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Intel sold their GPUs at negative margin which is part of why the stock fell off a cliff. If they could double the vram they could raise the price into the green even selling thousands, likely closer to 100k, would be far better than what they're doing now. The problem is Intel is run by incompetent people who guard their market segments as tribal fiefs instead of solving for the customer.


> which is part of why the stock fell off a cliff

Was it? Their GPUs sales were insignificantly low so I doubt that had a huge effect on their net income.


They spent billions at TSMC making Alchemist dies that sat in a warehouse for a year or two as they tried to fix the drivers.


that's a dumb management "cart before the horse" problem. I understand a few bugs in the driver but they really should have gotten the driver working decently well before production. Would have even given them more time tweaking the GPU. This is exactly why Intel is failing and will continue to fail with that type of management


Intel management is just brain dead. They could have sold the cards for mining when there was a massive GPU shortage and called it the developer edition but no. It's hard to develop a driver for games when you have no silicon.


By subsidizing it more they'll lose less money?


Increasing VRAM would differentiate intel GPUs and allow driving higher ASPs, into the green.


I think you're massively underestimating the development cost, of the number of people who would actually purchase a higher vram card at a higher price.

You'd need hundreds of thousands of units to really make much of a difference.


Well, IIUC it's a bit more "having more than 12GB of RAM and raising the price will let it run bigger LLMs on consumer hardware and that'll drive premium-ness / market share / revenue, without subsidizing the price"

I don't know where this idea is coming from, although it's all over these threads.

For context, I write a local LLM inference engine and have 0 idea why this would shift anyone's purchase intent. The models big enough to need more than 12GB VRAM are also slow enough on consumer GPUs that they'd be absurd to run. Like less than 2 tkns/s. And I have 64 GB of M2 Max VRAM and a 24 GB 3090ti.




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