Vice President & Principal Analyst, Datacenter Compute & Storage, Matt Kimball gives context for the latest announcements from the Intel Innovation 2023 conference.
At Hot Chips, Intel announced the Granite Rapids and Sierra Forest specs. While details were vague on Granite Rapids, Intel highlighted Sierra Forest as shipping with 144 cores per socket. This would put the chip at a higher core count than AMD's Bergamo but belowFast forward three weeks or so, and Intel flipped the script at Innovation 2023 with a surprise reveal. That Sierra Forest chip? Yeah, that's going to support up to, not 144.
But this siliconomy isn't just about silicon. It's not CPUs, GPUs and other custom silicon designed for advanced workloads. It's about all of this silicon and infrastructure supporting the software ecosystem—languages, models, frameworks and all of the elements of a deployment. Finally, it enables architects and developers to experiment, build and optimize AI for their specific needs., a virtual laboratory enabling the scenario I described above.
Regardless, this is the world we live in. And while Intel, AMD, Nvidia and Arm players such as Ampere each fight for market share, I believe there also must be an eye on interoperability and a commitment to embracing open standards that allow customers to choose without compromise. The siliconomy is huge, and it's growing exponentially. There's plenty of room for everybody.
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