We are better than AMD and we are going to put pressure on NVIDIA, said the CEO of Intel

We are better than AMD and we are going to put pressure on NVIDIA, said the CEO of Intel

During an interview, the CEO and the CFO from Intel spoke about the company’s strategy in the consumer, customer and data center segments of x86. Executives also gave details of their plans for new cloud consumers and products including Alder Lake, Diamond Rapids and GPUs Xe-HPG ARC.

Pat Gelsinger, CEO of Intel, received the following question: 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 has nothing 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 higher multi-threaded output. “

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Intel is also preparing next-gen architectures in its labs and according to the CEO “it will be a big step forward and far beyond anything that has been talked about before.” Pat Gelsinger could be referring to Meteor Lake or to the nuclei Cove that were recently leaked.

Intel plans to push NVIDIA for the first time with its ARC GPUs

The CEO, in addition to talking about AMD, also mentioned NVIDIA. Pat said Intel’s GPU architecture would put pressure on the green company for the first time. Intel seeks to attack all segments, including desktop PCs and discrete mobile graphics.

Intel plans to gain leadership in cloud with better execution

Pat also talked about how they want to regain trust in the cloud and data center segment. According to the CEO, Intel acknowledges the threat from AMD and that has been the case since Brian Krzanich called AMD a “formidable competition”. Said it’s your job not to allow AMD to reach a 15-20% market share.

Pat Gelsinger acknowledged that there was a period of several years that they were 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 with the next Xeon Sapphire Rapids and Diamond Rapids.

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The Xeon Sapphire Rapids will be the direct competence of the EPYC Genoa from AMD. The latter will present a great improvement over the current ones. 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.

Will Intel be able to cope with NVIDIA with its GPUs?

Source: WCCFTech


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