Vision 2024: The Intel AI Show (with Karl Freund)

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.

Chapters

• 2:49 Introduction to Intel Vision 2024
• 2:55 Gaudi 3 - King of the Gen A accelerator hill?
• 5:57 The power efficiency of Gaudi 3 as a GenAI inference differentiator
• 7:31 The headwinds facing Gaudi 3 in keeping the energy efficiency crown
• 9:35 The problem of chips-to-systems comparisons in Gen AI benchmarking
• 11:24 Three flavors of Gaudi 3 for all edge AI scenarios
• 13:31 Intel becomes a "software company" with Intel Tiber
• 14:23 Where will Intel likely sell Gaudi 3?
• 16:24 XEON 6 - Key to Intel's GenAI opportunity in the x86 brownfield?
• 20:28 Intel Vision 2024 bright spot - 5 Nodes in Four Years execution
• 21:57 The new systems game that is GenAI supercomputing
• 23:52 Where is Intel's GenAI supercomputing champion?
• 25:24 Data type is the unsung scaling factor for GenAI inference
• 27:14 Our thoughts on Lunar Lake and its impact on the AI PC race