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Intel CEO Pat Gelsinger Declares 'AMD's Lead Is Over' After Alder Lake, Sapphire Rapids

Intel CEO Pat Gelsinger
(Image credit: Intel )

Intel CEO Pat Gelsinger declared that his company is back in an interview with CRN. Never mind AMD's rising market share—to say nothing of it offering the best CPUs for gaming and workstations in 2021—or increased competition from companies designing Arm-based chips. Gelsinger hardly seemed to care about either one. 

Why? Partly because it's his job not to let those concerns show during interviews like this. But also because of the upcoming Alder Lake and Sapphire Rapids processors, which he said will demonstrate Intel's commitment to dominating the CPU market once again, to the point that no one can question who should wear the crown.

In his own words:

"So this period of time when people could say, 'Hey, [AMD] is leading,' that's over. We are back with a very defined view of what it requires to be leadership in every dimension: leadership product, leadership [chip] packaging, leadership process, leadership software, unquestioned leadership on critical new workloads like AI, graphics, media, power-performance, enabling again the ecosystem. This is what we will be doing with aggressive actions and programs over the next couple of years."

Aggressive might be an understatement. Intel hasn't just talked up the performance of upcoming processors—it's also committed to building custom x86 CPUs via IDM 2.0, pursued leading RISC-V chip designer SiFive, and revealed plans to build massive fabs in Europe and the U.S. as the regions look to improve their supply chains.

The quality of Intel's processors also matters, of course, especially since AMD's gains on that front have been at least partly responsible for its recent market share gains. But again, Gelsinger doesn't seem worried about Intel's response to the increased competition, especially since it's already revealed its answers to AMD's latest efforts.

"We're not 80-ish percent share because we don't satisfy the customers and satisfy the market and enable the partners as well," Gelsinger said. "And yeah, AMD has done a solid job over the last couple of years. We won't dismiss them of the good work that they've done, but that's over with Alder Lake and Sapphire Rapids."

Alder Lake was officially revealed at Intel Architecture Day 2021. The SoCs will attempt to find their way into seemingly every consumer gadget around with TDPs ranging from 9W to 125W and a maximum of eight efficiency cores and eight performance cores for a total of 16 cores and 24 threads in the desktop offerings.

Those specs don't necessarily do Alder Lake justice. Intel senior vice president and Accelerated Computing Systems and Graphics Group general manager Raja Koduri described it as the biggest change to the x86 architecture in over a decade. The company is responding to both AMD and Arm-based chips with the platform.

Sapphire Rapids might not have been aptly named—production on the first Xeon Scalable processors based on the architecture has slipped from late 2021 to the first half of 2022—but that shouldn't prevent it from standing toe-to-toe with AMD's latest EPYC offerings. (Especially with the ongoing supply crunch for server CPUs.)

"Intel is back," Gelsinger told CRN. "These are the best products in their category. We have the best supply situation. We have the best quality software assets. The most respected, venerable technology brand in the industry. Yeah, that's what your channel readers need to be delivering to their customers."

  • MB007
    Wow, he tries really hard to emphasize intel is back.
    Unlucky, that he is in the position having to emphasize it cuz apparently they are not back (SPR H2/22 my friend...).
    It should be more like T1000: I LL BE BACK, not I am back, cuz they clearly are not back yet, despite his very hard claiming and trying to sell fairy tales.
    Reply
  • hotaru251
    "We're not 80-ish percent share because we don't satisfy the customers and satisfy the market and enable the partners as well," Gelsinger said. "And yeah, AMD has done a solid job over the last couple of years. We won't dismiss them of the good work that they've done, but that's over with Alder Lake and Sapphire Rapids."

    you are 80% share (and falling) becasue you had a legit massive time w/o actual competition..and when it came you lost share %.

    also i find it funny he claims to know intel is best on their next gen cpu's w/o knowing what amd's will even be.

    will the new chips be good? prolly. but way he goeso n is a awful.
    Reply
  • JayNor
    Sapphire Rapids volume qualification is ongoing. Alder Lake launch is imminent. What is AMD's zen4 status? At Hotchips, their slide presentation said status is "in design".

    To claim Intel is ahead until AMD can match the Golden Cove single core benchmark leaks and catch up on the Intel chip features ... pcie5, cxl, ddr5, amx tiled matrix operations, DSA, third gen Optane, wifi6e, thunderbolt4, avx512, dlboost, bfloat16... is a bit of an understatement.
    Reply
  • MB007
    The point is, if you already have to convince the broad mass of something well, apparently its not so obvious or its simply not true ( or optional you might be just too simple minded to get it, that is the mass, and yet my point is still valid).
    Reply
  • Yuka
    That's a lot of words to say "we'll force AMD out of the market, again, with anti-competitive measures".

    On a more serious note, I don't think ADL will be bad, but I do not think their lead is going to be as impressive as before (or after Bulldozer, I should say?). I do believe they'll somehow re-take the lead, but not with a margin that's mind blowing. Also, if he thinks AMD will just concede, he's awfully wrong. The 3D cache is going to put the hurt on them if Intel can't make it happen for them soon. Check HUB's core scaling investigation where they basically find that cache is the only deciding factor gen-over-gen for Intel!

    Regards.
    Reply
  • Jim90
    JayNor said:
    Sapphire Rapids volume qualification is ongoing. Alder Lake launch is imminent. What is AMD's zen4 status? At Hotchips, their slide presentation said status is "in design".

    To claim Intel is ahead until AMD can match the Golden Cove single core benchmark leaks and catch up on the Intel chip features ... pcie5, cxl, ddr5, amx tiled matrix operations, DSA, third gen Optane, wifi6e, thunderbolt4, avx512, dlboost, bfloat16... is a bit of an understatement.

    Shill much, lol.

    But yes, we all need on-going healthy competition...for rather obvious reasons!
    Reply
  • dave.jeffers
    AMDs war with Intel is over. The market doesn't realize it yet and still listens to these promises of the current captain of the titanic. TSMC will not assist Intel with major product. TSMC will take Intels server processor business by fabbing AMD CPU AND GPU chiplets. Intel will continue to overpromise and underdeliver, with inferior, hot, inefficient silicon. Bring on nvidia. Let's see if MCM GPUs do the same thing in the GPU market.
    Reply
  • spongiemaster
    dave.jeffers said:
    AMDs war with Intel is over. The market doesn't realize it yet and still listens to these promises of the current captain of the titanic. TSMC will not assist Intel with major product. TSMC will take Intels server processor business by fabbing AMD CPU AND GPU chiplets. Intel will continue to overpromise and underdeliver, with inferior, hot, inefficient silicon. Bring on nvidia. Let's see if MCM GPUs do the same thing in the GPU market.
    The only thing TSMC has loyalty to is money, not AMD. You might want to try and read the news before posting dumb stuff like this.

    https://www.techspot.com/news/90780-intel-has-reportedly-secured-majority-tsmc-3nm-production.html
    Intel is about to have a process advantage vs AMD because of the same company you just said is going to take them down, TSMC. Intel has more money than AMD, they now have priority over them for leading edge node allocations as a result. Rumors are that Intel will be using TSMC's 3nm for some Xeon sku's, so the market could look very different by the end of 2022.
    Reply
  • korekan
    We should already leaped at next gen to more core can work for single core faster than ever.
    If we still depending on single core for single task or process we will not go better. It will be the bottleneck forever.
    By design it should be designed by ai so it could capable doing single process with all cores and thread a CPU have
    Reply
  • Kj1985
    spongiemaster said:
    The only thing TSMC has loyalty to is money, not AMD. You might want to try and read the news before posting dumb stuff like this.

    https://www.techspot.com/news/90780-intel-has-reportedly-secured-majority-tsmc-3nm-production.html
    Intel is about to have a process advantage vs AMD because of the same company you just said is going to take them down, TSMC. Intel has more money than AMD, they now have priority over them for leading edge node allocations as a result. Rumors are that Intel will be using TSMC's 3nm for some Xeon sku's, so the market could look very different by the end of 2022.

    I suggest you look at the TSMC customer tier system. Basically while Intel makes their own chips they will not get the access that AMD gets. So AMD gets to buy capacity before Intel. Intel competes for what is leftover.
    Reply