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Weekend read: @Medium post by @GavinSBaker on his mistake in buying @intel stock in June 2020
I may not be as pessimistic about Intel's future as Gavin is, however the post is worth reading - interesting tidbits on Intel, AMD, TSMC & ARM
https://medium.com/@gavin_baker/investing-mistakes-chapter-1001-9f0b7dbc6637
#HPC #AI
I may not be as pessimistic about Intel's future as Gavin is, however the post is worth reading - interesting tidbits on Intel, AMD, TSMC & ARM
https://medium.com/@gavin_baker/investing-mistakes-chapter-1001-9f0b7dbc6637
#HPC #AI
2/
On AMD: Share gains in server CPUs slower than expected based on benchmarks
Urs Hölzle “Brawny cores still beat wimpy cores, most of the time” - Single core and single threaded performance is often the rate limiting factor even for highly parallelized workloads
#HPC #AI
On AMD: Share gains in server CPUs slower than expected based on benchmarks
Urs Hölzle “Brawny cores still beat wimpy cores, most of the time” - Single core and single threaded performance is often the rate limiting factor even for highly parallelized workloads
#HPC #AI
3/
Intel has the “exorbitant privilege” of having all x86 software code effectively optimized for their own architecture
AMD needs to be much faster for a sustained period of years for software to be rewritten and optimized for their own particular architecture
#HPC #AI
Intel has the “exorbitant privilege” of having all x86 software code effectively optimized for their own architecture
AMD needs to be much faster for a sustained period of years for software to be rewritten and optimized for their own particular architecture
#HPC #AI
4/
Software has never been a strength of @AMD and is the main reason they lost to @Nvidia in #GPU
In the CPU market, Intel’s inference software frameworks are far superior to AMD's
#HPC #AI
Software has never been a strength of @AMD and is the main reason they lost to @Nvidia in #GPU
In the CPU market, Intel’s inference software frameworks are far superior to AMD's
#HPC #AI
5/
I agree that the @Arm carrot has to be big enough to justify the switch from x86
" #ARM server CPUs have been slow to take off — any ARM CPU needs to offer dramatically higher performance per watt per $ to justify rewriting software so that it can run on ARM "
#HPC #AI
I agree that the @Arm carrot has to be big enough to justify the switch from x86
" #ARM server CPUs have been slow to take off — any ARM CPU needs to offer dramatically higher performance per watt per $ to justify rewriting software so that it can run on ARM "
#HPC #AI
6/
"Monocausal explanations are dangerous, but in my opinion Intel lost their manufacturing lead to TSMC because of arrogance"
10nm: Intel attempted the world’s highest pole vault in a torrential rainstorm while blind folded with no mat on the other side
#HPC #AI
"Monocausal explanations are dangerous, but in my opinion Intel lost their manufacturing lead to TSMC because of arrogance"
10nm: Intel attempted the world’s highest pole vault in a torrential rainstorm while blind folded with no mat on the other side
#HPC #AI
7/
"Rumor is that Jim Keller, one of the greatest semiconductor architects of the modern era, went to CEO Swan with an ultimatum in June that either he or Murthy Renduchintala had to leave.
If true, given that Swan chose Murthy — a terrible error"
#HPC #AI
"Rumor is that Jim Keller, one of the greatest semiconductor architects of the modern era, went to CEO Swan with an ultimatum in June that either he or Murthy Renduchintala had to leave.
If true, given that Swan chose Murthy — a terrible error"
#HPC #AI
8/
Successive mistakes at 10 nm and 7 nm are strange as one of the greatest nodes in Intel history was 22 nm which had conservative scaling targets, ramped quickly and had fantastic yields
#HPC #AI
Successive mistakes at 10 nm and 7 nm are strange as one of the greatest nodes in Intel history was 22 nm which had conservative scaling targets, ramped quickly and had fantastic yields
#HPC #AI
9/
Better to be on time with great yields with less aggressive scaling than late with terrible yields with more aggressive scaling.
Strange that Intel did not learn from all of these experiences.
#HPC #AI
Better to be on time with great yields with less aggressive scaling than late with terrible yields with more aggressive scaling.
Strange that Intel did not learn from all of these experiences.
#HPC #AI
10/
The 7 nm delay means that software will likely begin to be optimized for @AMD and that @Intel may lose their “exorbitant privilege.”
AMD then finally put up a great quarter in Q2 with clear evidence of server CPU share gains
#HPC #AI
The 7 nm delay means that software will likely begin to be optimized for @AMD and that @Intel may lose their “exorbitant privilege.”
AMD then finally put up a great quarter in Q2 with clear evidence of server CPU share gains
#HPC #AI
11/
“There are only two things in investing, numbers and excuses. And if you don’t have the first, no one cares about the second.”
Investing is ever humbling.
“There are only two things in investing, numbers and excuses. And if you don’t have the first, no one cares about the second.”
Investing is ever humbling.
