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In this installment of the neXt Curve reThink Podcast Silicon Futures series, Leonard Lee of neXt Curve and Karl Freund of Cambrian-AI Research share their puts and takes from Intel's Vision 2024 event which took place in Phoenix, AZ.
The duo talk and debate about:
- Introduction to Intel Vision 2024 (2:49)
- Gaudi 3 - King of the Gen A accelerator hill? (2:55)
- The power efficiency of Gaudi 3 as a GenAI inference differentiator (5:57)
- The headwinds facing Gaudi 3 in keeping the energy efficiency crown (7:31)
- The problem of chips-to-systems comparisons in Gen AI benchmarking (9:35)
- Three flavors of Gaudi 3 for all edge AI scenarios (11:24)
- Intel becomes a "software company" with Intel Tiber (13:31)
- Where will Intel likely sell Gaudi 3? (14:23)
- XEON 6 - Key to Intel's GenAI opportunity in the x86 brownfield? (16:24)
- Intel Vision 2024 bright spot - 5 Nodes in Four Years execution (20:28)
- The new systems game that is GenAI supercomputing (21:57)
- Where is Intel's GenAI supercomputing champion? (23:52)
- Data type is the unsung scaling factor for GenAI inference (25:24)
- Our thoughts on Lunar Lake and its impact on the AI PC race (27:14)
- It's a wrap! (29:49)
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Check out Cambrian-AI Research at www.cambrian-ai.com and get in touch with Karl Freund on LinkedIn. You can also read his research on Forbes where he has a column.
Also, remember to subscribe to the Silicon Futures playlist for insights into the semiconductor industry that matter.
