Semiconductor News by Dylan Martin
@DylanOnChips
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News/features about semiconductors and PCs from @CRN Senior Editor Dylan Martin. Send tips to dmartin @thechannelco .com or dylanljmartin.81 on Signal.
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FEATURE: Intel CEO Pat Gelsinger admitted that the company won’t be "competing anytime soon for high-end training" against Nvidia.
So it's hoping Gaudi 3 will find traction with businesses who need cost-effective AI systems for smaller, task-based models.
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If you're wondering why I didn't write anything about Intel's earnings or other semiconductor news most of this week, it's because I became a dad on Wednesday!
This means I'll be on leave from The Register until late October, so I'll see you all in three months!
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The AMD Infinity Platform with eight Instinct MI300X GPUs.
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In researching for a story, I realized that Intel edited its 2019 press release about Aurora to remove the mention of it being "the first exascale supercomputer" and to change the delivery date from 2021 to 2022. You don't often see companies editing old press releases like this.
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I was doing some research and came across this newspaper article from 1995. I wonder what happened to that "small chipmaker."
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The quote about
@AMD
's ROCm platform having "software parity" with
@nvidia
's CUDA platform for large language models came, interestingly, from a former Nvidia CUDA software architect who co-founded the startup.
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Nvidia CEO Jensen Huang on the new Intel-AMD x86 advisory group: "The fact that the architecture was fragmenting isn’t good for the industry. So I love what they’re doing." More comments from the CEOs of Nvidia, Intel and AMD at Lenovo Tech World here:
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Big takeaway: Nvidia has developed a new feature called in-flight batching that “allows work to enter the GPU and exit the GPU independent of other tasks."
This keeps "the GPU 100% occupied. This all happens automatically ... and that dramatically improves H100 efficiency."
4
20
124
Lisa Su just now on AMD-Xilinx integration progress:
"As one example, we are integrating Xilinx’s differentiated AI engine across our CPU product portfolio to enable industry-leading inference capabilities, with the first products
expected in 2023."
#amd
$amd
1
7
102
.
@AMD
approaches '30%' x86 CPU market share, thanks to servers 'n' laptops:
Guess you could call this Mercury Ryzen
#amd
#intel
via
@TheRegister
2
19
100
It's ya boy, rocking a bunny suit with a peace sign in Fab 42 at
@intel
's Ocotillo campus in Arizona.
8
4
99
.
@AMD
launches Instinct MI300 AI chips to challenge
@nvidia
with backing from
@Microsoft
,
@Dell
and
@HPE
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Brad McCredie, AMD's vice president of data center and accelerated processing, explains the building blocks of the Instinct MI300X GPU in response to a question from
@CDemerjian
.
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Big
#Intel
news drop:
Intel Data Center and AI Group General Manager Sandra Rivera to transition to new role as head of the company's Programmable Solutions Group.
Intel plans to turn PSG into a standalone business, effective Jan. 1, 2024, and seek an IPO for PSG. $intc
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8
79
Scoop:
@intel
has promoted its top graphics executive,
@AMD
veteran Raja Koduri, to the executive rank, signaling the chipmaker's satisfaction so far with its fledgling – but strategically important – discrete GPU business:
#intel
$intc via
@TheRegister
7
20
79
Intel's datacenter boss admitted that the new Sapphire Rapids delay will help AMD catch up quicker as the x86 giant has hyped up the new Xeon chip as a 'leadership' product:
#intel
#amd
via
@TheRegister
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66
Takeaways from my Q&A with
@AMD
exec David McAfee about the company's AI PC strategy:
-- Ryzen 8040 exists because OEMs, ISVs and customers wanted "more [NPU] capability."
-- In near future, the NPU will become a "multitasking machine" due to column-based architecture.
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If you're looking at the BMW news from South Korea and somehow think software-defined vehicles will not become a wider phenomenon, I have an excerpt from an Nvidia investor meeting you should read:
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Also of note:
@AMD
is using
@LaminiAI
to fine-tune LLMs for internal use.
“We’ve deployed Lamini in our internal Kubernetes cluster with AMD GPUs and are using fine-tuning to create models that are trained on AMD code base across multiple components for specific dev tasks."
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Big news from Qualcomm this morning.
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.
@nvidia
CEO Jensen Huang took a break from wearing his iconic black leather jacket on Tuesday to sport one infused with fuchsia at a sales event for the solution provider powerhouse that claims the color as its signature hue:
@InsightEnt
.
@CRN
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7
63
Intel CEO Pat Gelsinger was just getting grilled in today's senate committee hearing by Sen. Rick Scott (R-Fla.) on doing business in China when the company is trying to get U.S. subsidies for manufacturing. Some important context on how much money Intel makes in China:
#intel
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I asked AMD exec Forrest Norrod about the company's view on Nvidia making such a big emphasis on its Grace Hopper/Grace Blackwell Superchips and whether an Instinct MI300A-like chip could fulfill a similar range of workloads. Here's what he said:
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Ian Steiner, a lead architect on Xeon CPUs, has left
@intel
to become a distinguished engineer at
@nvidia
, per LinkedIn.
He was principal engineer for Cascade Lake and was also a power/perf architect for all Xeons since Nehalem, according to
@TheNextPlatform
.
#intel
#nvidia
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10
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Nvidia has revealed that it plans to release successors to its powerful H100 for AI training and inference in 2024 and 2025, reflecting a move to a new yearly release cadence from its previous strategy of launching AI chips every two years. LINK: via
@CRN
1
14
58
Jensen Huang dropped the news during an investor event today:
"I've selected Sapphire Rapids to be the CPU for Nvidia Hopper. [...] We're qualifying it for our own server, our own DGX. We're qualifying it for our own supercomputers."
#nvidia
#intel
New:
@Nvidia
taps
@intel
’s Sapphire Rapids CPU for Hopper-powered DGX H100
#intel
#nvidia
via
@TheRegister
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53
New:
@Nvidia
taps
@intel
’s Sapphire Rapids CPU for Hopper-powered DGX H100
#intel
#nvidia
via
@TheRegister
5
13
56
Japanese investment giant SoftBank Group is reportedly in advanced talks to acquire Graphcore, a British AI chip designer that has struggled to gain traction in recent years. via
@CRN
1
18
56
Intel takes on AMD and Nvidia with mad 'Max' chips for HPC
x86 giant goes all-in with high-bandwidth memory via
@TheRegister
#intel
2
13
56
.
@Intel
announced on Monday that it has launched an AI cloud service featuring its new Gaudi 3 accelerator chips, saying that it will help underpin a new enterprise AI solution with hybrid cloud capabilities from generative AI startup
@inflectionAI
.
@CRN
2
13
56
AWS parent company Amazon plans to acquire AI chipmaker and model specialist Perceive Corp. for $80 million in cash to boost the company’s large language models and edge computing capabilities. via
@CRN
@markharanas
0
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55
One Nvidia partner told me that comparable performance isn't enough for his customers to switch from x86 to Arm.
"There needs to be some large, clear selling point of why they need to change to a new architecture."
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If you see the Tom's Hardware story about Intel sales and marketing cuts, please refer to my original story instead. TH misinterpreted what I wrote, saying the marketing budget is getting slashed by 35%, instead of the Sales and Marketing Group's costs getting cut by that much.
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NEW:
@AMD
has made its second AI software startup acquisition in less than two months. The
@nod_dot_ai
acquisition, announced today, is all about enhancing the chip designer’s open software capabilities to better compete with Nvidia. LINK:
#amd
via
@CRN
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I recently talked to top
@AMD
data center exec Forrest Norrod about the company's decision to move to an annual data center GPU release cadence to fight Nvidia's AI dominance: "We see the opportunity is so great that we felt we had no choice."
Full Q&A:
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49
12 big announcements at Computex 2024:
- Nvidia data center road map
- MGX Blackwell support
- Ryzen 9000
- MI325X, annual Instinct releases
- Ryzen AI 300
- Xeon 6 E-core
- Gaudi 3 platform price
- Lunar Lake
- EPYC 'Turin'
- Panther Lake
- RTX AI PC
- Nvidia NIM launch
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49
It's official: AMD beat Intel in the race to exascale computing.
All-AMD US Frontier supercomputer ousts Japan's Fugaku as No. 1 in Top500
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8
47
Intel's latest acquisition has a very interesting lineage in graphics:
The founders started with the demogroup Future Crew in the early 1990s.
Then founded GPU maker BitBoys in 1991.
Then got acquired by AMD in 2006.
Then got sold in 2009 to Qualcomm, where they made Adreno.
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Chip design superstar AMD is acquiring server supplier and cloud computing specialist ZT Systems for $4.9 billion in a blockbuster move to take AMD’s artificial intelligence portfolio to the next level. via
@CRN
@markharanas
4
9
48
PSA: I am not the same person as
@dylan522p
. I am
@DylanLJMartin
.
@dylan522p
is an analyst.
I am a journalist.
We both cover the semiconductor industry.
Thank you. You can now go about your day.
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This just isn't right. We need
@anandtech
.
After 27 years of providing in-depth coverage of the amazing world of PC and mobile hardware, AnandTech is saying farewell. We want to thank everyone from the AnandTech community for their support and passion for what we’ve done over the years
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1K
7K
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Chip companies like AMD, Intel and Qualcomm are taking a "build it and they will come" approach when it comes to the AI PCs they are enabling. From my primer on the rise of so-called AI PCs. LINK:
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47
My colleague
@ChannelWritrGuy
interviewed
@Supermicro_SMCI
CEO Charles Liang about the company's fast-growing AI system business and how it differs from rivals, among other things. He also said Supermicro is getting into AI PCs?!
@CRN
$SMCI
1
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46
Google was the third largest provider of data center processors by revenue last year, just behind Intel and ahead of AMD and, by a larger margin, Amazon Web Services, according to a new report published Tuesday by semiconductor research firm TechInsights.
2
7
46
Intel buried the news of its AI cloud service in the press release about its Inflection AI partnership.
Thankfully, I spoke to execs at the two companies to dive into the details about both aspects of the announcement.
.
@Intel
announced on Monday that it has launched an AI cloud service featuring its new Gaudi 3 accelerator chips, saying that it will help underpin a new enterprise AI solution with hybrid cloud capabilities from generative AI startup
@inflectionAI
.
@CRN
2
13
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4
46
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6
43
Several months after Pat Gelsinger became Intel's CEO in 2021, he told me in an interview that his biggest concern in the data center wasn't Arm.
Instead, he saw a bigger threat in Nvidia and its "uncontested" hold over the AI computing space, vowing to challenge its dominance.
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1
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I rounded up the biggest news from the Intel Vision event last week. Most people likely missed that
@intel
rebranded all of its commercial software and services under the new Tiber name. Granulate, for instance, is now Intel Tiber App-Level Optimization.
2
9
44
It's been one year since I started a dedicated account for sharing reporting on the semiconductor industry by me and others. Thanks to everyone who has followed and interacted with me in the past 12 months. You keep me tweeting!
#MyTwitterAnniversary
1
1
44
Woman fakes pregnancy to smuggle hundreds of CPUs, iPhones into China
Now that's what we call Intel Inside
3
6
42
Intel has hired Samsung Foundry U.S. executive John Zucker as vice president of business development, according to his LinkedIn page.
Not the first time Intel has poached talent from Samsung Foundry, as I previously reported:
0
7
44
Update: Just learned that Intel informed the state of Texas that it plans to lay off 251 employees at its Austin location.
Intel has begun mass layoffs as part of the chipmaker’s cost-cutting measures, impacting more than 2,000 jobs at locations in Oregon, Arizona and California, according to notices it sent to the three states Tuesday. via
@CRN
3
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35
1
11
43
AMD says transistor tech will keep Moore’s law alive for 6 to 8 years
'We're going to have lower power, but it's going to cost more' says chipmaker's CTO via
@TheRegister
@TheDanRobinson
4
11
41
.
@intel
's head of R&D for the Intel 4 node talked about how EUV will bring down costs for future chips like Meteor Lake, even though EUV itself is expensive. He also discussed other advancements to make the chips faster, including a 2X in the capacitance.
1
8
42
To commemorate the launch of
@intel
's Gaudi 3 accelerator chip and my new feature about Intel's Gaudi 3 strategy, I present to you the third entry in my "Help, I'm Stuck In An Accelerator Chip!" series.
2
4
44
.
@Intel
's
@HabanaLabs
unit is revealing two new deep learning chips, Gaudi2 for training and Greco for inference, and it claims Gaudi2 can outperform
@Nvidia
's A100 by quite a lot. The question is, how will things look when H100 comes out?
#IntelOn
#intel
2
5
41
.
@Microsoft
CEO Satya Nadella says
@AMD
's Instinct MI300X GPU offers the 'best price-performance' on GPT-4 inference. These were among the statements Nadella made in his
#MSBuild
keynote, as captured by my colleague
@WadeMillward
who's been at the event.
0
9
40
.
@intel
is planning to introduce "seamless firmware updates" for future Xeon CPUs,
@GregL_Intel
just said in an Intel Vision panel. This means you won't need to reboot the system to do firmware updates, which Lavender said will be of big help to cloud providers.
#IntelOn
#intel
2
0
36
.
@intel
said its upcoming Gaudi 3 AI accelerator chip can best Nvidia’s powerful H100 GPU for training large language models and offer similar or, in some cases, better performance than the rival’s memory-rich H200 for large language model inferencing.
0
6
40
What has
@Intel
accomplished under Pat Gelsinger's leadership so far?
In this in-depth recap, I go through the company's nine biggest moves since
@PGelsinger
became CEO in 2021 and what has happened since those developments were announced.
@CRN
#intel
1
8
40
The top 10 fabless chip designers of 2021 by revenue:
1.
@Qualcomm
2.
@nvidia
3.
@Broadcom
4.
@MediaTek
5.
@AMD
6. Novatek
7.
@MarvellTech
8. Realtek
9.
@XilinxInc
10. Himax
According to
@trendforce
:
#semiconductor
5
6
38
I wrote about five new Intel technologies I saw on the show floor at
#IntelInnovation
, two of which have never been written about before. via
@CRN
#intel
2
8
39
Exclusive:
@intel
's plan to sell a stake in its
@AlteraFPGA_
programmable chip business and push for an initial public offering of the unit by 2026 “has not changed,” Altera CEO Sandra Rivera told me in an interview on Tuesday.
#intel
$intc via
@CRN
1
9
39
.
@intel
said its latest Xeon processors present “huge” opportunities for channel partners in the AI computing space, whether the CPUs are used for inferencing or as the head node for systems accelerated by expensive, energy-guzzling chips like Nvidia GPUs.
1
10
38
Intel said it’s upending a norm of secrecy in the data center accelerator chip space by revealing the list price of the star server platform for its upcoming Gaudi 3 AI chip. via
@CRN
0
6
38
Analysis: AWS follows AMD and Intel down the specialized chips path
CPU roadmaps are fragmenting to serve a variety of needs. Time to do some homework via
@TheRegister
1
7
37
Some news for me: I am leaving
@CRN
after today for a new journalism opportunity covering the semiconductor space.
I really appreciate everyone here who has followed, read and shared my work. I look forward to providing you even more semiconductor goodness in the near future!
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5
37
AMD said PC CPU sales grew in the double digits in the third quarter, continuing a recovery from a slowdown that has dragged down the chip designer and other companies in the computer industry. via
@CRN
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2
37