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

May 15
Here at @latticesemi's #analystday2023 at @Nasdaq, a 🧵! Talks from CEO @jranderson, CFO Sherri Luther, and CSO Esam Elashmawi.

Ran into these two goofballs too! @bobodtech @Krewell $lscc ImageImage
About to start Image
Lattice's intros use these techno cubes. Almost GenAI. Hmm... :) Image
Read 84 tweets
May 2
AMD Q1 2023 Financials 🧵

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%
Outlook 2Q23

Revenue $5.3b, +/- 300m
Non-GAAP GM of ~50%
Read 68 tweets
Feb 20
Live at #isscc is @AMD @LisaSu with the plenary talk
@AMD @LisaSu Mainstream Server Performance - 2P SpecInt Rate. Includes AMD, Intel, Arm. Doubling every 2.4yrs.
@AMD @LisaSu GPU single precision FP32 GF
Read 35 tweets
Jan 31
$AMD @AMD Q4 2022 Financials

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
@AMD FY 2022:

➡️ 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
Read 55 tweets
Jan 26
$INTC Financials 🧵
4Q 2022

➡️ Revenue $14.0b, -28% YoY
➡️ Gross Margin 43.8%, -12.1% YoY
➡️ EPS $0.10, -92% YoY

FY 2022

➡️ Revenue $63.1B, -16% YoY
➡️ Gross Margin 47.3%, -10.8% YoY
➡️ EPS $1.84, -65% YoY
Client Computing Group CCG

➡️ Revenue $6.6b, down 36% YoY
➡️ Op Income $0.7b, down 82% YoY
➡️ Op Margin 11%, down from 37%

➡️ Lower demand on PC in consumer and education
➡️ Increased Intel 7 mix
➡️ Higher inventory reserves
➡️ Investment in product/roadmap
Datacenter and AI DCAI

➡️ Revenue $4.3b, down 33% YoY
➡️ Op Income $0.4b, down 84% YoY
➡️ Op Margin 9%, down from 37%

➡️ TAM market contraction
➡️ Competitive pressure
➡️ Investment in roadmap and process
➡️ Ramping next gen
➡️ Higher unit costs
Read 55 tweets
Jan 25
Financials $IBM @IBM 2022:

4Q '22:
➡️ Revenue $16.69b, flat QoQ
➡️ Software $7.3b, +2.8%
➡️ Consulting $4.8b +0.5%
➡️ Infra $4.5b, +1.6%

FY '22
➡️ Revenue $60.5b, +6%
➡️ Hybrid Cloud $22.4b, +11%
➡️ Free Cash Flow $9.3b

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.
@IBM $IBM Software Revenue 4Q 22
➡️ $7.3b, +8% YoY c/c

➡️ 80% recurring revenue
➡️ 20% transactional

➡️ Hybrid Platform + soln +10% YoY
➡️ Red Hat +15% YoY
➡️ Automation +9% YoY
➡️ Data and AI +8% YoY
➡️ Security +10% YoY
➡️ Transaction processing +3% YoY
Read 9 tweets

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