No real mention of GPUs, instead they're "revitalizing the x86". Reading between the lines, my guess is that Arc is getting cancelled soon. (Don't spend it all in one place, NVDA shareholders.)
Besides no mention about GPUs, there was no mention about their future server CPUs.
He said only that they will attempt to squeeze more money from the existing Granite Rapids, which uses CPU cores that are obsolete in comparison with AMD Zen 5 and in comparison with Intel's own CPU cores from consumer products.
The emphasis for future products has shifted mainly on laptops (Panther Lake) and less importantly on desktops (Nova Lake).
It is true that lately the only profitable division of Intel has been the one selling "client" CPUs, mainly for laptops, but instead of making any attempt to revitalize the other divisions it seems that the new CEO only wants to abandon those markets.
I do not care much about Intel CPUs, because they did not show anything interesting on their public roadmap, but I would have been interested to see better GPUs. I have recently bought an Arc B580, for the reason that while all the other vendors have reduced their FP64 performance, Intel has increased it, matching or exceeding in performance per dollar the GPUs that could still be bought 5 years ago (like Radeon VII) for which no replacement has existed at other vendors.
I almost get the feeling the only thing Intel thinks it has left in terms of value is the brand name itself; a blue sticker to put on consumer/business devices, nothing more. I also would have liked to see Intel continue to pursue its own GPU technology but the engineering culture required to keep that going might have died a long time ago, and the MBA vultures running Intel are only just now burying it for good.
