce back from Bulldozer, Intel can bounce back from out of the abyss of their Lakes. Maybe they should start making CPUs people actually want, instead of power hungry re-releases of the same junk over and over.

Quote from article:
"The world we are starting to see is people are questioning the [return on investment], the cost, the power and everything else. This is where—I don't have a crystal ball—but the way we think about it is, do you want one giant model that knows it all?", Anil Nanduri, the head of Intel's AI acceleration office."

Dude, do you even English? Thats not even a sentence. What are you actually saying? What did you even want to say? Or are you just randomly asking yourself questions in the mirror, trying to come off smart? This is even less content than your average politician's quote. 'Head of AI'...

 

[Wirko]

Dude, do you even English? Thats not even a sentence. What are you actually saying? What did you even want to say? Or are you just randomly asking yourself questions in the mirror, trying to come off smart? This is even less content than your average politician's quote. 'Head of AI'...

CxOs use this sort of fragmented language to confuse the audience. It's not the first time, and certainly not only at Intel. It can't be natural, it must be learned.

 

[Redwoodz]

I think Apple is developing great SoC and their future version can be used in the new console. And this will be like currently x86 is common architecture for consoles and PCs so the game developers would be tempted to develop games for Apple console and Macs instead of for XBox, PS and PC. I mean the hypothetical future not the present.


Russia doesn't have any viable chips fab or resources to build one. China is trying but their system is different. US is spending taxpayers money to subsidize dividend for Intel shareholders and bonuses for Intel managers. It won't work. Soon Intel fabs will be as useful as GloFo are now.

Apple is the next Intel. Their overpriced products and sealed ecosytem will eventually topple. People enabled the fall of Intel by supporting their bad business behavior, just like they do for Apple.

 

[Kapone33]

Does anyone see the Elephant in the Room? We know that Nvidia are going to charge a premium for their cards going forward. First AMD and now Intel have told the tech media do not expect our products to compete by MSRP. They also shed 25% of their stock price. The market demands that they shed workers to stabilize.

 

[Vayra86]

Apple is the next Intel. Their overpriced products and sealed ecosytem will eventually topple. People enabled the fall of Intel by supporting their bad business behavior, just like they do for Apple.

The two have absolutely nothing alike though other than what's your gut feeling right now... Apple isn't fighting with a direct competitor over a market, they just made their own and the rest followed suit. Apple's custom chip ventures have been successful and they moved out of x86. Between a sea of Android phones, Apple stands out with a unique product loaded with USPs.

Intel: their chips are not successful, they're stuck in x86, and they have a direct competitor with a better product right now. Additionally, you need a magnifying glass to find a remaining USP in any of their product lines.

Does anyone see the Elephant in the Room? We know that Nvidia are going to charge a premium for their cards going forward. First AMD and now Intel have told the tech media do not expect our products to compete by MSRP. They also shed 25% of their stock price. The market demands that they shed workers to stabilize.

Do not expect me to upgrade anytime soon, is the only possible answer here.... somehow though I'm quite convinced I'm not the one that needs to sell a product or needs to buy one, but AMD and Intel really do. Its funny how the world's turned around on us, interesting perspective.

But... I think people are getting too many panties in bunches around the chip developments lately, the real elephant to me is AI and how people are rushing towards the next cliff, only to figure out its, indeed, a cliff that you can fall from, and the descent's pretty long. Like Lemmings, they're all going there though. Must run fastuuhhr or AI will destroy us! Its hilarious to see, and reminds me of the dotcom bubble and the crypto craze. How did that work out again...

Everything you see now is banking on the supposed payoff from AI, but in the consumer world, there is no payoff at all. There's only data collection, and AI is a perfect tool to keep that going when people stop frequenting social media.

 

[Chomiq]

Does this mean that none of the new promised fabs will be built then? Also, does that mean Intel has to pay back all that free government money they got?

It means that in few months they'll be back with "Umm, we need another 6bn in subsidies to build this new fab".

 

[Zareek]

It sucks, but thats how corporate works.

It shouldn't be, and it wasn't always that way. Corporations have lost their way in the name of greed and satisfying investors. Once upon a time, most companies contributed to their local communities, charities and took care of their employees. Companies were as devoted to their workforces as their work forces were to them. There was pride and reverence. Now people change jobs like shoes, and they know they owe their employer nothing because when it comes down to it, the company will let them go without even a second thought. It's not personal, just business, is a reason to screw someone else over and not feel bad about it!

Apple is the next Intel. Their overpriced products and sealed ecosytem will eventually topple. People enabled the fall of Intel by supporting their bad business behavior, just like they do for Apple.

I doubt that, but the mighty all fall at some point. Apple almost went bankrupt in the late 90s. Microsoft saved them. I was a big Microsoft believer back then. Now, I hate Windows 11 so much and the direction M$ is going, I may buy the next Mac Mini to be my everyday driver PC.

 

[ZoneDymo]

I'm not.

AMD has already been 'dead' for how many times now? I believe it has more lives than a cat at this point.
Intel will survive just the same. Too big to fail. If anything, we're seeing an empire WAY past its expiry date, topple. That's fine. Gotta break things down before you can really start anew. AMD will claw in market share. Intel won't lose it all. They'll have to revive themselves, but they have all the IP to do so.

If AMD can bounce back from Bulldozer, Intel can bounce back from out of the abyss of their Lakes. Maybe they should start making CPUs people actually want, instead of power hungry re-releases of the same junk over and over.

Quote from article:
"The world we are starting to see is people are questioning the [return on investment], the cost, the power and everything else. This is where—I don't have a crystal ball—but the way we think about it is, do you want one giant model that knows it all?", Anil Nanduri, the head of Intel's AI acceleration office."

Dude, do you even English? Thats not even a sentence. What are you actually saying? What did you even want to say? Or are you just randomly asking yourself questions in the mirror, trying to come off smart? This is even less content than your average politician's quote. 'Head of AI'...

I mean Intel might (will probably) survive sure, but maybe not at all in the capacity it is in now and then it might as well be dead.
What if it would turn into a Fab only company? just manufacturing as they used to do? the company will survive and thrive probably but for consumers a player in the field is gone.

 

[Solaris17]

Cleaned; please keep politics to yourself.

Thanks for those that are keeping it clean.

EDIT:: nvm it was impossible.