back to article Facing stiff competition, Intel's Lisa Spelman reflects on Xeon hurdles, opportunities

Intel's 5th-gen Xeon server processors have launched into the most competitive CPU market in years. Changing market demands have created opportunities for chipmakers to develop workload-optimized components for edge, cloud, AI, and high-performance compute applications. AMD's 4th-gen Epyc and Instinct accelerators address …

  1. HuBo Silver badge
    Holmes

    Major shoes to fill?

    Gelsinger's done a tremendous job of right-shipping Intel back onto its successful tech-oriented route (away from financial services) and the stock market responded in kind with near doubling of stock price since last December (from $27 then, to $47 now). I expect this success to continue, but also, at some point, Pat may want to ease-up a bit and leave the reins of the chip shop to some equally qualified and charismatic leader, if only to not have to do push-ups live on stage at every keynote! Could Lisa Spelman be the one to fill his shoes in this role?

  2. Anonymous Coward
    Anonymous Coward

    AMD Instinct

    "AMD's 4th-gen Epyc and Instinct accelerators address each of these markets."

    That may be true, but AMD can't really hold a candle to Nvidia in the AI space, or for datacenter GPUs in general. Not just because of the wide prevalence of CUDA (also because AMD has been asleep at the wheel by lack of investment in openCL and GPGPU in general) but also because previous FirePro and Instinct GPUs suffered from lackluster support (MxGPU, AMD's SR-IOV for GPUs, was a buggy failure that has now been abandoned, and on top of that driver support for DC FirePro and Instinct has been surprisingly mediocre and short-lived).

    I have more trust in intel to turn ARC into a serious DC GPU competitor to Nvidia than for AMD to get its act together this time.

  3. nautica Silver badge
    Alert

    Date: Tuesday, 19 December, 2023.

    I cannot get past the fact that, about a year ago, Intel CEO Pat Gelsinger made the statement that Intel would be profitable by the year 2024.

    That's thirteen days away, Mr. Gelsinger.

    1. RandomIdiot

      Re: Date: Tuesday, 19 December, 2023.

      Why so pesimistic? 2023 3rd quarter GAAP profit was $0.07/share

  4. Anonymous Coward
    Anonymous Coward

    Power consumption, that is all. Sort that and the balance of CPU choice will shift.

    1. APseudonymousCoward

      Data centers these days are constrained by power and cooling capacity and not floor space. In a lot of locations occupied by hyperscalers more capacity cannot be obtained from a power utility without multiple years, perhaps even a decade of delays.

      Obviously no one wants Intel in that environment.

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