Looks like Intel is choosing to title its new crescent island cards with the D prefix despite being Crescent Island.
Kind of disappointed that Intel is (probably) not going to release consumer class GPUs. Intel's driver stack was seriously getting mature—both on Linux and Windows. It's always nice to have a third option available.
Its wild to me that intel isnt trying significantly harder on gpus
Theres so much money to be made
Why make consumer margins on consumer GPUs when they could be making enterprise margins on enterprise GPUs?
One word: Volume.
You can make a nice profit off of the enterprise space, but the big winners are the guys who put the work into servicing the consumer market.
Once you remove laptops from the picture, the consumer market is small in dollars compared to enterprise and has been for awhile. This didn't used to be the case, but here we are.
Best estimates from last year are on the order of 50 million discrete consumer GPUs vs 7-10 million datacenter/enterprise GPUs. Sounds like the PC market is huge! but with average sales costs of well under 1k USD (a lot of the PC cards are budget variety, included with prebuilt computers, etc). it's only a $30-40b business. Those datacenter GPUs are averaging $50k each before the supply issues with HBM started to inflate everything greatly. But using that as a benchmark, that enterprise business looks like several hundred billions.
NVIDIA's latest filing reported $162b in revenue for datacenter compute in the last FY, so we know it's at least that large. Now add AMD, Intel, and everything going on in China that we don't have great numbers for. We can very conservatively say that the enterprise GPU market is currently >5x larger than consumer, in dollars, and it may be quite a bit larger than that.
This year is far from typical however. The AI bubble is throwing all of the numbers out of whack.
I agree, which is why I used numbers from 2025 in my assessment, it's too soon to know if inflated 2026 numbers are a new normal or a one time bump. I think calling enterprise 5x larger than consumer based on 2024-2025 numbers is defensible, saying that enterprise was 10-15x consumer market just based on 2026 is yet unproven.
Thats why nvidia is the most valuable company in the world after effectively axing their consumer division?
I mean, why not both
"Both" requires more engineering staff on payroll, more wafers to fab/dice/package/test, more boards to manufacture, more inventory to manage, among other things. If their math says it isn't worth it (granted that they don't always get it right), then they don't do it.
"Both" requires allocating limited die capacity to products that have over an order of magnitude less margin.
> "Both" requires more engineering staff on payroll, more wafers to fab/dice/package/test, more boards to manufacture, more inventory to manage, among other things.
Aren't you describing how a business operates?
I mean, doesn't Intel already hire people for those tasks? Unless you are worried about a specific bottleneck, increasing headcount and production output is what businesses do.
I believe that their fabs are running at full capacity already at this point. If they were to announce new GPUs, where would they make them?
Agreed. I was really rooting for them to deliver that third iteration to consumers, and retain them as a competitive option in the low to mid range. Pretty sad to see.
I have to agree, and it's sad
At least that driver stack will continue to mature?
On Linux mainly, and almost strictly for compute workloads (not much need to optimize for 3D workloads given the customer base).
They're still using Xe based iGPUs, so 3D still matters.
For now. A limited run of Celestials until 2028 when Serpent Lake switches to Nvidia tiles, and a bit longer for the LTS combo (AMD style) IO+GPU die in lower end/embedded products.
Druid is still dead, consumer DGPUs are still, and workstation DGPUs also seems to be dead, and most of the Xe driver team for Windows was laid off, as well as most of the Xe chip design team.