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Patrick Moorhead Profile picture
@PatrickMoorhead
Jan 4, 2022 • 8 tweets • 4 min read • Read on X
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Next up Intel #CES2022 presser. Tweeting from the press room LoL. How meta.
What's up @gregorymbryant? Image
We're going to be hearing about PCs, graphics and car announcents. #CES2022 Image
12th gen for notebooks. Intel Core H Series for gaming and creators. Image
Evo Gen3. Nice to see tightening parameters and improving specifications. Would love to see some variant with 5g as a requirement. #CES2022 Image
Next up, discrete graphics. Wild that Alienware using Arc in a SKU. Didn't expect that. Image
.@AmnonShashua is live from Israel to talk auto tech. Love it. Image
@Ford CEO giving accolades to @Mobileye. Says he likes the open platform. IQ6 and Ultra deep dive tomorrow. Image

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More from @PatrickMoorhead

Patrick Moorhead Profile picture
Apr 25, 2022
Now that @elonmusk owns @Twitter, I need to get a few things off my chest....
Sammy Hagar sucked in Van Halen and the band never really recovered. I went to the 1984 concert and David Lee Roth jumped off of the 20-foot set of speakers doing the splits. No comparison. And Sammy's restaurants suck.
Brussel sprouts, without all that sweet goo chefs apply, taste like used hockey socks would taste if enough green grew on them.
Read 11 tweets
Patrick Moorhead Profile picture
Jan 4, 2022
A real live press conference at #CES2022 woo hoo! @Qualcomm ImageImageImage
Qualcomm CEO @cristianoamon kicking off the presser thanking everyone for coming. Said he expected five people but over 75 showed up. Lol! Image
Appreciating @cristianoamon doing a strategic overlay on Qualcomm's vision. All about the edge. $QCOM ImageImage
Read 15 tweets
Patrick Moorhead Profile picture
Aug 19, 2021
Intel "P" Core:
-"performance" CPU core
-adds FP16 ML accel to AVX512
-claims 19% advantage over 11th Gen based on SPEC, Sysmark, Crossmark, PCMark, WebXPRT3, Geekbench
-Adds new "AMX" matrix engine for DL inference and training (?) claims 8X improvement on int8 (SR only)
$INTC
Thread Director does exactly what you would expect. It manages threads that:
-should go on P-core
-should go on E-core
-should move from P to E-core
If you recall early vers of Arm big.LITTLE had early issues with thread mgmt. Intel claims it's ahead of everyone on this. $INTC Intel Thread Director
Intel's Alder Lake (client) proc:
-spans ultra-portable (9W) to DT (125W)
-monolithic design, 3 pkg
-Up to 16C (8P/8E), 24T (16P/8E), 30MB cache
-DDR5, PCIe 5, WiFi6, Xe, TB4,
-Neither F or perf disclosed, but at min expect to be comp in notebook & <16T DT
-AI perf ?
$INTC Intel Alder Lake
Read 8 tweets
Patrick Moorhead Profile picture
Aug 19, 2021
Intel held its Architecture Day on Tuesday. A trove of disclosures that I am still digesting. Stay tuned for analysis. One easy thing that I can say with certainty is that it will drive discrete GPU revenue and share. That’s not as easy to assess as you may think. $INTC
Gaming, Intel fields a performance desktop GPU "Arc" in Q1 that's up there with NVIDIA & AMD. Not at the top but close. NV & AMD will likely update so at worst case, as I have said for the past 4 years, Intel will have a very competitive mid-range, upper mid-range. TSMC N6. $INTC
Intel's gaming DGPU, Arc, has two features that are more similar to NVIDIA's arch than AMD's:
-Discrete ray tracing blocks
-Super-sampling driven by discrete AI blocks (XMX)
$INTC
Read 8 tweets
Patrick Moorhead Profile picture
Dec 1, 2020
I think @awscloud has the clearest compute product positioning:
-"fastest"
-"largest"
-"most"
-"only"
-"best"
#reinvent
Graviton2 growing up a bit today with C6gn. Much higher performance workloads are possible like data analytics, nw appliances, load balancers, some HPC. #reinvent
My recent writeup of @awscloud Inferentia and Inf1. forbes.com/sites/patrickm…
Read 9 tweets
Patrick Moorhead Profile picture
Dec 1, 2020
Qualcomm's @cristianoamon starts off #SnapdragonSummit talking about:
-redefining premium experiences with #5G. As you would expect.
- Video. Gaming. XR. Life-saving.
- Many services "yet to be invented". Yup Image
Qualcomm a big R&D investor. $66B. While I don't like the comingling of "R" and "D" as its different, it's a huge number. Image
I wish @Verizon would match its #5G talk with what it actually does. I appreciate the vision and "what we're going to do" but disappointing so far. Speeds on mmWave are amazing, I want, but in so few places, it barely matters. #SnapdragonSummit
Read 8 tweets

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