During his presentation, Holthaus emphatically stated: “We are very committed to the discrete graphics market and will continue to make strategic investments in this direction. This directly contradicts Gelsinger’s previous comments in November, which advised a diminishing need for discrete chart investments. Specifically, he said during the company’s earnings conference call that Intel’s focus on graphics would increasingly shift toward “large built-in graphics capabilities,” which the market interpreted to mean that it would integrate graphics into processors, not gaming graphics cards.
The reassurance from its new leadership that Intel is still committed to the graphics market comes at a critical time for the company. Despite recent challenges, including the perceived financial failure of the Lunar Lake laptop processors, Intel’s silver lining has been in the graphics card market. The company recently celebrated its first major success with the Intel Arc B580 graphics card, which sold out rapidly in most markets.
Industry analysts, however, remain cautious about Intel’s long-term strategy. Some believe that Holthaus’s positive tone may mask a slower retreat from discrete graphic space. The company could turn to AI-focused developments, similar to recent trends established through competitors AMD and Nvidia.
However, Intel is moving forward with its graphics cards. Holthaus has announced the imminent launch of the B570 GPU, an even more affordable option than the popular B580.
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