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Gelsinger out as Intel CEO

Holy snappin'.

I get that heads roll when the shit is in the fan but Intel's problems go back to when they had their foot firmly on AMD's neck.
 
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Holy snappin'.

I get that heads roll when the shit is in the fan but Intel's problems go back to when they had their foot firmly on AMD's neck.
This is a good thing. Good ole Pat is on record saying that computer graphics has no impact on the future of computing. You need look no further than him to see why they're not even attempting to compete in the GPU space and if their mediocre 160 & 192 bit graphics cards aren't a success they will relegate the future iterations of their GPUs to on CPU die only.

I had high hopes that Intel might shake up the market with some competitive GPUs... However, all they did was shake up the market looking like they were about to fold. Arrow Lake is hot garbage, they're being sued for all the failures of 13-14th Gen parts. They tossed out Keller's designs, not that he's space Jesus or anything. He just knows which engineers to put together to design some good shit. Intel, clearly, didn't listen.

Dude was bleeding the company for 20 million dollar bonuses while he was firing his global workforce. They should have terminated him earlier.
 
I had high hopes that Intel might shake up the market with some competitive GPUs... However, all they did was shake up the market looking like they were about to fold. Arrow Lake is hot garbage, they're being sued for all the failures of 13-14th Gen parts. They tossed out Keller's designs, not that he's space Jesus or anything.

Well, he could be space Jesus...

I agree with your analysis. I'll say it again: Intel is going all the way down.
 
Holy cow. I didn't see that coming at all

How could that be? The company took one of the principle 486 design engineers and hailed him as the man to manage a company that makes modern processors. It was a pipe dream. He'd be a great engineering manager. But CEO?

Gelsinger was the wrong pick. Thje pick was the epitome of surviving on the fumes of the past.
 
While I am not the biggest Pat Gelsinger fan, it feels wrong to blame this long time coming train wreck on him.

Yes, he has been with Intel for a long time, but he wasn't always in a strategic decision-making position.

I agree he probably wasn't the guy to dig them out of the hole they find themselves in though.

When a company needs structural change (and Intel does) putting the old guard who know the company well in its pre-change configuration is rarely the way to go.
 
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I've been wondering when this was coming, I was thinking after the holiday's. But i guess they wanted a new face at ces to kick of the new year.
 
This is a good thing. Good ole Pat is on record saying that computer graphics has no impact on the future of computing. You need look no further than him to see why they're not even attempting to compete in the GPU space and if their mediocre 160 & 192 bit graphics cards aren't a success they will relegate the future iterations of their GPUs to on CPU die only.

I had high hopes that Intel might shake up the market with some competitive GPUs... However, all they did was shake up the market looking like they were about to fold. Arrow Lake is hot garbage, they're being sued for all the failures of 13-14th Gen parts. They tossed out Keller's designs, not that he's space Jesus or anything. He just knows which engineers to put together to design some good shit. Intel, clearly, didn't listen.

Dude was bleeding the company for 20 million dollar bonuses while he was firing his global workforce. They should have terminated him earlier.

Oh, absolutely, what I mean is that Gelisinger is kind of a symbol of Intel's problems. Gelsinger is like a very bright beacon surrounded by lots of other, smaller beacons. They have unit managers that have been around since the 90s in units that have been foundering for 20 years. They need to get those GPUs cranking, not for gaming but for the data centre. The AI bubble will deflate and sure, there are lots and lots and lots of AI companies that are absurdly overvalued, but even when the bubble deflates there will still be huge demand for those GPUs and Intel is empty handed when it comes to competing even with AMD. The hype around AI will die and what will be left is the companies that actually do things, make things, and advance the technology, Intel is not one of them. I mean, Nvidia is even eating their lunch in networking, just by being a relevant company with a known and valuable brand. Intel only has a known brand and it's not a good brand.

I'm not sure Intel is agile, active, or creative enough to stay relevant. I can picture a future where Intel is just another coddled corp in the US, relying on that government tit to even stay in existence. Trickling out widgets and doodads for defence contracts.

That.. and Gelsinger is going to make even more money from his near-ultimate failure.
 
Man, this is sticky. Pat was Mr. Double-Down on the foundry side of the business, and that's what has been the enormous cash suck.

And now that the CHIPS money is a done deal, and it requires that Intel maintain controlling interest in their fab... what does that mean for Intel's long-term fab strategy now?

I have to feel like Pat would not have resigned if the pain-period were over for the fab operation. And now they're stuck with it.
 
How could that be? The company took one of the principle 486 design engineers and hailed him as the man to manage a company that makes modern processors. It was a pipe dream. He'd be a great engineering manager. But CEO?

Gelsinger was the wrong pick. Thje pick was the epitome of surviving on the fumes of the past.
Pat failed at all things engineering, at all points in his career in which he was the lead. He is the architect of Intels failures. He was part of a team early sure. His time as CTO set intel up for a decade of failure which he skipped out on. Then he returned and every single thing they have released with him at the helm has massively under performed. OR was defective.

Its not a small thing to say that Intel has had 3 generations now of CPUs with either degrade with use issues or shipped with degradation like issues as a launch feature. The 3 newest gen Intel chips are either likely to blue screen/kernel panic your systems within a few years, OR right out of the box. Pat set the path for the years of 11nm+++++. Hell if we really want to pick on the guy he was CTO while Intel decided their CPUs didn't have to do security checks on branch prediction cache requests. Something that there is ZERO doubt in my mind he know about and signed off on. Side channel white papers have existed for years prior to those designs. In fact Apple had secured their OS against side channel attacks even before they started using Intel chips. (years before Specter and Meltdown) They were not clairvoyant... they simply read the standard security research.

If it isn't clear. F Pat and the pale horse he rode in on. If Intel goes down it was 100% that clowns fault. IF it doesn't... it is 100% because they got rid of him.
 
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I imagine his retirement was what Intel had to accept in order for the US gov to release Chips funds before the end of the year.

Intel up 3.5% so far today. Hopefully Intel choose better this time.
 
Damn. I thought he'd be good for the company, and they'd give him at least one more major release before deciding to can him or not. He came in when it was REALLY fucked up, and tape-out on silicon is so far out that you can't turn the ship in a couple of years. I assumed he had a 5 year window to show improvement...

Should have stayed at VMware.
 
Gelsinger didn't fail outright so much as he inherited a wayward ship that he wasn't going to turn around quickly even if he did everything right (and he made mistakes, to be clear).

Intel fell prey to the same hubris and lack of adaptability that plagued Microsoft under Ballmer. It didn't fully recognize the threat posed by mobile, and underperformed when it did (remember those short-lived Atom phone chips?). Ditto ARM — I think Intel was blindsided when Apple announced the transition to in-house silicon, not to mention other companies' moves to ARM for servers.

Gelsinger was better as Intel CEO than Ballmer was as Microsoft's, as he was fully aware of what had happened. But the company as a whole had become complacent and assumed that it and x86 would continue to dominate indefinitely. I'm not sure where the bottom is, but I can only hope that the next permanent CEO digs the company out.
 
How could that be? The company took one of the principle 486 design engineers and hailed him as the man to manage a company that makes modern processors. It was a pipe dream. He'd be a great engineering manager. But CEO?

Gelsinger was the wrong pick. Thje pick was the epitome of surviving on the fumes of the past.
Gelsinger was a hellaciously good CEO at VMware - I worked there under him, and with his direct reports, and he was one of the best they'd ever seen and - honestly - one of the best I'd ever worked with/for. He's the reason they grew to the point that Dell/Broadcom/et all wanted them that badly. He knew how to cut fluff (why VMware owned Zimbra, or SlideRocket...) and concentrate on the core parts of the company, and he grew them ~massively~ - and then concentrated and pushed for quality when that was a major issue.

I honestly thought he'd do the same at Intel, but it takes a LOT longer to turn a CPU manufacturer (silicon takes years to tape out), and I think he went in with rose colored glasses too.
 
Then he returned and every single thing they have released with him at the helm has massively under performed. OR was defective.

To be fair, he had only been CEO for 3 years.

CPU projects are long lead design projects.

Everything that has released during his tenure he inherited.

The amusing part is we won't see the products he had a real impact on during his tenure as CEO until years after he is gone.
 
Damn. I thought he'd be good for the company, and they'd give him at least one more major release before deciding to can him or not. He came in when it was REALLY fucked up, and tape-out on silicon is so far out that you can't turn the ship in a couple of years. I assumed he had a 5 year window to show improvement...

Should have stayed at VMware.
He wasn't far off the 5 year mark. He turned a 70 dollar stock into a 20 dollar stock. When you divide a companies stock value by 3. You tend to get fired. At least the US gov allowed him to retire.
 
If it isn't clear. F Pat and the pale horse he rode in on. If Intel goes down it was 100% that clowns fault. IF it doesn't... it is 100% because they got rid of him.

I'm sorry, but that is utter nonsense.

He inherited a shit show.

Reports on his leadership from elsewhere suggest he is a quite competent senior leader.

And he wasnt CEO at Intel long enough to have any real serious impact on their direction good or bad.
 
To be fair, he had only been CEO for 3 years.

CPU projects are long lead design projects.

Everything that has released during his tenure he inherited.

The amusing part is we won't see the products he had a real impact on during his tenure as CEO until years after he is gone.
By all indication all he has really been doing is canning projects. Such as Jim Kehlers royal core stuff. He also got ride of Raja on the GPU side... no matter what the prevailing thoughts were on him. For the most part all he has done since he came in was get rid of big names in CPU GPU and Fab. Ultra is 100% on him. He is probably going to take the blame for whatever follows it up as well.
 
The Foundry cash suck is taking Intel down. Now they're taking gov't cash which stipulates foundry ownership. A multi-billion dollar anchor that will drag Intel forever until it's spent. Pat is too attached to the foundry side to just let it go and Intel is bleeding dry because of it. Most all the other legacy issues are not on him but it hardly matters anymore.
 
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This is a good thing. Good ole Pat is on record saying that computer graphics has no impact on the future of computing. You need look no further than him to see why they're not even attempting to compete in the GPU space and if their mediocre 160 & 192 bit graphics cards aren't a success they will relegate the future iterations of their GPUs to on CPU die only.

I had high hopes that Intel might shake up the market with some competitive GPUs... However, all they did was shake up the market looking like they were about to fold. Arrow Lake is hot garbage, they're being sued for all the failures of 13-14th Gen parts. They tossed out Keller's designs, not that he's space Jesus or anything. He just knows which engineers to put together to design some good shit. Intel, clearly, didn't listen.

Dude was bleeding the company for 20 million dollar bonuses while he was firing his global workforce. They should have terminated him earlier.
He was massively underestimating the future then - but lets be honest, lots of folks underestimated what GPUs would become too (lots of places considered buying Nvidia early on and didn't). Vector math being useful for things other than graphics and HPC workloads wasn't entirely expected; I worked in the HPC space in 2002-2005 and we thought massive low-power parallelism was likely a future path there more than GPUs (see: Blue Gene /L)

He also killed lots of programs yes - but which of those had a real future? Lightbits was a storage platform a decade behind other DC storage platforms, Optane had never taken off at scale outside of SAP HANA (and that's going so heavily to the cloud now that it's a weak on-prem market), SCM as a storage layer never proved a need (NAND over NVMeoF was more than enough)... lots of cruft there sadly.
So where's that dude who was the amazingly strong Gelsinger apologist?

Not only is Gelsinger out- Gelsinger failed.
Oh he failed. I was a strong defender of him, for certain - and I thought (think? Hope?) they're on the right path in the long run here, it takes time to build a new CPU design and get there. Jim Keller went back to AMD in 2012 - Zen released in 2017. 5 years for a new design to tape out and get to release. The arrow lake successor is what I figured we'd see as the first real "Gelsinger led" solution, although I'd hoped Arrow Lake would be better too and show improvement on the way. I got worried when Keller's Royal Core was canned, and ARL doesn't show any notable improvement yet... I still figured he had one more release to see if he'd been right on that choice. Now I fear they're fucked, and can only hope that what they've been working on pans out. I don't want a single vendor market with just AMD any more than I want a single vendor market with Intel.
I've been wondering when this was coming, I was thinking after the holiday's. But i guess they wanted a new face at ces to kick of the new year.
I saw this coming right after Arrow Lake was released and Gamers Nexus review.
I honestly figured he had till the ARL successor came. If that was strong - groovy. If not - well, he had a full product dev cycle at that point, and if he couldn't get a good one out, then he needed to be gone. 5 years from start of design to release isn't abnormal for a CPU.
Pat failed at all things engineering, at all points in his career in which he was the lead. He is the architect of Intels failures. He was part of a team early sure. His time as CTO set intel up for a decade of failure which he skipped out on. Then he returned and every single thing they have released with him at the helm has massively under performed. OR was defective.

Its not a small thing to say that Intel has had 3 generations now of CPUs with either degrade with use issues or shipped with degradation like issues as a launch feature.
FWIW, all of those were designed before he came back, Alder Lake was through tape out in 2021 when he arrived (and ES/QS had been out for a bit already), Raptor lake was taping out at that point, and only 14th gen and Arrow Lake were in design still.
The 3 newest gen Intel chips are either likely to blue screen/kernel panic your systems within a few years, OR right out of the box. Pat set the path for the years of 11nm+++++.
Pat left in 2009 and came back in 2021 - I'm confused a little on your timeline here for 11nm+++? Did you mean 14nm (the half dozen Skylake variations)?

Grant the first half though.
 
He wasn't far off the 5 year mark. He turned a 70 dollar stock into a 20 dollar stock. When you divide a companies stock value by 3. You tend to get fired. At least the US gov allowed him to retire.

He had no part in that. At least not as CEO.

And he left the company prior to that 15 years ago, so rather little of what he did back then still impacts their current situation.

The Intel collapse was already carved in stone long before he started.

The Lord Jesus Fucking Christ himself could have been appointed Intel CEO in 2001 and the outcome would t have been significantly different.

With complicated long product development cycles like in the CPU industry you probably don't broadly see the impact of a CEO's top level strategic decision-making in actual products and market performance for a decade or more. Those strategic decisions take a LONG time to manifest in product and market performance. We wouldn't really have seen Pat Gelsingers Intel for a other 5 years or so.

We are really just starting to see the impact of Brian Krzanich's tenure of CEO now, for the last year or two. The impact of Bob Swan probably isn't even being felt yet.
 
He wasn't far off the 5 year mark. He turned a 70 dollar stock into a 20 dollar stock. When you divide a companies stock value by 3. You tend to get fired. At least the US gov allowed him to retire.
Started in February 2021. Which products was he supposed to influence? 11th gen was out, 12th gen was in ES/QS sample (taped out fully and in pre-production), 13th gen was in tape out, 14th in design, and 15th (Ultra) was in early design with Royal Core. Now we can argue all day long that he should have let Keller cook (when has betting against Keller ever worked for ~anyone~?) and that his E-core only dream is nuts (I think there's a use for both in DC and home uses), but arrow lake is the only one he could have had any influence on really, and not enough to truly define what it would be. ARL successor is his baby 100% on the standard 4-5 year timeline from start to release; we don't know what that will look like yet (but I'm worried).
By all indication all he has really been doing is canning projects. Such as Jim Kehlers royal core stuff. He also got ride of Raja on the GPU side... no matter what the prevailing thoughts were on him. For the most part all he has done since he came in was get rid of big names in CPU GPU and Fab. Ultra is 100% on him. He is probably going to take the blame for whatever follows it up as well.
Royal Core has me worried. Raja - eh, we'll see - he's better than what they had before for sure, and I'm not sold on their GPU business...

But what other projects with a future did he can?
 
I'm sorry, but that is utter nonsense.

He inherited a shit show.

Reports on his leadership from elsewhere suggest he is a quite competent senior leader.

And he wasnt CEO at Intel long enough to have any real serious impact on their direction good or bad.
Well lets see what people say now that he is gone. Pat is about to get blamed for the shit show the next CEO inherits.

Intels downfall has been a long time coming no doubt it long predates Pat as CEO. In fact I would put the real beginning of the end back to his time as CTO. He is the guy that set 10nm fab targets. He is not the only player involved but he was the head of tech when intel set 10nm targets. I will grant that was 2 gens ahead of where they were. Still he was the guy in charge when the targets were made. It might not be his fault that Intel didn't correct earlier after he left.... still he was a bit part of them setting a stupid aggressive path that obviously didn't pan out. IMO though the issue was not Pat it was a deep ingrained issue. Intel in the early 2000s seems to have had a culture shift. My feeling is all the old guard left. The early 60-70s engineers retired or moved on. The new mid Intel lifespan guys like Pat that started in '79... and was a part of the hey days of 386 486. Intel dominating all... started to believe the hype Intel created for themselves. Pat still talks like that. When he was made CEO with his first public words I knew how it was going to go, "INTEL will win be cause Intel is Intel and Intel engineers can do antyhing. INTELLLLLL" Paraphrasing. lol I am pretty sure Pat was passed over for CEO the first time (which lead to him leaving Intel) as there may still have been a few old guard on the board who knew better then make a Intel Zellot CEO. I really believe Pat can't (or at least couldn't) forsee any scenario where Intel wouldn't WIN at anything they did. The idea that the competition might kick you in the ass never crossed his mind... at least until the last year or so.
 
He had no part in that. At least not as CEO.

And he left the company prior to that 15 years ago, so rather little of what he did back then still impacts their current situation.

The Intel collapse was already carved in stone long before he started.

The Lord Jesus Fucking Christ himself could have been appointed Intel CEO in 2001 and the outcome would t have been significantly different.

With complicated long product development cycles like in the CPU industry you probably don't broadly see the impact of a CEO's top level strategic decision-making in actual products and market performance for a decade or more. Those strategic decisions take a LONG time to manifest in product and market performance. We wouldn't really have seen Pat Gelsingers Intel for a other 5 years or so.

We are really just starting to see the impact of Brian Krzanich's tenure of CEO now, for the last year or two. The impact of Bob Swan probably isn't even being felt yet.

Pat really was in on all the decisions that lead to 10nm stalling for years and 14nm also being quite late, and then going +++ as 10 continued to fail. Imagine how things would have went if Intel had just set realistic 10nm goals from the start. AMD would probably have went bankrupt. I know he wasn't the ONLY Intel guy that set the targets for 10nm. He for sure was leading those teams. Pat was part of a new breed of Intel management, they didn't get alone or mess well with the more realistic old guard Intel leadership. Frankly Andy Grove screwed up putting as much faith in Pat as he did. IMO... I'm a jerk happy retirement Pat. :)
https://www.crn.com/news/components...ntels-gelsinger-sees-clear-path-to-10nm-chips
 
Well lets see what people say now that he is gone. Pat is about to get blamed for the shit show the next CEO inherits.

Intels downfall has been a long time coming no doubt it long predates Pat as CEO. In fact I would put the real beginning of the end back to his time as CTO. He is the guy that set 10nm fab targets. He is not the only player involved but he was the head of tech when intel set 10nm targets. I will grant that was 2 gens ahead of where they were. Still he was the guy in charge when the targets were made. It might not be his fault that Intel didn't correct earlier after he left.... still he was a bit part of them setting a stupid aggressive path that obviously didn't pan out. IMO though the issue was not Pat it was a deep ingrained issue. Intel in the early 2000s seems to have had a culture shift. My feeling is all the old guard left. The early 60-70s engineers retired or moved on. The new mid Intel lifespan guys like Pat that started in '79... and was a part of the hey days of 386 486. Intel dominating all... started to believe the hype Intel created for themselves. Pat still talks like that. When he was made CEO with his first public words I knew how it was going to go, "INTEL will win be cause Intel is Intel and Intel engineers can do antyhing. INTELLLLLL" Paraphrasing. lol I am pretty sure Pat was passed over for CEO the first time (which lead to him leaving Intel) as there may still have been a few old guard on the board who knew better then make a Intel Zellot CEO. I really believe Pat can't (or at least couldn't) forsee any scenario where Intel wouldn't WIN at anything they did. The idea that the competition might kick you in the ass never crossed his mind... at least until the last year or so.
Um. Gelsinger left in 2009. That was the release date of the I7 960, which was on 45nm. Sandy Bridge was 32nm. Haswell was 22nm. Skylake was 14nm. EUV lithography went truly mainstream in 2018 (https://archive.ph/Fd09z - no paywall on the MIT review article), which is what got us to below 14nm, as the original processes used wouldn't scale lower.

You're expecting accurate predictions 4 generations in advance? When it turned out we needed a whole new lithography process to get there?

Or are you talking about 12th gen (Intel 7; 10nm)?
 
The company took one of the principle 486 design engineers and hailed him as the man to manage a company that makes modern processors.
Pat failed at all things engineering, at all points in his career in which he was the lead. He is the architect of Intels failures.
And now that the CHIPS money is a done deal, and it requires that Intel maintain controlling interest in their fab... what does that mean for Intel's long-term fab strategy now?
He was previously responsible for Itanium, this is all one should need to know. But Intel was still profitable with Itanium because others (HP) paid for it. This was revealed during HP v. Oracle lawsuit.

Same with Intel's fabs, he knows well how to make others (US Government) pay for Intel's engineering failures.
While I am not the biggest Pat Gelsinger fan, it feels wrong to blame this long time coming train wreck on him.

Yes, he has been with Intel for a long time, but he wasn't always in a strategic decision-making position.

I agree he probably wasn't the guy to dig them out of the hole they find themselves in though.
I disagree with the strategic part. He achieved that long-term company survival is now guaranteed by US taxpayers.
However the inability to spin off the fabs is now limiting future strategic options, and I believe this was the poison pill which sank the Qualcomm takeover offer. Which is probably why shareholders weren't happy.
I saw this coming right after Arrow Lake was released and Gamers Nexus review.
Arrow Lake certainly didn't help but is not that relevant either. Most of Intel revenue is in servers and datacenter (same with AMD), the gaming market is rather small in comparison.
 
By all indication all he has really been doing is canning projects. Such as Jim Kehlers royal core stuff. He also got ride of Raja on the GPU side... no matter what the prevailing thoughts were on him. For the most part all he has done since he came in was get rid of big names in CPU GPU and Fab. Ultra is 100% on him. He is probably going to take the blame for whatever follows it up as well.

Can't blame him for canning projects when he inherited a company that was set up for plummeting revenues. He had to do what he had to do to cut costs.

He may have had an impact on the marketing, branding and posture of Core Ultra, but - again - CPU projects - from inception to launch - are complicated and really long lead projects. The beginnings of Core Ultra probably long pre-date Gelsinger as CEO. As did Arrow Lake and Raptor Lake. Their failures happened on his watch, but likely long predated him.

I'm not saying he was the right choice to lead the Intel turn-around. He most definitely was not. Intel needed a Change agent, and putting the old guard at the top was not the way to get change, but I think he did as good a job as anyone could have done given the shit sandwich he was handed. And now the board has turned him into the fall-guy for it.
 
Can't blame him for canning projects when he inherited a company that was set up for plummeting revenues. He had to do what he had to do to cut costs.

He may have had an impact on the marketing, branding and posture of Core Ultra, but - again - CPU projects - from inception to launch - are complicated and really long lead projects. The beginnings of Core Ultra probably long pre-date Gelsinger as CEO. As did Arrow Lake and Raptor Lake. Their failures happened on his watch, but likely long predated him.

I'm not saying he was the right choice to lead the Intel turn-around. He most definitely was not. Intel needed a Change agent, and putting the old guard at the top was not the way to get change, but I think he did as good a job as anyone could have done given the shit sandwich he was handed. And now the board has turned him into the fall-guy for it.
5 years from initial design to release. When Pat started in 2021, 11th gen was out, 12th was taped and in QS/ES, 13th was in tape-out, 14th was late design, and 15th (Ultra) was in some stage of mid design, with the successor in early design. He had influence on 15th, and 16th was the first one he'd have real control over. For better or worse.
 
He was previously responsible for Itanium, this is all one should need to know. But Intel was still profitable with Itanium because others (HP) paid for it. This was revealed during HP v. Oracle lawsuit.

Itanium was a pretty competent design for the assumptions that were widespread in the industry at the time. Everyone who was an expert industry wide was saying that VLIW was the way to go, as compilers would optimize everything, and it is faster and easier to update a compiler (software) than a CPU architecture (hardware). It wasn't until much later the pendulum swung and the software world realized the compiler that would be necessary simply wasn't possible to write.

Itanium was an absolutely fantastic design for the design goals the project was given. Very clean and straight forward compared to what had come before it.

With Itanium, Intel read the market, responded to it, but the market was wrong, and we wouldn't know that until much later.
 
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5 years from initial design to release. When Pat started in 2021, 11th gen was out, 12th was taped and in QS/ES, 13th was in tape-out, 14th was late design, and 15th (Ultra) was in some stage of mid design, with the successor in early design. He had influence on 15th, and 16th was the first one he'd have real control over. For better or worse.

I'm pretty much with you there. The first releases made off of strategic decisions are about 5 years out. My 10 year estimate is based on that things generally need to get out into the marketplace and mellow a bit, as well as product refreshes need to hit before you really see the impact the have.

I'm not suggesting that 16th is going to be amazing and it will redeem Gelsinger. I don't know one way or another. All I am suggesting is that based on product cycles it is too early to really judge the decisions he has made based on those products performance in the marketplace.

I honestly wouldn't be surprised if this was how the job was sold to him in the first place.

The board knew they needed to change, and that change was going to hurt a lot of feelings and result in a lot of poised off people, so they needed someone to come in, do the unpopular things, and then afterwards be able to blame them and fire them.

Find someone competent enough to take those actions, promise him a big golden parachute knowing he will eventually need it, and then blame him and fire him when the inevitable difficult decisions are made

I think Pat Gelsingers decisions have probably saved the company (at least for now). Intel was in a free-fall, and now that free-fall has been stopped. Sure, the outlook going forward is much more tempered than it was in the past, but that past outlook was completely unrealistic, and based on Intel past, when they could leverage the dominant best silicon fabs in the world to stay ahead. This has obviously not been the case since at least 2016 when they were forced off of "tick-tock" which we later found out was due to the early rumblings of the 10nm fiasco.

Pat Gelsinger's tenure really just forced everyone (board, shareholders, and fanboys alike) to face some harsh realities about the company, and that is never popular.
 
Royal Core has me worried. Raja - eh, we'll see - he's better than what they had before for sure, and I'm not sold on their GPU business...

But what other projects with a future did he can?
To be clear I'm not saying some of the things he cancelled didn't make sense to cancel. I just wonder how his canceling, pushing up, splitting CPU teams into those working for non Intel fabs and those still working toward Intel fabrication. One rumor that seems pretty well supported by recent products is that their is two groups of Intel CPU engineers, one group hates E cores another that supports them... this resulting in odd decisions like SMT being disabled. Also AVX512 being dropped at one point.

Publicly canned things, and to be fair some of these things needed to be culled perhaps. Remember Intel is a lot more then just CPUs.
Optane.
Tofino network switch chip. Intel bought Barefoot networks in 2019. Pat canned the new division a few quarters later.
4g and 5g chipsets. Pat canned all Intels cellular wireless plays.
The Data Center Solutions Group (Intels own server business) Pat sold it to MiTAC
Blockscale Intels mining ASIC pat canned that.
He canned the division that resulted from Intels purchase of Replay Tech.... I don't know that one might have deserved it and Pat wasn't their for the purchase of Replay. Intel making software for sports replays does seem odd.
The Intel drone division... ok that also may have been warranted as beyond the scope. :)

The non public things are things like Royal Core. The GPU division. Not sure what is going on with GPU, we know battle mage looks like it was scaled back but I don't know if anyone knows work is on going for the battle mage follow up or not. Some reports say its shit canned others say its still in progress?
 
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