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7/12/2025, 7:34:22 AM
>>105876609
They're cutting everything. Tan's philosophy is that there are no sacred cows in the company, so everything needs to be downsized because they can only do so much and need to focus on reducing costs immediately for shareholders and he'll work from there. He did say he'll focus on minimizing middle management but I think people mistaked it for not touching anything else at all when he was somewhat clear he had to get Intel back to profitabiltiy before anything else. I disagree with him cutting on fab because it was the thing that Pat invested and protected and where they are closest to regaining some sort of leadership. The fact that they cut there in spite of its importance in Intel's strategy is dumbfounding to me.
>>105877650
>sell the GPU division to AMD
Not happening, even if Tan is conceding they won't reach Nvidia in training in any reasonable time, they have to keep GPU because AI is that central and they need some GPU to actually make iGPUs at least.
>keep FPGA
FPGA is minority share now, it's practically gone.
https://newsroom.intel.com/corporate/intel-partner-deal-news-april2025
>RISC-V
This is all retarded when Intel already cancelled Pathfinder for RISC-V and Horse Creek under Pat. They need to reinvest way more to make it viable. I doubt it will amount to anything if they tried, Intel needs margin and profit now.
>AI
The fact you are only sprouting OpenVINO and have only anecdotal evidence for its usage is amazingly ignorant. OpenVINO is the primary means you run diffusion via plugin with GIMP and Krita. That by itself is already a huge big userbase. And talking about OpenVINO is only one of their frontends for using AI on their hardware. They got support for a lot more using oneAPI.
They're cutting everything. Tan's philosophy is that there are no sacred cows in the company, so everything needs to be downsized because they can only do so much and need to focus on reducing costs immediately for shareholders and he'll work from there. He did say he'll focus on minimizing middle management but I think people mistaked it for not touching anything else at all when he was somewhat clear he had to get Intel back to profitabiltiy before anything else. I disagree with him cutting on fab because it was the thing that Pat invested and protected and where they are closest to regaining some sort of leadership. The fact that they cut there in spite of its importance in Intel's strategy is dumbfounding to me.
>>105877650
>sell the GPU division to AMD
Not happening, even if Tan is conceding they won't reach Nvidia in training in any reasonable time, they have to keep GPU because AI is that central and they need some GPU to actually make iGPUs at least.
>keep FPGA
FPGA is minority share now, it's practically gone.
https://newsroom.intel.com/corporate/intel-partner-deal-news-april2025
>RISC-V
This is all retarded when Intel already cancelled Pathfinder for RISC-V and Horse Creek under Pat. They need to reinvest way more to make it viable. I doubt it will amount to anything if they tried, Intel needs margin and profit now.
>AI
The fact you are only sprouting OpenVINO and have only anecdotal evidence for its usage is amazingly ignorant. OpenVINO is the primary means you run diffusion via plugin with GIMP and Krita. That by itself is already a huge big userbase. And talking about OpenVINO is only one of their frontends for using AI on their hardware. They got support for a lot more using oneAPI.
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