@AMD@LisaSu Performance is all well and good, but efficiency matters more. Efficiency isn't increasing at the same pace. It's a harder problem to solve
@AMD@LisaSu Given constant efficiency gain, Zettascale will need 500MW in 2034. Not going to be possible
@AMD@LisaSu That's scaling from 52 GF/watt today to 2140 GF/watt in that time. It means in the next decade, efficiency matters more than perf to continue scaling
@AMD@LisaSu Process technology continues to be important, harder to get density and efficiency perf
@AMD@LisaSu IO doesn't scale. Energy per bit is reducing, but not when normalised to channel quality
@AMD@LisaSu Memory power also going up substantially due to bandwidth and capacity requirements of the new workloads
@AMD@LisaSu AMD focuses on efficiency through advanced architecture. Using the right technology for the right node. Heterogeneous compute with the right solution
@AMD@LisaSu Exploit arch innovations, packaging advances, and silicon advances. MI250 systems power 4 out of top 5 Green500 spots. 2.5D integration with HBM, blended HPC and AI perf
@AMD@LisaSu 3D integration technology still maturing for high volume. Logic on logic would be a massive breakthrough. Reducing the cost of communication
@AMD@LisaSu Also, use the right math for the right operation for efficient compute
@AMD@LisaSu Next gen GPU accelerator
HPC and AI
MI300
CPU+GPU in one package
5nm, 3D Stacking
Quantized format support
Unified memory APU architecture
@AMD@LisaSu Cache and Fabric on the bottom
CPU and GPU execution units on top
@AMD@LisaSu@FelixCLC_ 5-10yr vision on semiconductor R&D for US needs all disciplines to work together, no silver bullet, lots of work on arch, materials, process, system innovation. Need to bring all together to solve large challenges. Brings out the best in all.
Ready for @intel #vision keynote with new CEO Lip-Bu Tan? Lots of eyes on this one. Starts on the hour. A 🧵
Some initial thoughts. LBT has to show he understands the company. He needs to showcase where Intel stands in key markets, and identify the direction to go in. If Pat was the aspirational, LBT has to be the pragmatist, and show it.
He's only been the role a month. I'm not expecting any major announcements or immediate changes in Intel's direction right now. He has some time for that for sure. LBT has to show how sharp he is, where he's focused, and what matters most.