英特尔又出手了，这次盯上了高通

芯调查01-24

英特尔近日聘请了来自AMD 和高通的 GPU 专家 Eric Demers，出任高级副总裁（SVP），负责 GPU 工程团队，重点聚焦数据中心与 AI GPU 性能。这被外界视为英特尔试图重新梳理其 AI GPU 战略的重要一步。Eric Demers 并非“空降型高管”。他是图形硬件和软件领域的老兵，2000 年代初曾在 ATI 和 AMD 任职，随后于 2012 年加入高通，深度参与...

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OpenAI。在这种背景下，引入Eric Demers 这样的“既懂架构、又能管团队”的人物，被认为是英特尔试图同时补齐技术方向与执行力的关键动作。Moor Insights 高级分析师 Anshel Sack 直言：“Eric Demers 的加盟比外界想象得更重要。他不仅是高管，还是能从零开始设计 GPU 架构的工程型领导者。”事实上，英特尔过去几年一直在从AMD、英伟达等对手那里挖 GPU 人才。最知名的案例是Raja Koduri——2017 年从 AMD 加入英特尔，主导 Xe 架构，并在 2022 年升任 AXG 事业部负责人。但他已于 2023 年初离职，现担任Tenstorrent董事，该公司由Jim Keller 领导，主打 RISC-V 路线。此外，2019 年从英伟达跳槽至英特尔的Tom Peterson，至今仍活跃在英特尔GPU 技术推广一线。目前来看，英特尔在AI GPU 赛道已经明显掉队，产品反复、路线摇摆。此次引入 Eric Demers，更像是一场“止血式补强”——能否真正把 GPU 战略拉回正轨，接下来两年的产品兑现，才是关键。1万亿美元！这个市场爆了！台积电被迫加码千亿的内幕一条内存卖500美元！对簿公堂，Nexperia 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