Opinion
Gelsinger: Nvidia got lucky on AI because AI workloads resemble graphics
“Yeah, and it very much is that way, and Jensen and I, you know, we've known each other for 35 years, you know, this general purpose workload, and we always are adding more capabilities to the CPU, but over here, it was always just go really fast for graphics, …”
Disclosure
Gelsinger: Intel aims to manufacture chips for Nvidia, AMD, and hyperscalers
“You know, we're also going to be a foundry. We're going to be the manufacturer for many of those chips as well. So we want to be the manufacturer for Nvidia, for AMD, for Google, for Amazon. We want to be their manufacturing partner, even if we're not using ou…”
Prediction Held up
Gelsinger: Intel, AMD, and Nvidia will be AI's three big merchant providers
“There's going to be those that build their own, you know, and that's what you see Amazon, Microsoft, Google are doing. They're going to say, hey, I'm going to own this and do this myself. And then there's going to be the general providers in the marketplace, a…”
Prediction Open · timeframe Dec 2030
Gelsinger: Global chip production will reach 50/50 East-West balance by 2030
“By the end of the decade, so, you know, seven, eight years, I think we can get close to fifty-fifty by the end of the decade, and if we accomplish that, right, over a seven or eight year period, I think the world is going to sleep much better at night”
Opinion
Gelsinger: Chip fab locations are more geopolitically vital than oil reserves
“Where oil reserves are has defined geopolitics for 50 years. Where technology and fabs are for the future is more important.”
Disclosure
Gelsinger: About a third of Intel data center CPU purchases are for AI
“And for my standard CPUs today in the data center, you know, we see about a third of the purchases are being based For AI workloads.”
Disclosure
Gelsinger: Intel's AI business is approximately doubling growth rate quarter-over-quarter
“We're now seeing our growth rate and quarter to quarter, we approximately doubled the growth rate, you know, but we're still small market share, you know, today, but we're rising quickly because customers are looking for alternatives, you know, today because t…”
Opinion
Gelsinger: Apple built in-house silicon because Intel stumbled
“Well, you know, they used to use Intel chips and when Intel stumbled Apple stepped in and did their own chips.”
Disclosure
Intel plans to merge Ponte Vecchio and Gaudi into one product line
“And Ponte Vecchio and Gaudi, we're bringing those together into a single product line, you know, going forward, because we're going to compete in that space as well.”
Assertion Not checkable as stated
Gelsinger: Foundry manufacturing is almost as profitable as chip design
“So this is now a very profitable business. You know, almost as profitable as the chip business itself in many respects”
Assertion Supported
Gelsinger: Leading-edge chip fab costs $30B and takes five years
“You know, it takes us about five years to have one of these factories up up and running on a leading edge process technology. You know, the total project is about thirty billion dollars, right, to build one of these factory complexes.”
Prediction Not checkable as stated
Gelsinger: AI PCs will replace typing with autonomous voice interactions
“We see this AI PC Having that same kind of shift where all of a sudden, maybe I don't type to my computer anymore. I just talk to it in the future. It knows when I'm there. It translate languages. You know, it has new insights and capabilities. It becomes my p…”
Disclosure
Gelsinger: Intel standardized its foundry processes to match the industry
“And Intel before was very proprietary. So if you wanted to use my foundry, you had to be proprietary on me. Well, now we have standardized our processes like the rest of the industry. So it's much easier to use us as a foundry.”
Insight
Gelsinger: GPUs are uniquely suited for AI due to matrix processing
“A GPU, instead, is really built for a very specific class of workloads, and generally those have been called throughput workloads, so it does lots of floating point processing and matrix operations, You know, and so it's very dedicated for things like graphics…”
Insight
Gelsinger: CPUs are sedans while GPUs are Formula 1 racecars
“So it's designed basically, you can sort of think about it, you know, as your general purpose sedan, that's sort of the CPU and the GPU. All it does, it gets on the F one track and all it does is go fast on very specific workloads.”
Pat Gelsinger