Intel CEO Pat Gelsinger explains the foundational architecture differences between CPUs and GPUs and why GPUs excel at AI workloads.
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.”