Pat Gelsinger, CEO of Intel, discusses rebalancing semiconductor supply chains away from heavy concentration in Asia following geopolitical risks around Taiwan.
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…”
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…”