‘AMD ought to chew the bullet and purchase them out’ — Intel reveals game-changing expertise for enterprise, however with its share worth at its lowest in a decade, is it too little too late?
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On the latest Sizzling Chips 2024 symposium in Stanford, California, Intel highlighted its newest developments in AI expertise, overlaying knowledge facilities, cloud computing, edge, and PC functions.
A key second was the introduction of the trade’s first totally built-in optical compute interconnect (OCI) chiplet, which is designed to reinforce high-speed AI knowledge processing. That is one thing the corporate has talked about previously.
This new expertise goals to enhance AI knowledge processing by providing elevated bandwidth, decrease energy consumption, and higher scalability for future computing infrastructures. The OCI chiplet, co-packaged with an Intel CPU, helps 64 channels of 32 Gbps knowledge transmission over 100 meters of fiber optics. This innovation is meant to satisfy the rising calls for of AI infrastructure, notably in high-performance computing (HPC) and knowledge facilities.
Superior packaging
Saeed Fathololoumi, a photonic architect at Intel, famous that the OCI chiplet “is predicted to handle AI infrastructure’s rising calls for for greater bandwidth, decrease energy consumption, and longer attain.”
Intel’s strategy to built-in optics, as highlighted in a slide shared with ServeTheHome, focuses on utilizing silicon photonics to reinforce Photonic Built-in Circuits (PICs). This includes superior packaging for heterogeneous integration and shut coupling of optical engines with hosts like XPUs, enabling the event of latest programs and functions.
One other slide, proven beneath, goes into additional element, displaying how Intel’s 4 Tbps (8 Tbps bi-directional) Silicon Photonic Built-in Circuit (IC) helps each parallel and serial host interfaces, optimized for energy effectivity and compact measurement. It consists of options like ring modulators, Germanium photodetectors, and V-groove passive fiber coupling, making it supreme for high-volume silicon photonics platforms.
Pere Monclus, CTO of Intel’s Community and Edge Group, mentioned, “As AI workloads intensify, Intel’s broad trade expertise permits us to grasp what our clients have to drive innovation, creativity, and supreme enterprise outcomes. The OCI chiplet is a key a part of our technique to satisfy these wants with groundbreaking expertise.”
Intel’s emphasis on the OCI chiplet displays its dedication to sustaining a number one place in technological innovation, even because it faces robust competitors within the AI sector. Whereas corporations like Nvidia have seen vital development pushed by AI demand – reaching a market cap of $2.928 trillion – and AMD has elevated its market cap to $240.44 billion, Intel has not skilled related positive aspects.
At the moment ranked 182nd by market cap at $94.24 billion, down from a peak of $502 billion in 2000, Intel is aiming to regain its aggressive edge however would possibly or not it’s too little, too late?
A remark below ServeTheHome’s protection makes an fascinating suggestion: “It’s merchandise like this that make me assume AMD ought to chew the bullet and purchase out Intel. Maintain the networking and optical, preserve the software program, positively preserve the advertising dept, positively preserve the dept of unacknowledged product design/help soiled deeds. Unload the CPU and GPU divisions, possibly any individual within the EU or South Korea desires them.”
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