Many leaks from Intel insiders on what is going on has speculated that
Dr. Murthy Renduchintala was behind a “Game of Thrones” like power grab for the CEO position.
However, incumbent CEO Bob Swan seems to have noticed the writing on the Board Walls and realizied that they wanted to promote a Engineer to become CEO.
Bob Swan laid appropriate blame on Dr. Murthy and ousted him.
Now the ReOrg hopefully secures Bob Swan’s CEO position for a bit.
In the long term, I think Raja Koduri has a shot at becoming eventual CEO of Intel. He’s too new at the moment, but if Xe does well enough to be a credible threat to AMD’s GPU, I think he’ll be primed for ascension to Intel CEO’s position.
Xe doesn’t have to beat AMD’s current best GPU architecture, it just has to come within fighting distance that iterative future improvements can allow it to match or surpass with enough engineers being thrown at the problem.
10nm all over again. Intel are proper fucked I believe. Traditionally they’ve leaned heavily on process lead to make their second tier designs compete (I mean all the way back to the 286/386 days - bulldozer was fail but for the most part AMD have been very competitive design wise, if not leading)
Now? AMD has better arch. On better process. Intel caught with their pants down on security with meltdown and the like.
They’ve gone from fail to fail. Itanic, shit modems, shit mobile parts, the epic manufacturing fuck up with atom that needed to recall about 100m parts due to them bricking a couple of years back, etc.
Never mind systemic hiring and culture problems internally.
I suspect by this point anyone with talent has left for greener pastures.
They’re far too management heavy and too much of a lumbering 800lb gorilla to turn this around any time soon.
Will be entertaining to watch. This is going to be quite a few years of pain I suspect. Won’t be surprised if they end up fabless.
With the launch of Ryzen and the turn-around of AMD as a whole, the initial consensus was that now there will finally be competition. Competition will be great for consumers, it will drive prices down, it will drive innovation up etc. etc… We heard it all from the tech world.
I fear that the opposite has happened. Now it just kind of seems like Intel and AMD switched positions.
There’s no competition because it’s a blood-bath and I’m worried that AMD will eventually fall victim to the same complacency and the cycle will just kind of repeat.
You have been awarded the BIG, BIG prize of NOT CIRCLEJERKING
While your STELLAR integrity remains intact!!! You can expect any or all of the following!!!
Back door bribes
Shadow government agents following your every move
Fluoride in your water supply
This cause and effect is PERFECTLY normal. Do NOT be afraid.
FWIW Whiz, my boy, I agree with you wholeheartedly. I was just having this conversation elsewhere. No one dominates the market and then continues being the nice guy at the party. Expect prices to go up, market segmentation, shortcuts, etc.
Lol at two companies owning everything being “competition”. RIP in RIP
AMD are going to have their work cut out too. They’re in far better shape than intel but they can’t rest easy.
I give them 5-10 years in the sun before the arm based machines eat the market out from under them.
Just like pc did to the big iron, mobile computing will kill the PC. It’s coming make no mistake. 5 watt arm based designs are rapidly becoming plenty good enough for so many machines in the market, and making great leaps every year.
AMD need to be thinking about what comes after x64 because once the PC becomes irrelevant or marginalised there is no longer a dependency on x86/x64.
And I give that 10 years or so. Given designs take say 5 years, they need to be thinking contingency plans. NOW.
Apple are show that to not be necessary at all. It is still not completely there but it is so very close.
Yeah people made that call super early but now it is an actual practical reality. There exist now off the shelf Qualcomm ARM parts that will outdo, admittedly not good, Intel CPUs at x86 where arm has to emulated x86 and the Intel part is native.
See the Lakefield Vs. 8CX benchmarks, it is only certain benchmarks but that is stacked against the ARM parts. What apple are up to is built by them and for their workloads with tailored software and hardware working together.
ARM will absolutely get to the point where it is as useable if not more sensible to use over x86 stuff for what is currently untouchable software.
I’m sure they will for low powered e-mail browsers but I doubt their potential for therious workloads. The two boxes I had to use as servers burned out in less than six months, each. I was beyond infuriated and will continue my disinformation campaign against ARM.
Intel finally cutting off some heads is a good thing. They have to trim down all the fat that made them so slow. I’m surprised it took this long but then again it seems like everything takes longer at Intel lately. … Haaa, got’em! :kekw: :lul: … ok, I’ll stop.
AMD took their time to build ZEN the right way and simultaneously TSMC is on a roll developing process after process. Meanwhile Intel did … what they did. And whenever I think about that, I remember Ryan having the annual cake. Although from the engineering side it has to be said that it is genuinely impressive how far Intel pushed 14nm. But still, they have to change course drastically now if they want to be selling CPUs to anyone in a few years.