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LordOfChaos
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(11-09-2017, 02:54 PM)
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https://www.anandtech.com/show/12017...hief-architect

Uhh, wow. This shortly after the announced Radeon and Core multichip module, now they're making their own high performance GPU.


I've always kind of wanted to see it, the Gen graphics aren't bad per watt, scale that up and it could be something, and now with Rajas guidance for where performance falls short.


On Monday, Intel announced that it had penned a deal with AMD to have the latter provide a discrete GPU to be integrated onto a future Intel SoC. On Tuesday, AMD announced that their chief GPU architect, Raja Koduri, was leaving the company. Now today the saga continues, as Intel is announcing that they have hired Raja Koduri to serve as their own GPU chief architect. And Raja's task will not be a small one; with his hire, Intel will be developing their own high-end discrete GPUs.

Starting from the top and following yesterday’s formal resignation from AMD, Raja Koduri has jumped ship to Intel, where he will be serving as a Senior VP for the company, overseeing the new Core and Visual Computing group. As a chief architect and general manager, Intel is tasking Raja with significantly expanding their GPU business, particularly as the company re-enters the discrete GPU field. Raja of course has a long history in the GPU space as a leader in GPU architecture, serving as the manager of AMD’s graphics business twice, and in between AMD stints serving as the director of graphics architecture on Apple’s GPU team.

davepoobond
you can't put a price on sparks
(11-09-2017, 05:50 PM)
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Is this considered a coup or just kind of what AMD expected already?

I feel like AMD is getting played
rokkerkory
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(11-09-2017, 06:07 PM)
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Why not just buy AMD? Easier.
FrankCaron
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(11-09-2017, 06:17 PM)
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Originally Posted by rokkerkory

Why not just buy AMD? Easier.

Intel must not believe in the long-term business viability of AMD's stake in upper end of the market. The partnership with AMD would be for a shorter-term roadmap fill while they begin to move upmarket themselves to ultimately supplant AMD for far less of an investment.

Nvidia has the high-end market won. No sense in fighting for that space. There's a shit ton (and more over time) of Macs about to be sold, and with next year's Mac mini and Mac Pro consolidation around a more powerful unit designed to scale from entry user to VR dev, as well as increasing needs on the PC side for integrated lower-cost units (with MS starting to sell more hardware, too), I can see this being a pretty long-term strategic move on the part of Intel.

What's really a question mark here is what Apple will do. If they start to replace Intel with their own A(X) chips in the Macs, then shit's going to get really interesting.
LordOfChaos
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(11-09-2017, 06:21 PM)
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Originally Posted by rokkerkory

Why not just buy AMD? Easier.

Why buy the cow when you can get the milk for free.

The timing of all this is really weird. Vega is eh, Raja goes on leave, AMD shows some trust with the Radeon+Core combo MCM, and as soon as the leave is done Raja is poached and Intel wants to make a dedicated GPU. To be a fly on the walls behind the scenes. Did Intel lay in their bed and then poach their head guy, or did AMD know this would happen and was ok with it?

The timing of the leave is really too convenient, probably just enough to cover non compete agreements.
Insane Metal
Dispensed Internet Salt
(11-09-2017, 06:59 PM)
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Holy shit.
catmincer
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(11-09-2017, 07:01 PM)
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I still think buying RTG makes sense for Intel. AMD can compete in CPUs but not GPUs, they're better off offloading that and concentrating on what works.
Dalauz
Member
(11-09-2017, 07:02 PM)
!!!!!!!!!!
LordOfChaos
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(11-09-2017, 07:04 PM)
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Originally Posted by catmincer

I still think buying RTG makes sense for Intel. AMD can compete in CPUs but not GPUs, they're better off offloading that and concentrating on what works.

The timing of everything surrounding this makes me think Raja wanted RTG to be bought out, but when it didn't happen Intel just took him alone.
Blam
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(11-09-2017, 07:04 PM)
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So this is Intel branded AMD gpus?
Insane Metal
Dispensed Internet Salt
(11-09-2017, 07:10 PM)
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Originally Posted by Blam

So this is Intel branded AMD gpus?

No, according to the link they will develop their own GPUs.
LordOfChaos
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(11-09-2017, 07:23 PM)
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Originally Posted by Blam

So this is Intel branded AMD gpus?

No, they hired the head guy who made Radeons, and will make their own new GPU. Intel made, Intel branded.

Not to be confused with the day befores news of the Radeon + Core multichip module.

The silicon world has been a whirlwind lol
Takuan
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(11-09-2017, 07:31 PM)
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AMD down 5%, presumably because of this news.

My fight money :(
Bustanen
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(11-10-2017, 03:46 AM)
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Originally Posted by LordOfChaos

The timing of everything surrounding this makes me think Raja wanted RTG to be bought out, but when it didn't happen Intel just took him alone.

That's exactly what he wanted.

https://m.hardocp.com/article/2016/0...ey_in_futility

Let’s start with the tension. Koduri was able to wrestle control of the graphics division away during AMD’s last leadership transition after threatening to leave the ship and take a role at Intel, something he's not shy about telling his AMD colleagues. Lisa Su caved and Koduri got the job.

Where the plot thickens is when you look at the Koduri’s unwavering ambition. Koduri’s ultimate goal is to separate the Radeon Technologies Group from its corporate parent at all costs with the delusion that RTG will be more competitive with NVIDIA and become a possible acquisition target for Koduri and his band of mutineers to cash in when it's sold.

I bet the hack deliberately sabotaged Vega.
Sosokrates
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(11-10-2017, 05:00 AM)
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People say that AMD's GPU business is doing poorly against Nvidias but AMD have xbox and PlayStations gpus and overall do nvidia really make a lot more money in the PC GPU Business?
llien
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(11-10-2017, 09:02 AM)
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AMD stock was pretty turbulent for no apparent reason recently. Drop from 15$ to 10$ after beating most optimistic forecasts is conspiracy theory worthy.

Originally Posted by Sosokrates

People say that AMD's GPU business is doing poorly against Nvidias but AMD have xbox and PlayStations gpus and overall do nvidia really make a lot more money in the PC GPU Business?

Revenues are comparable, but for AMD this includes semi custom (consoles) which are about half of its revenue, and CPUs as well. So, unsurprisingly, in GPU vs GPU we have, what wee know we have, 1 vs 4 situation.
Bustanen
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(11-10-2017, 09:38 AM)
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Originally Posted by Sosokrates

People say that AMD's GPU business is doing poorly against Nvidias but AMD have xbox and PlayStations gpus and overall do nvidia really make a lot more money in the PC GPU Business?

Yes, nvidia make crazy profits with their overpriced GPUs. Here's to hoping that AMD get their shit together after this shmuck left.
LordOfChaos
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(11-10-2017, 03:03 PM)
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Originally Posted by Sosokrates

People say that AMD's GPU business is doing poorly against Nvidias but AMD have xbox and PlayStations gpus and overall do nvidia really make a lot more money in the PC GPU Business?

Nvidia makes a lot more off the PC side than AMD do the console side. Consoles are notoriously low margin for hardware partners.

Heck, some of Nvidias pet projects now exceed all of AMDs revenue.

http://techreport.com/news/32818/nvi...ts-fiscal-2018


2.2 billion from GPUs. I think consoles were a few hundred million for AMD? So Tegra alone would be more.

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