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