Here's @PGelsinger
His t-shirt says 'bringing geek back', but geek is in binary (doesn't say what encoding) #IntelON
He just mentioned it's ascii
#intelon is a 2 day event, developer focused, with *some* hardware
Now talking about transhumanism, using electronics to enhance the senses
IFS and IDM 2.0. Randir Thakur is here, already said hi.

Moore's Law is Alive and Well #IntelON
18A v0.3 PDK already in the hands of developers, first test chip coming off the line by end of year. #IntelON
Systems Foundry: wafers, packaging, software, chiplets #intelon
Pat reiterates his story that he helped usb standards and his daughter says 'thanks papa' when she inserts a usb stick
TSMC and Samsung videos about UCIe commitments
Scaling the university shuttle program for universities by 100x. (doesn't say what node). Access to latest EDA tools
Showcasing Arctic Sound (Intel Flex), Arc, SPR+HBM, and Ponte Vecchio #intelon
GPU pricing has gotten too high says @PGelsinger, and they coming Oct 12th. A770 at $329
Intel's Ethics AI Lead Architect, aged 18, started at Intel aged 14 #intelon Ria
#intelon Developer Cloud
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
Samsung display to the stage
Slide able displays. Demo on show floor I think
Pat talking optical ethernet/USB #IntelON
On'package, removable silicon photonics. Oooh #IntelON
Pat says Ria will be Intel CEO in 30 years, at 48. Sounds like she could make waves as the youngest Intel CEO ever. #IntelON
Linus to the stage #intelon
That's a wrap for the keynote. #IntelON
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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More from @IanCutress

Sep 27
From Intel MJH: The workstation group transitioned from DCAI to CCG 9 months ago. Institutional changes are happening, they recognize that there needs to be a family of workstation products. They have customers with demand, says 'give us time to showcase what we can do'. #IntelON
Also: Will never stop trying to get Apple to be a customer again. Intel wants everyone to have high performance.
When asked about AVX-512. Constant evaluation and internal discussions about support in future products within client. Door isn't closed.
Read 5 tweets
Jul 28
Intel Q2 Financial Q&A, a thread 👇 $INTC 1/n
Evercore Q: Implied guidance is 12% into Dec. What gives confidence with inventory correction/supply chain? Does PC TAM down 10% conservative enough?
A: In 4Q, given inventory burn in CCG and DCAI, we're shipping below market rate for those. Good set of products coming in 2H, Intel is operating with wind in its sales. Also increasing our pricing, takes effect in Q4.
Read 30 tweets
May 24
So, discussing all-core frequency on Ryzen 7000. We saw the demo with 5.5 GHz peak, and AMD said 5.2-5.5G was common for that game.

We are doing some napkin math about what a proper workload might be. Thread (1/n):
So certain games don't tax the CPU all that much. The code path doesn't spread out, doesn't use many execution units, and it could be a very light workload. The core power requirements might be low, and so frequency can be boosted.
As we see with CPU tests, some tests hammer the core with high IPC (P95), others with low IPC (Cinebench).

With the Ryzen 7000, let's work on core power. We'll start with this graph of core power, under a high IPC workload, for the 7nm 5950X:
Read 14 tweets
May 24
Dennard Scaling in action, with AMD CPU Frequencies:

▶ 1999: 1 GHz (Athlon K7)
▶ 2013: 5 GHz (FX9590)
▶ 2022: 5.5 GHz (Zen 4)
▶ 1999: 1.0 GHz (Athlon K7)
▶ 2003: 2.0 GHz (FX-51)
▶ 2006: 3.0 GHz (FX-74)
▶ 2011: 4.0 GHz (FX-4170)
▶ 2013: 5.0 GHz (FX-9590)
▶ 2022: 5.5 GHz (Zen 4)
▶ 1996: 0.1 GHz (K5-100)
▶ 1997: 0.2 GHz (K6 200)
▶ 1998: 0.3 GHz (K6 300)
▶ 1998: 0.4 GHz (K6-2 400)
▶ 1999: 0.5 GHz (K6-2 500)
▶ 1999: 1.0 GHz (Athlon K7)
Read 4 tweets
May 24
1/n #HotChips2022 @hotchipsorg talks:

🔼 Day 1 Keynote, @Intel
@PGelsinger: Semiconductors Run The World

🔼 Day 2 Keynote, @Tesla
Ganesh Venkataramanan: Beyond Compute - Enabling AI through System Integration
2/n GPUs and HPC

@NVIDIA Hopper, Jack Choquette
@AMD Instinct MI200, Alan Smith
@Intel Ponte Vecchio, Hong Jiang
▶ Biran BR100 GPGPU, Lingjie Xu
3/n Integration Technologies

@LightmatterCo Photonic Wafer Scale Substrates, Nicholas Harris @theanalognick
@IntelTech FPGA for RF, Tim Hoang
@RANOVUS Optical ASICs, Christoph Schulien
@SamsungDSGlobal CXL Memory Expander, Sung Joo Park
Read 10 tweets
May 3
$AMD Q1 2022 Q&A Thread.

Q: Lot going on macro. 54-55% organic growth in 1Q. Puts and Takes? Supply? Server?
A: Strong Q1, lots going on. Strength in Q1 was broad - gain share in server, bring supply online, strong semi and C&G. Softness in PC, but shift mix ASP to premium. Into Q2, lots in play, but managed supply well, work with customers. Xilinx has high demand
Q: FY22 Guidance - expect upside over 31% organic growth? View on DC Capex and PC? AMD is being conservative in PC?
Read 49 tweets

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