At #ISC23, @intel's Jeff McVeigh going through AI-accelerated #hpc. Either AI helping reduce large problems, or AI hardware being used for reduced precision in HPC ImageImage
If you hadn't seen it, Intel's AI roadmap. Falcon Shores is the output of GPU+AI. Image
GPU Max.

128 Xe Cores
128 GB HBM2e
52 TF FP64
839 TOP BF16 Image
And just to clarify, Falcon shores first gen is a converged Xe + AI (habana) IP design. First point here. Even though its called a GPU overall. Image
The status on #aurora: 10000 blades delivered, each with 2 CPU + 6 GPU. Blades initially shipped with regular @intel CPU, now 75% replaced with Max CPU (hence why no #Top500 sub).

But 63744 GPUs at 52 TF/GPU means an Rpeak of around 3.3 ExaFLOP FP64!! That's not counting CPUs ImageImage
(That's assuming each GPU is the full fat 600W node - I need to go back to my original estimates I did on AnandTech where I calculated 560W ea)

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More from @IanCutress

Dec 8, 2024
Short Course 1 from #iedm24 today. TSMC giving some detail about the state of the industry. Some highlights.

#1 3D Stacking is expected to go to 3 micron pitch by 2027. Image
#2 A16-based AI accelerators in 2027 with CoWoS-L and 12xHBM4. But even those 2025/2026 designs look cool - six compute die, 12xHBM3e. Next gen MI400 from AMD maybe? Image
#3 WiFi 8 to show life in 2027/2028. WiFi 8 at 10 Gbps may need as much as 30 TOPs and TSMC N4 to achieve peak perf. Could do it in N16, but big chip with lots of power.

Sucks that still so much WiFi 4 will still be being installed. Image
Image
Read 10 tweets
Oct 31, 2024
$INTC margins crater for 2024 Q3.
DCAI/NEX up, rest down 🧵

vs 23Q3
💵 Revenue $13.3b, down 6% (Guide 13b)
📈 Gross Margin 15% GAAP, down 27.5pp (Guide 34.5)
💰 Net Income -$16.6b, down from $0.3b
🪙 EPS -$3.88, down from $0.07

Outlook:
💵 Revenue $13.8b, +- $500m
📈 GM 36.5% Image
➡️Foundry $4.35b, down 8% from $4.83b
➡️DCAI $3.35b, up 9% from $3.08b
➡️CCG $7.33b, down 7% from $7.87b
➡️NEX $1.51b, up 4% from $1.45b
➡️Altera $0.41b, down 44% from $0.74b
➡️MBLY $0.48b, down 8% from $0.53b Image
Employee count, as of Sep 28, is at 124.1k - down 1200 from last quarter. Not quite the 15k announced quite yet. Image
Read 100 tweets
Oct 29, 2024
$AMD hits a record quarter for 2024 Q3. Their best ever. 🧵

💵 Revenue $6.819b, up 18% YoY
📈 Gross Margin 54%/50%, up 3pp YoY
💰 Op Income $724m, up from 224m
🪙 EPS $0.47, up 161%

Outlook:
💵 Revenue $7.5b, +- $300m
📈 GM 54% Image
Datacenter - EPYC, Instinct
➡️ Revenue $3.549b, up 122% YoY from $1.598b
➡️ Operating Income $1.041b, up from $0.306b
➡️ Operating Margin 29% , up from 19% YoY

Launched Turin, MI325X. Strong cloud pickup on MI300X, announced the acquisition of ZT Systems.
Client - Ryzen, Ryzen AI
➡️Revenue $1.881b, up 29% YoY from $1.453b
➡️Operating Income is $276m, up from $140m YoY
➡️Operating Margin is 15%, up from 10% YoY

New Ryzen AI 300 mobile devices, ramped Ryzen 9000 desktop, X3D due 7th Nov.
Read 94 tweets
Jun 4, 2024
Another keynote at #computex: this time @intel CEO @PGelsinger will take the stage. A 🧵 Image
Will start in a few. But here are some @intel partners Image
@intel Drummin'
Read 48 tweets
Feb 21, 2024
Here at the @intel #ifs direct connect event. Keynote time! Image
Pat to the stage. He's been CEO for 3 years now Image
Restore the company noyce and Moore built. Time to rebuild western manufacturing. Today is a day in that mission. Image
Read 64 tweets
Dec 4, 2023
We need more storage. Let's ask ChatGPT and DALL-E to make the highest capacity hard drive even higher in capacity.

Stage 1. Fairly mundane. Image
Stage 2. Looks a little more steampunk. Image
Stage 3: This one has a built in wifi-card and flash. It even has the CE mark now, look. Image
Read 10 tweets

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