I'm still convinced by Intel's and Pat's XPU strategy. Having a well rounded portfolio of CPUs, GPUs, SoCs, and FPGAs that all work flawlessly, alongside a comprehensive software environment to make cross-platform development easier (their OneAPI stack) is a dream for any OEM/ODM; provided it works.

Their issue at the moment isn't strategy. It's execution. Axing their GPU division would only hurt their current plan, and do nothing to fix the the systematic problem that they're missing deadline's and shipping incomplete products. From the outside looking in, it seems like there's some fat that needs trimming and people aren't pulling their weight. If they can scale back to efficient team and org sizes, cut the side projects, and focus on excellent software and hardware validation, I can see them pulling this off and Pat being lauded as a hero.

People I know who develop high performance systems are so indifferent to OpenCL it's hard for me to picture what could make people develop for OpenCL.

There is such a long term history of failure here that somebody has to make a very strong case that the next time is going to be different and I've never seen anyone at Intel try that or even recognize that history of failure.

It's unfortunate, but the reality is it would take an act of god to unseat CUDA at this point.

Could Intel just implement CUDA support? That would certainly be a huge task, but Intel aren’t have the resources for that.