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

The neXt Curve reThink Podcast

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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)

Remember to like, subscribe to the neXt Curve reThink YouTube channel. Also, follow neXt Curve by subscribing at www.next-curve.com.
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.

Chapter

1. Vision 2024: The Intel AI Show (with Karl Freund) (00:00:00)

2. Introduction to Intel Vision 2024 (00:02:49)

3. Gaudi 3 - King of the Gen A accelerator hill? (00:02:55)

4. The power efficiency of Gaudi 3 as a GenAI inference differentiator (00:05:57)

5. The headwinds facing Gaudi 3 in keeping the energy efficiency crown (00:07:31)

6. The problem of chips-to-systems comparisons in Gen AI benchmarking (00:09:35)

7. Three flavors of Gaudi 3 for all edge AI scenarios (00:11:24)

8. Intel becomes a "software company" with Intel Tiber (00:13:31)

9. Where will Intel likely sell Gaudi 3? (00:14:23)

10. XEON 6 - Key to Intel's GenAI opportunity in the x86 brownfield? (00:16:24)

11. Intel Vision 2024 bright spot - 5 Nodes in Four Years execution (00:20:28)

12. The new systems game that is GenAI supercomputing (00:21:57)

13. Where is Intel's GenAI supercomputing champion? (00:23:52)

14. Data type is the unsung scaling factor for GenAI inference (00:25:24)

15. Our thoughts on Lunar Lake and its impact on the AI PC race (00:27:14)