I don't mean it was a "distraction." I mean you've got a certain power & transistor budget for a processor, and the decision was made somewhere that little of it was going to be spent on more, bigger cores. We've been deep in the realm of diminishing returns on both fronts. Bigger & bigger branch predictors buy you less and less. More and more cores benefit fewer and fewer applications. I think everyone is flailing a little, trying to figure out what the next differentiator is going to be. Intel seems to be going hard after "AI PC," maybe in part because they missed the boat so badly on AI server hardware. Gaudi isn't selling at all.
Now that it's not monolithic, increasing the iGPU or NPU doesn't affect the yields of the CPU. It just increases overall die area and cost a little. It should be cheaper than an equivalent monolithic die. They also mixed nodes, saving the best node (TSMC N3B) for the CPU tile while using inferior N5/N6 nodes for everything else.
The 13 TOPS NPU is using barely any power or die area, but in subsequent generations they will make it relatively larger to be Copilot+ ready and beyond (I think 100 TOPS is already on roadmaps). Lisa Su joked on stage about how much die area had to go to theirs in Strix Point. I don't think the iGPU is using much area or power either, think a single watt when idle compared to hundreds overall.
Die shots are already available.
Theoretically, they could ditch the iGPU and NPU (instead of disabling them) and add more or larger cores. But they have included an iGPU since 2010, it's nothing new.
BTW, maybe the "F" models can retain Quick Sync and decode video now? It should have been disaggregated from the iGPU.
What's actually wrong with Arrow Lake? They ditched hyperthreading, which
they claimed was good for the power and transistor budget. Never mind that AMD is sticking with it for both core types, while giving AVX-512 to everyone. Their IPC projections may have missed the mark, especially for the P-cores. They are being conservative with voltages, although that's probably a good thing. The CPU design teams don't get to collaborate with the fab on this one, since everything but the base tile is made by TSMC.
Maybe Intel just sucks and the internal politics has driven good employees away.