Pat is more bullish on datacenter and discrete GPU business. AXG leaders are now allowed to hire for flawless execution of updated road map. By 2026 AXG will displace Nvidia for datacenter/discrete GPU business.
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Intel discrete graphics strategy, 'what we are thinking of is better then what Nvidea has... '
CPM in AXG underway according to friends working there. Last day is end of May.
Not sure the negativity on crypto.
It would have benefitted intel if they never pulled out of the crypto space to begin with.
Now is not the time discredit what is necessary for the future of humankind.
https://www.theregister.com/2023/03/06/intel_delays_gpus/
Yeah, Intel is right in that.
Deja vu.
We've all heard this song and dance before.
Where did you hear about the “hiring spree”?
Very possible to be #1 if Intel gets into crypto
Did nvidia stock just drop on this plan?
What will Jensen do?
I’m sure they are quaking in fear.
They should just close up shop and sell their building to Intel now.
What an id--tic plan. Just because Intel wants to be the leader they claim that they can do it in 3 years even though they will need to unseat a company who has been excelling at this for several decades. Not to mention Intel hasn't gotten anything right for the past decade. Here is my prediction, they will over hire, release a bad line of products, fire the over hired employees, drop the bad product line after wasting billions. All within 18-24 months because they don't have the patience to grow anything new.
If the future of the company relies on Intel Graphics. We are fu---d. We have never taken graphics seriously. Our graphics are so historically bad we once gave every employee a free PC and they all had the cr---y internal “Intel graphics” turned off and the free PCs came loaded with a much better 3rd party video card.
When is Intel going to learn? If your making plans to catch up with the current wanted/needed technology. You already missed it.
I am sure Nvidia is quaking in their shoes and customers are lining up in droves waiting for Intel to flawlessly execute an updated roadmap.
Contradicting to the posts here, heard that they are announcing more CPM, as the 1st round CPM can’t make up for the 2023 deficit, even with products cancelled or postponed.
I see on LinkedIn many employees leaving not because of layoffs. They get better opportunities I hope they keep talent
Datacenter GPU business is future with huge opportunity for increasing margin. Intel PVC is performing better than expected.