Intel has made some games to showcase developer challenges #intelon removes hand coded cuda code and replaces it with oneapi. Replace FP32 with INT8 VNNI on 4th gen Xeon.
Announcing Intel ONDEMAND. Activate features on your Xeon CPU (?) They skipped over this slide
Announcing Geti for computer vision training, commercial availability Q4 #IntelON
Vision AI food management platform. Eliminate visual monitoring of food production. Uses RealSense (I thought that was mothballed?) #IntelON
How much salsa. Looks like needs more chips #intelon
Now talking about game QA and VDI
Running 8 game instances in VR using hybrid mode and hybrid core cpus
Intel Raptor Lake, Core i9-13900K, 5.8G, coming next month. Best gaming cpu. #intelon Best platform on the market, says pat. 6.0 GHz coming early next year.
50+ processors coming though the lifespan of 13th Gen
I asking the Q&A about customers buying Intel chiplets and getting them packaged elsewhere
On graphics, Pat recommits to the 3 gpu family (integrated, discrete, enterprise) for the long run. #IntelON Next gens in rapid development. Intel will be there. @RajaXg adds comments.
Comments about foundry due to @TheKanter question: to be a player you have to have volume. Intel is all about volume customers. Lots of fab build out to match that. Questions about which customers will pivot, but still
Question on downtown, recession, and capex build. @PGelsinger speaks about managed risk, recessions only last few Q, not years, whereas fab built out takes years, product dev takes years. Can't be driven by near term financials. Still need to manage, but invest longterm #IntelON
Q from @markhachman about AI in the consumer space. @PGelsinger responds saying 'can't say much because meteor lake hasn't been launched'. Talks about bringing user experience and standards across all Intel platforms with diff optimization points
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➡️ Data Center $1.3b
- down 11% YoY
- up 2% QoQ
➡️Client $997m
- down 54% YoY
- up 35% QoQ
➡️Gaming $1.6b
- down 4% YoY
- down 10% QoQ
➡️Embedded $1.5b
- up 16% YoY
- down 7% QoQ
Overall strong results vs expectation, but operating loss of $20m, yet net income gain of $27m. A mix of weakness in some markets and good strength in others.
Also, $135m to expand adaptive computing research operations in Ireland.
So Data Center:
➡️ Revenue $1.3b
- lower 3rd Gen EPYC sales
-- Enterprise demand was soft
-- Cloud inventory was elevated
- But revenue up 2% QoQ
-- 4th Gen EPYC CPU sales doubled
-- offset a decline in adaptive SoC DC
- MI300A and MI300X are sampling to HPC, cloud, and AI