This reorganization copies a playbook AMD ran six years earlier, when it [[a:832678|separated its CPU and GPU businesses and rebuilt graphics as the standalone Radeon Technologies Group under Raja Koduri]]. Intel's two new units make the same bet: accelerated computing deserves its own organization, and software cannot remain a support function bolted onto silicon.
Intel's accelerator, graphics, and software engineers are regrouped under two new reporting lines mid-reorg, giving the accelerated-computing effort a dedicated home distinct from the core client and data center businesses.
AMD, which has operated this CPU-plus-graphics structure since its own 2015 split, now faces a rival organized specifically to sell integrated compute-and-software packages rather than discrete parts.
Second-order effects
Developers building against Intel's accelerator roadmap gain a named software unit to lobby internally at Intel, shifting where feature requests and compatibility priorities get decided.
Once the graphics group sits beside systems engineering, Intel's competitive positioning moves toward bundled CPU-plus-GPU-plus-software deals, pressuring AMD and others to defend accounts on integration rather than component pricing.
Third-order effects
The structure proved unstable along precisely the boundary it drew: Intel later split the graphics unit again and reassigned its chief architect, suggesting the industry has not settled on whether gaming and data center graphics belong in one organization.
Combined with a separately managed manufacturing business and later executive shake-ups under Lip-Bu Tan, the pattern points toward Intel partitioning itself into product, software, and fab units that increasingly operate — and are judged — at arm's length from each other.
The trend: Chipmakers keep redrawing their organizations around combined CPU, GPU, and software stacks — a line AMD crossed in 2015, Intel followed in 2021, and both have been re-cutting ever since as AI reshapes what a chip company must bundle.
Raja Koduri to head a newly formed business unit @intel that will increase the company's focus in the key growth areas of #HPC and graphics @Rajaontheedge, congratulations on your promotion! https://www.businesswire.com/ ... #HPC #AI #GPU https://twitter.com/...
Take on @Intel's org annc: 1/not surprised as every new CEO changes orgs 2/@pgelsinger said wanted to elevate tech talent 3/wanted to get great at software again 4/ flatter org better at this juncture as it should enable faster execution Lost share tough https://www.intel.com/...
Congrats @Rajaontheedge and the néw ELT team. Formation of AXG is a huge validation of the journey since 2018 with 6 Tech Pillars & now been given the mantle to lead products in 2 of his most favorite areas - #HPC and #Graphics https://www.businesswire.com/ ...
New @Intel org changes -> All of these announcements fit a first year CEO's agenda to install key personnel and make changes based upon their vision and putting people in the right place to execute against long term objectives. https://www.intel.com/... $INTC #Tech #Leadership
Intel reorg puts some techies on top, reporting to new CEO @PGelsinger. Data center group's network/IOT unit is now separate; there's a new group for graphics chips and high-perf computing; there's a new software group led by new CTO Greg Lavender. https://www.intel.com/...
Looks like the networking lady is getting a big promotion, she ran Intel's best unit in DPG. The Barefoot Semi guy is now in charge of all of networking and IoT. VMWare Software guy is CTO, emphasis on software and vertical solutons from Intel! And Raja 👍 https://www.businesswire…
Exciting additions to Intel's executive team. A huge welcome to my former colleague from @vmware Greg Lavender joining as CTO and my Ph.D. advisor Nick McKeown stepping up to GM. And thanks to Navin Shenoy for dragging me to @intel , I will miss you! https://www.businesswire.com/…
Intel is making some organizational changes. Raja Koduri (@rajaontheedge) is leading a new Accelerated Computing Systems and Graphics Group, and there's a new CTO, Greg Lavender (CTO at VMware, where CEO Gelsinger came from.) https://www.intel.com/...
Really excited that my old crew is heading over to Intel. This is a massive pantheon of talent, with Guido, Nick, and Greg. Wow!!! https://twitter.com/...