PC Ekspert Forum - View Single Post

The Exiled · 04.08.2022., 14:53

Kužimo svi kaj oni rade, ali fora je u tome da se ovaj poluproizvod čak i ne može kupiti kak spada, jer su ga izdali pod okriljem noći u jednom dijelu Azije i sad idu okolo kao da imaju RTX 4090 Ti ubojicu fazana u rukama.

Ajde da stvarno imaju OK proizvod kakav Raja Koduri najavljuje eto već pet godina koliko je u Intelu, pa sve super, ARC GPU u rangu RTX 3070 i RX 6700 XT za manje novaca i još nudi nekaj kaj konkurencija nema.

Ovak je sve zajedno fijasko u pokretu, posebice kad RTX 4000 i RX 7000 serije stižu na tržište, dok Intel ima nešto kaj kad radi, jedva konkurira šrot RX 6400 i RX 6500 XT modelima.

EDIT:

Citiraj:

Will AXG survive Gelsinger’s axe?

Citiraj:

Started in 2016 the dGPU group snatched showboater Raja Koduri away from AMD with great fanfare in 2017— it looked like Intel was all in. And they were. The hiring continued unabated up till 2021 when they got their latest prize, Tom Petersen from Nvidia. Almost anyone who could spell GPU could get a job at Intel. Since Q1’21 when Intel started reporting on its dGPU group, known as AXG or accelerated graphics, the company has lost a staggering $2.1 billion and has very little to show for it. In fact, the company has actually invested more than that. We estimate the number is closer to $3.5 billion (or more, depending on how Intel chooses to account for those investments, and the setup costs at TSMC).

The logic of why Intel would invest in a dGPU operation is obvious—the GPU is in multiple segments from supercomputers to Chromebooks and represents a major socket Intel doesn’t fill with a dedicated chip. At that same time, Intel was buying every AI semi-company it could find—dGPUs were the darlings of AI training. Since then, some of Intel’s other AI investments have shown more promise. And its efforts at building a supercomputer dGPU have slipped; the company has announced a second-generation part, Rialto Bridge before the much-touted Ponte Vecchio was even fabbed.

Intel’s results with dGPUs in the consumer space have been an embarrassment with just a quiet release from an obscure Korean notebook maker and no AIBs available until lately. The various leaked results have been less than stellar, and the availability date keeps slipping. The company has done a great job on the PR front with Koduri dropping hints on Twitter, in-depth presentation of the generalized design at Intel’s Architecture Day and other events, and guest appearances at popular tech Web sites. The drumroll never stopped, even to the point of talking about code improvements in a Linux driver—Linux? That’s Intel’s first choice?

Should Intel dump its AXG group? Probably. The company started the project six years ago. Since then, AMD and Nvidia have brought out three generations of new and stunningly powerful dGPUs, and more are in the pipeline. Four new companies have started up in China, and two new ones announced in the US. Intel is now facing a much stronger AMD and Nvidia, plus six start-ups—the rules of engagement have dramatically changed while Intel sunk money into projects it can’t seem to get off the ground.
The best thing Intel could do at this juncture is to find a partner and sell off the group. It could even be dressed up as a strategic move, just as they did going to TSMC to build the dGPU in the first place. The company can’t continue to carry an enormous payroll, pay a competitive fab for wafers, and then ask governments to subsidize its investments in new fabs that can’t even build the parts they are presumably designing. Not only is that a bewildering investment strategy, but it’s also an embarrassment.

Izvor: Jon Peddie Research