I was listening to the TSLA earnings call and something interesting came up. An analyst asked Elon Musk "We heard that Jim Keller was departing from Tesla. What does his departure say about the state of your custom SoC development?"



Elon Musk says "Well, Jim is a great guy. He is very good with designing architectures and he has always dreamt about redesigning the server architecture of a CPU. The opportunity arose for him to purse that desire, so he will be leaving to go design a new server architecture at Intel"





So apparently Jim Keller will be designing the next new server architecture at intel. It makes a lot of sense that they would try to compete in their highest margin business (Xeon) against AMD's Epyc. They will need all the help hey can get if the rumors about 7nm Epyc are true (256MB L3)