From a corporate strategy perspective, cancel Arc or keep Arc, I can see it both ways.

Intel has so many other GPU-adjacent products and they will doubtless be continuing most of them, even if they don't pursue Arc further: Jaguar Shores, Flex GPUs for VDI, and of course their Xe integrated graphics. I could possibly see Intel not ship a successor to Flex? Maybe? I cannot see a world where they abandon Xe (first-party laptop graphics) or Jaguar Shores ("rack scale" datacenter "GPUs").

With all of that effort going into GPU-ish designs, is there enough overlap that the output/artifacts from those products support and benefit Arc? Or if Arc only continues to be a mid-tier success, is it thus a waste of fab allocation, a loss of potential profit, and an unnecessary expense in terms of engineers maintaining drivers, and so forth? That is the part I do not know, and why I could see it going either way.

I want to acknowledge that I am speaking out of my depth a bit: I have not read all of Intel's quarterly financials, and not followed every zig and zag of every product line. Yet while can see it both ways, in no world do I trust these supposed leaks.

GPUs are parallel compute engines. The difference between a high performance CPU core design from Intel/AMD/Apple and the low end stuff is a bunch of fancy branch prediction, out of order execution, cache hierarchies, etc. all designed to improve single-thread performance. The primary difference between a large GPU and a small GPU is that a large GPU has more cores.

Sufficiently far in the past you might have been able to get away with an integrated GPU that didn't even have meaningful 3D acceleration etc., but those days are gone. Even web browsers are leaning on the GPU to render content, which matters for iGPUs for battery life, which makes performance per watt the name of the game. And that's the same thing that matters most for large GPUs because the constraint on performance is power and thermals.

Which is to say, if you're already doing the work to make a competitive iGPU, you've done most of the work to make a competitive discrete GPU.

The thing Intel really needs to do is to get the power efficiency of their own process on par with TSMC. Without that they're dead; they can't even fab their own GPUs.

> From a corporate strategy perspective, cancel Arc or keep Arc, I can see it both ways.

Me too, I just really really doubt that it would come from Nvidia