Intel can’t even make a competitive CPU anymore, let alone a competitive compute-oriented GPU. It’s way behind on lithography, with no end in sight. Their GPUs also aren’t properly integrated with any popular DL framework. I honestly have no idea what they’re thinking. If I were them, at least PyTorch would work flawlessly with their current Arc offerings. It doesn’t - it’s a decidedly “enthusiast” affair for people with too much time on their hands. You don’t even need a huge team for this. 25-30 competent C++ folks for 9 months to a year is all it takes.
I firmly believe intel is incompetent. I also firmly believe that with enough time and money they can come up with a decent offering. Their GPU is still very young, and theyve got plenty of time to figure it out. Theres just no way nvdia keeps its datacenter GPU stranglehold for a decade plus which is what theyd need to do for this market cap to make sense.
