Pat Gelsinger’s First Big Bet

Pat Gelsinger’s First Big Bet

New Intel CEO pledges $20B in Fab investments. Is that enough? What’s next? Newly installed Intel CEO Pat Gelsinger didn’t waste any time announcing that his top priority will be to “fix” the company’s manufacturing shortcomings which have delayed recent products by...

AI Cambrian Explosion: 2021 Predictions

For the last two years, in January, I have published my predictions about the new AI silicon I expect in the coming year. Like the weatherman, I’ve gotten some details wrong but I’ve been reasonably accurate, at least directionally. So, here we go again with a look at...
The Cambrian AI Landscape: Intel

The Cambrian AI Landscape: Intel

Intel has adopted a “Domain-Specific Architecture” strategy espoused by John L. Hennessy, Alphabet Chairman and former President of Stanford University. Consequently, the company has at least one of everything: CPU, GPU, ASICs, and FPGAs. While this may...