Intel results reveal a push to address AI shortcomings | Computer Weekly

▤ Summary

Intel CEO Pat Gelsinger said: “We hit key execution milestones in our datacentre roadmap and demonstrated the health of the process technology underpinning it. While we remain cautious on the macroeconomic outlook, we are focused on what we can control as we deliver on IDM 2.0: driving consistent execution across process and product roadmaps, and advancing our foundry business to best position us to capitalise on the $1tn market opportunity ahead.” The transcript of the earnings call, posted on Seeking Alpha, shows that Intel was affected by “a conservative” PC refresh rate. Referring to the company’s AI chip, Gaudi, which competes with Nvidia’s A100 GPU (graphics processing unit), Gelsinger said: “We’re seeing a very positive response to Gaudi 2 and seeing our pipeline growing very rapidly for that product line.” According to Gelsinger, demand for AI processing will also drive the adoption of the next generation of the company’s Xeon processor, Gen 4 Sapphire Rapids. The company’s strategy is about “democratising AI”, he said, to offer a lower-cost alternative to what he describes as “super high-end machines”, which, according to Gelsinger, are “uneconomical for most environments”. “We have to enable the broad deployment of inferencing – being able to use AI – and that’s an area where, particularly our core Xeon product line, has particular strengths well above prior generations and competitive alternatives,” he said.

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Intel Corporation

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