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Comment by civilitty | Hacker News Reader

Hopefully this will be the kick in the backside that Intel needs to start leading again.

Intel, just like Boeing and to a lesser extent many other F500 companies appear to be fully financialized at this point. Their executives probably wake up each day and think about how much stock to buy back and nothing else.

Do they even remember what it is the company used to do for a living?

Microsoft was able to reverse it, hopefully Intel can as well.

Intel rested on their laurels for many years but their processors are neck and neck with AMD in some segments (probably because they had margin to burn, which they now have to stay competitive). And they are still adding fabs in the US. When I think of financialized companies I think like IBM. I wouldn’t count Intel out yet.

I don’t know if they have been resting on their laurels. Alder Lake which was a huge departure from their previous architectures came out at a very good time - just as their previous design was running out of steam. It takes years to get a new design from drawing board to production.

IMHO Intel’s R&D was humming along just fine but the company as a whole had problems pushing stuff into full production. The new CEO managed to get the company into shape enough to actually ship things again.

IBM is a good example, all that is left is rearranging ships on the deck while it goes down.

https://www.macrotrends.net/stocks/charts/IBM/ibm/net-income

Intel was this way, but IMO Pat Gelsinger has turned it around — as per this, their surprisingly competitive GPU perf, and hopefully Intel Foundry Services.

IDK if it's enough to call it a Satya Nadella-like CEO transition, but I've been pretty impressed watching it happen.

I went with the A770 for my new desktop this year and couldn't be happier.

They did one thing in their first gen that ATI/AMD and Nvidia have always completely failed to do: release 1st party open source Linux drivers that just work without any fuzz.

I see no reason to ever even look at an Nvidia or AMD card again, for my own purposes, assuming Intel keep releasing GPUs. It's laughable how bad their drivers have always been. And Nvidia's pricing is a disgrace.

Aren't AMD drivers open source for linux?

No. Not the fully featured ones.

Also, the way they've dragged their feet on this for decades, and still do. Doesn't inspire confidence.

When I will buy the next laptop of videocard, I'll have a look at intel gpus and linux driver situation.

On my laptop I have disabled the NVidia GPU on linux because of the drivers, and use the AMD integrated GPU. Hope Intel will prioritise open source GPU drivers in the future, if they will do that sincerely it will win goodwill from me and hopefully from the community as well.

The open source ones should be fine for a laptop APU. Certainly alot better than whatever the hell Nvidia think they're doing...

But yeah, for fancier features like OpenCL, Vulkan, raytracing, you'd have to use amdgpu "pro" drivers which includes many proprietary parts.

Intel are definitely committed to providing open source Linux drivers for the gpus, at least based on past behaviour. They've had open source drivers for the iGPUs pretty much since the beginning(2010), IIRC.

My last two desktops actually didn't have dGPUs at all because I couldn't be bothered, and I'm not much of a gamer. But now GPUs are too important for many other things, so I'm very happy that Intel got into it. And they didn't disappoint with drivers again really. Though it did take some time to get really sorted, mostly because they had a lot of driver tech debt to sort out on all platforms. So drivers have been shifty all around, but now they're quite stable.

You don’t need to use the pro drivers for Vulcan, in fact the open source RADV driver typically has better gaming performance and compatibility than the pro package.

If you are on linux you are happy that the game runs, you don't care about the 10% more fps you could get with the competitor GPU.

Since graphic cards do more than rasterization and lighting, it is very important to have a serious GPU with open source drivers, so that all the other open source projects related to ML can do more. I suppose my next GPU will be from intel (never thought I would say good things about them, after they almost killed the x86 cpus).

> their surprisingly competitive GPU perf,

I think the only thing Pat Gelsinger deserves credit for when it comes to Arc is firing Raja Koduri.

Whether or not this turns out to actually be good for the company or not remains to be seen. A lot is riding on Battlemage not being a mess like Arc was.

Hope it will fire the guy that releases new cpu sockets without reason.

I bought an AMD AM4 socket motherboard 3 years ago for a good price ~55$ (A320MK) and recently I upgraded the CPU (a 5600G - 12 threads at 3.9GHz with powerful integrated GPU for 100$) and the motherboard supports it. Very nice!

Yeah, that's why back in Jan 2021 Intel ousted their CEO Bob Swan, who was a finance guy running Intel into the ground.

The replacement CEO, Pat Gelsinger, has an engineering background and looks to be fixing things properly:

https://en.wikipedia.org/wiki/Pat_Gelsinger

The Intel board looks to have recognised and addressed the financialisation problem properly for once. Pretty rare for a board.

Pity the boards of IBM, HP (etc) haven't been as capable.

Well, that's missing a rather important part of the picture. The real culpit is Brian Krzanich, who, with beloved approval from the board I assume, completely destroyed the company. The cardinal sin was being way overly aggressive on the process technology which completely failed and left intel stuck on 14nm for way too many years. They use an "inappropriate work relation" as a reason to kick him out, but that obviously wasn't the real reason.

Bob Swan clearly wasn't the guy that could fix all this. Pat finally got the job he always wanted (he left for VMware because he didn't get it originally), but Intel is ship that's hard to turn (floating iceberg might be a more fitting analogy).

I'm rooting for Intel; I have friends there and competition is good for us consumers. Also, Intel is a friend of open source.

Ahhh, thanks. I'd wondered whether the CEO prior to Bob Swan did much of the damage, as Intel were known to have fucked up the process side for years by that point.

Sounds like a clear Yes then.

That being said, Bob Swann was the Intels' CFO from 2016 prior to his becoming CEO. So he was still involved during the later part of Brian Krzanich's tenure.

It's more than process problems though, and really more than BK too. Intel was the proverbial termite-riddled house by the 2010s on multiple levels.

BK was COO from 2012 and CEO from 2013, and intel was already starting to spin its wheels by that point on stuff like modems and atom and wireless and lacked a proper strategic direction. It's hard to know how much internal jank was in the architectures back then but it probably wasn't insignificant, after all Core M ties back to Pentium III and P6/Pentium Pro at least.

He certainly didn't help anything but the organization that produced BK (he started as an engineer) and put him in the boardroom wasn't going to pick Lisa Su or Jensen Huang as plan B. The organizational forces that gave us BK would have put another suit in the chair and applied the same pressures to them, the problem with historical counterfactuals is always that these forces really matter more than specific individuals being in the chair in most cases.

People forget, he was literally a process engineer by trade too, it's not like he came in as a beancounter. That was all just natural pressures of the market.

On the other hand, if you count out 5 years from when he became CEO... that's around the time the problems started with 14nm (Broadwell struggled to be born) and the point where uarch performance progression really stalled out etc. And of course 14nm was followed by 10nm and the interminable delays.

But in hindsight a lot of the delays appear to have been "termite problems", yes the process was a mess but the IP teams couldn't get their shit together either, and that's why server products have been running 2+ years behind schedule, Alder Lake has its AVX-512 disabled, Meteor Lake is not happening on desktop, and 2.5GbE is going back for its... sixth stepping? Those teams are underperforming and it has nothing to do with 10nm delays.

I realize 2015-2017 is when shit started really hitting the fan but like, unless BK walked in on day 1 as CEO and was like "alright boys we're making Broadwell shitty and giving Skylake-X the worst AVX-512 implementation known to man" it's not entirely his fault either, just the termite rot was still not structural yet. Both the fab teams and IP teams were having visible problems already not too long after he took the chair.

He's not a great CEO by any means, and he actively made things worse over his tenure but... it's kinda hard to believe that he just actively made Intel shit in 4 years as CEO all by himself. They had to have had problems already, and some things like Pentium 4 and Meltdown (which goes all the way back to P6) point to that. But moore's law was the great equalizer back then... just right the ship and catch up on the next node and you'll be fine. Nodes are an active problem right now and it requires advanced packaging that is placing more emphasis on the architecture to cater around that. Things are just a lot harder now.

> Alder Lake has its AVX-512 disabled

Alder lake has AVX-512 disabled because 512 bit data paths on atom cores don't make sense and Microsoft couldn't execute on a IHV specific scheduling change so quickly. AVX2+ and later Windows scheduler changes will take care of this. Just like P-states, Intel now has hardware scheduling hints for the OS as well.

> Meteor Lake is not happening on desktop

Because arrow lake is tracking closely within 6 months and MTL/LNL are focused on the platform power efficiency.

> Those teams are underperforming and it has nothing to do with 10nm delays.

It very much has to do with process nodes as well, with tight coupling of process to chip area (yield, thermals) and number of transistors.

AVX-512 on atom is cool, KNL was a good idea.

I get that they aren’t making these chips for me, but Alder lake with AVX-512 would have been so cool, it would be like having a Phi in the same package as your main cores.

I’m not sure what exactly killed the Phi, but not having to talk through PCIe might have given them a chance to keep up with the inevitable march of NVIDIA Tesla bandwidth improvements.

What does "start leading" even mean? Every CPU launch, AMD is ahead and the Intel beats them or Intel is ahead and then AMD beats them. There is no leading here. There are only wins for people who want CPUs that keep getting faster, cooler, require fewer watts to run, and overall improve generation upon generation.

And meanwhile they're both getting cucked by Apple because the Intel/AMD brand monoliths are too heavy to make any groundbreaking/architectural changes now.

AMD's Zen 4 chips are competing with Apple's M2 on performance and at least closing the gap on efficiency. Intel's Alder Lake is losing on efficiency but is still trading blows for performance. I am generally a fan of Apple but the M2 was just a modest iteration of the M1, it's not a groundbreaking architectural change either. Even the Pro/Max/Ultra die multiplication strategy is unlikely to continue competing much longer, the latest M2 Ultra is losing to AMD and Intel in some aspects right out of the gate.

In most aspects.

The m2 chip is more power efficient, but it can't compete against Intel and amd

I don't know about that either, based on Tom's Hardware review of the M2 Ultra it is still pretty competitive and well rounded.

Intel beats Apple at most specs but the margin is too small to say Apple "can't compete", especially for a company that didn't even have a desktop CPU three years ago.

M2 is still quite far ahead in user-interactive tasks like browser and JVM, as shown by actual user experience in battery life. Cinebench isn't exactly the only efficiency test and Anandtech shows AMD still trailing far behind on the SPEC2017 suite (a variety of real-world applications).

In desktops (Mac Studio etc) where you can run unlimited watts, yeah Apple doesn't do as well there, but the efficiency is still amazing. And in the laptops, the actual user experience shows the cinebench numbers aren't capturing something.

I'm not sure if I even trust Intel/Windows at this point. The m1 macs are just so much snappier in absolutely every way imaginable than my old 11th gen Dell. My old PC would some times take minutes (!) to fully wake up from sleep, the battery drained in a couple of hours when coding, and it was sluggish the whole time compared to plugged in performance. I plan to see if I can borrow someone's 13th gen PC and use it for a week and see how it compares. I'm not able to find any reviews that covers the user experience on and off wall power.

"My old PC"

Well of course a newer laptop of going to be "snappier" lmao.

"My new car is faster and more fuel efficient than my old car"

11th gen Intel isn't some ancient PC, it released in 2021, before the M1 that user compared it to. Don't be disingenuous.

Aha, it's still a perfectly cromulent point. _every_ device starts off fast, phones laptops, whatever.

I've had quite a few MBs and they all slow down after a while, needing an overhaul/refresh in the same way that windows machines, phones etc do.

Get that red memory pressure and kernel desperately swapping pages in & out, woooo. Perhaps things are different with >16GB machines with the SSD mostly empty.

I've never had slowdown issues with PCs or Macs unless hardware is outright failing. You can stop gaslighting us now.

> I'm not sure if I even trust Intel/Windows at this point

It helps that it's Unix on the desktop. If you're comparing against a Windows install then I'm sure yes it will be way snappier, if you're comparing against Linux it really shouldn't be. Linux doesn't always have powersaving down quite right etc though, ofc.

The sales pitch of OS X to powerusers imo is that it's Unix on the desktop that is well-supported by the vendor and has a good ecosystem of professionally made apps. If you want to tinker there's nothing inherently bad about Linux either, but OS X actually does just work fairly well, although it's not without flaws as well. But it's faster than Windows, less amateur than Linux, actually has a user base unlike BSD. So it sits in an interesting spot - the "willing to spend money" niche.

There are a number of downsides and unpleasant aspects to OS X too, of course. But yeah, it's inherently going to be snappier than Windows if that's your reference point, *nix generally is, that's not OSX exclusive either.

People are generally more hostile to vendor hardware-software integration today than they used to be in the past, I think. Amiga, BeOS, SGI, HP-UX, Solaris, Cray, Nonstop, zSystem, CUDA... there is a lot of the computing world that runs on proprietary hardware-software integration and always has.

It has been an interesting sea change that people see open/plays nice as the default, it's an interesting sign of how copyleft has won in the long term that proprietary is seen as greedy/suspicious in general. I've been feeling that's a significant thing for a while. People are hostile to these products when sometimes it's simply paying more for a specific thing or a niche, if you want a premium *nix laptop the M1s are very nice actually.

By Apple? Or by ARM?

There's a reason it's an "ARM" processor & not an "Apple" one, even though yes, Apple did contribute a lot of their own design to their specific chip.

Unfortunately, Apple took the shortcut of gaining performance by having memory/SB/NB/kitchen sink all together on the same die, which is very...not scalable. It's a good way to be "top in class" for the class your in, but it comes with a ceiling; you can't hit the higher levels because where competitors can use the whole die for processor, Apple are stuck using only part of the die, the rest being used for memory/controllers, etc.

Absolutely stellar architecture for laptops for sure, but not so great for desktops/servers, imo.

> where competitors can use the whole die for processor, Apple are stuck using only part of the die, the rest being used for memory/controllers, etc.

The memory isn’t on the same die in the M-series chips.

It's an Apple M2.

It's only been perennial leapfrogging for the past several years, when AMD has been doing well with their Zen processors and Intel has been on a recovery path from their 10nm failures. But before that, there were a few stretches of several years each where Intel was solidly in the lead and AMD was always an also-ran. Intel couldn't have retained their dominant market share for decades without having those long periods of undisputed technical leadership to solidify their lead.

> Intel couldn't have retained their dominant market share for decades without having those long periods of undisputed technical leadership ...

That kind of misses where Intel pulled all kinds of illegal business tactics to have AMD excluded from manufacturers, etc.

But people are pining for the "good old days" where Intel sucked, but AMD sucked more. Now these two companies are competitive and innovating. This is how it's supposed to be.

Sounds like someone either wasn't around for, or forgot about, both the Athlon era (when folks were just as likely to have an Intel as they were AMD), as well as the 486 days, where folks were just as likely to have an Intel as they were a Cyrix (thanks, Quake, for ruining that party).

It's not "only the past few years", it's "we're back to healthy competition" after a period of basically illegal business practices breaking the market.

@wtallis I have a question unrelated to this thread, but if you have a way to contact you privately it's about an article you wrote in 2017. Thanks

Intel is producing amazing GPUs AND CPUs right now.

They really are not making amazing GPUs. The ones on the market are only decent value because Intel is selling them far below what it cost to make them, because there's no way they could sell them at proper prices. Even still, they have ceased production, and the product is still on the shelves.

Honestly being anywhere on the competitive spectrum is pretty impressive. GPUs aren’t just some commodity product.

They’ve required decades of iteration to lead to the flagship products we have today. To achieve at least a fraction of that is an achievement of itself.

But yeah I am going to hold on to my NVDA for now.

Haha, yeah, in any reasonable comparison to like “complexity of things that humans have made over all time,” they are definitely pretty amazing. But they appear to be third best among their peers. I’d take an Intel dGPU though.

I'd have it the other way around. Intel's doing OK with cpus but man their P-core is way too big & hot. They've been adding and adding to the same core design for a decade & it's a monster. Also their process is still flagging. They've managed well for such limitations but real change has to come, soon.

Meanwhile Arc is kicking ass. It's launch was a dud, but the team has really kept pushing on making the chip run better and better & it's such a great value now. People need to reassess the preconceptions they formed at launch. https://www.digitaltrends.com/computing/intel-arc-graphics-c...

Again, it only looks good because it's sold at such a deep discount.

A770 has a 400mm^2 die and a 256-bit bus to 16GB of GDDR6. It only competes favorably to cards that cost less than half of what it did to manufacture.

You can say that it's a great deal for a consumer, but it is a terrible deal for Intel, and the only reason they are selling them for such a price is that they already have the stock and couldn't sell it for any higher price.

There could definitely be a lot of truth to this but we don't really know do we? Do we have any idea how much these chips actually cost various chipmakers?1

Amd's rx580 was a $280 gpu with 256bit bus too. It got down near $200 for a while. It was only 240mm^2 though. I simply don't know what chips actually can cost these days. I wouldn't be surprised to find out Intel's taking a bath here but I also would be super unshocked to hear other folks making gpus have colossal markups.

Tuna-Fish decides what qualifies as a "discount" simply by shooting out of his ass, unless you have insider knowledge you'd like to share.

Completely disagree.

The new P's are insane.

I have an i5-1240p and it's the best chip I've ever owned.

12 cores, 25w tdp.

The -P SoCs are not the same thing as the P-cores contained within. The i5-1240P SoC has 4 P-cores and 8 E-cores. The -P at the end of the model number denotes it as being in the middle product segment of their mobile lineup, between the lower-power -U models and the higher-power -H models. All three product segments use the same P-cores and E-cores, but in varying quantities and clock speeds.

Apologies, I misunderstood.

In any case, the i5-1240p is fantastic. I wouldn't prefer any other SOC over it given it's an Intel, an x64 chipset and an absolute animal in power, compatibility and performance (especially multi-core).

Also, their n100 chipsets are insanity for low-end, low TDP computing. I don't think there is anything comparable on the market. As I understand it, this uses all efficiency cores.

An n100 server could handle any task you could ever throw it and only pull 6watts of power.

They're only too hot and inefficient when run at 5+ ghz. You'll see those same P cores perform very admirably in terms of efficiency when they are run in their peak efficiency zone, like in server and mobile chips.

They did it to take market share, and they have, slightly (6% market share against AMDs 9%). If you look closely their software story is miles ahead of AMDs, so I can see them coming to a comfortable second in the next few years… which is nothing small given the leader is apparently a trillion dollar company.

Their APUs are not competitive. Somehow the 13 gen has a worse igpu than previous generations. The CPU is plenty fast, though.

Meanwhile, you can run Cyberpunk on the newest AMD APUs.

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