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
If you hadn't seen it, Intel's AI roadmap. Falcon Shores is the output of GPU+AI.
GPU Max.
128 Xe Cores
128 GB HBM2e
52 TF FP64
839 TOP BF16
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.
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
(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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GAAP
Revenue YoY $5.353b, down 9%
Gross Profit $2.359b, down 16%
Gross Margin 44%, down 4pts
OpEx $2.514b, up 29%
Op Income $145m loss, down 115%
Op Margin -3%, down 19pts
Non-GAAP YoY
Revenue $5.353b, down 9%
Gross Profit $2.675b, down 14%
Gross Margin 50%, down 3pts
OpEx $1.587b, up 18%
Op Income $1.098b, down 40%
Op Margin 21%, down 10 pts
EPS $0.60, down 47%
Quarterly:
➡️ Revenue $5.6 billion, up 16% YoY
➡️ Gross Margin 43%, down 7% YoY
➡️ Operating loss $149m, down $1.3b YoY
➡️ Operating margin -3%, down 28% YoY
➡️ Net Income $21m, down 98% YoY
➡️ Revenue $23.6b, up 44%
➡️ Gross Margin 45%, down 3%
➡️ Op Expenses $9.4b, up 120%
➡️ Op Income $1.2b, down 65%
➡️ EPS $0.84, down 67%
➡️ Growth drive by embedded and datacenter, offset by lower client and gaming.
➡️ 43% GM due to amortization of Xilinx acquisition assets, non GAAP GM was 53%, +1% YoY, due to higher embedded/DC mix
➡️ Operating loss also due to Xilinx
FY '23 predict
➡️ Revenue up 3-7%
➡️ FCF up $1b YoY
@IBM Lots of businesses with international transactions will be reporting 'currency corrected' numbers this quarter because of the exchange rates. The numbers above exclude that, but the rest in the thread will include it.