We'll have Zen moments... and we will put pressure on NVIDIA, said Intel CEO.

by Hilbert Hagedoorn on: 09/08/2021 12:51 PM | source: wccftech | 25 comment(s)

Intel's CEO and CFO discussed the company's strategy in consumer sectors, customers, and data center x86 during an interview. Additionally, executives discussed their intentions for new cloud customers and products, including as Alder Lake, Diamond Rapids, and Xe-HPG ARC GPUs.

Intel CEO Pat Gelsinger was asked: When will Intel have a “Zen moment”? (referring to AMD's Ryzen 3000 generation), to which he replied saying that "Alder Lake will bring 3 Zen-like innovations. " One of these innovations being the heterogeneous architecture (HSA) itself, including large and small cores.

Pat also said that “AMD doesn't have anything like that” and “with HSA, Alder Lake CPUs will feature high-performance cores along with a more energy-efficient version of the large cores, which will increase efficiency and have a higher multithreaded output ”.

Intel is also working on next-generation architectures in its research and development labs, and according to the company's CEO, "it will be a significant step forward and much beyond anything that has been discussed previously." Pat Gelsinger could be referring to the Meteor Lake or Cove cores that have lately been exposed due to a breach.

In addition to mentioning AMD, the CEO also made notice of NVIDIA's graphics processor. Pat predicted that Intel's GPU design would place pressure on the environmentally-conscious corporation for the first time. Intel is attempting to penetrate all market categories, including desktop PCs and discrete mobile graphics devices.

Pat also talked about how they want to regain trust in the cloud and data center segment. According to the CEO, Intel recognizes the threat from AMD and that that has been the case ever since Brian Krzanich called AMD "formidable competition. " He said it is his job not to allow AMD to reach a market share of between 15% and 20%.

Pat Gelsinger acknowledged that there was a period of several years that they lagged behind AMD . All due to poor execution of your server and cloud strategies. However, they plan to do a better job with products like Ice Lake and the upcoming Xeon Sapphire Rapids and Diamond Rapids.

The Xeon Sapphire Rapids will be in direct competition with AMD's EPYC Genoa . The latter will present a great improvement over the current EPYC Milan . Intel's Xeon Diamond Rapids SP could be the first to lead over EPYC, but they are expected to ship in 2025.

In short, it seems that Intel's strategy could work if it is well executed. It is true that Intel still has the largest share of the market, but that AMD has gone from 0% in 2017 to more than 10% in 2021 is an indication of something.

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fantaskarsef
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#5944889 Posted on: 09/08/2021 05:31 PM

Buzzword interviews... like watching Lisa Su on Bloomberg TV with closed captioning...

waltc3
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#5944895 Posted on: 09/08/2021 06:02 PM

While Intel is having its Zen moment, AMD will be having its Zen-4 moment--or maybe even its Zen 5 moment, depending on when Intel ships Alder Lake, I suppose. Be nice when Intel decides to provide a firm ship date, won't it?

tunejunky
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#5944915 Posted on: 09/08/2021 07:31 PM

i think mr. Gelsinger is great.
confidence is key in righting an adrift ship (err...umm... a money making adrift ship).

but pc enthusiast press buried the lede.

the lede is contract fabbing.
while TSMC was able to apply new ARM processes and techniques working hand in hand with vendors and suppliers to x86, Intel got caught behind being complacent.

but mr. Gelsinger is absolutely correct when he says over a third of Enterprise wants x86 solutions for infrastructure compatibility. and about that number of clients have approached him for custom silicon. and that's where the money is.

buried even further was mr. Gelsinger's point about outsourcing silicon for certain products like consumer cpu's and TSMC was specifically mentioned. we already know that Intel has licensed patents from TSMC and that some silicon would be fabbed there.

what this says to me is that Intel's new process(es) are not price competitive in the low margin world of (most) consumer cpus. while Intel is the second largest fab (by a mile) they realized that capital intensive development is necessary to achieve the scale required to compete and potentially win. THAT's where the Biden Administration's new Defense contract comes in.

but because shareholders are strictly "what have you done for me lately", (imho) outsourcing I-3's and I-5's make a lot of sense as there is very little margin.
I-7's and I-9's are more halo products, but i wouldn't be surprised if mobile was outsourced too.

Venix
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#5944941 Posted on: 09/08/2021 09:34 PM

Everybody remember the sandy bridge moment , while the sb was the nail in the coffin i do not agree it was the winner one ! The win came 1 generation earlier with Nehalem since amd finally managed to catch up to intels core 2 with their phenom2 ... Then if i remember right 2-3 months later nahelem with the corei7 920 and higher models came along and laid ruins ... Sandy was a big leap but the war was already won by nahelem a long time ago especially since those puppies where clocking with fsb incriments still !

Loobyluggs
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#5944980 Posted on: 09/08/2021 11:47 PM

Actually it was the Core microarchitecture (Core 2 Duo and Core 2 Quad) that Intel took back the performance crown from Athlon 64 X2 and had been doling out the beating on AMD until now.

True, but...the thing overclocked to 5Ghz on air and was in the $300 range - and this is more about num of cores/threads at the lowest price, divided/mulitplied by the CPU speed?

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