FINALLY! Intel Joins the Generative AI Chip War (Supercut)
Вставка
- Опубліковано 14 чер 2024
- Highlights from the #intel Vision 2024 Keynote. Highlights include Intel's new Gaudi 3 accelerator that competes with the H100 GPU from #nvidia ( #nvda stock ) for generative AI applications like #sora and #chatgpt by #openai . Also revealed were the Intel ( INTC stock ) 6th generation data center Xeon CPUs that compete directly with the #amd ( AMD stock ) 4th gen EPYC CPUs, Lunar Lake CPUs for AI PCs, networking solutions that compete with Nvidia Infiniband, and much more.
» Top Stocks for 2024: • Top 10 Stocks to Get R...
» Get My AI Stocks & Price Targets: www.tickersymbolyou.com/ai
» Main Street Data (Best Financial Charts): mainstreetdata.com/subscripti...
--DESCRIPTION HERE--
» Simply Wall Street's Intel (INTC Stock) Valuation:
simplywall.st/stocks/us/semic...
» Nvidia (NVDA Stock) Valuation: simplywall.st/stocks/us/semic...
» Advanced Micro Devices (AMD Stock) Valuation: simplywall.st/stocks/us/semic...
» Podcast: • E5: Our Top 5 Stock Ma...
» Twitter: / tickersymbolyou
» Patreon: / tickersymbolyou
Timestamps for this Intel Supercut:
00:00 INTEL GAUDI 3 vs NVIDIA H100
03:31 INTEL XEON 6th Gen vs AMD EPYC 4th Gen
06:00 DEMO - Cloud vs Edge
09:48 Ultra Ethernet vs NVIDIA Infiniband
13:06 INTEL Lunar Lake vs AMD Ryzen CPUs
Resources & References:
» @Intel Vision 2024 Keynote: • Intel Vision 2024 Keyn...
» OpenAI CEO Sam Altman and Intel CEO Pat Gelsinger Talk Artificial Intelligence: • Sam Altman and Pat Gel...
» Nvidia GPU Advances: • NVIDIA'S HUGE AI Chip ...
» Nvidia AI Advances: • NVIDIA'S HUGE AI Break...
» OpenAI Dev Day: • OpenAI & Microsoft's H...
» Google AI War: • The AI War Has Begun! ...
🙏 Thanks for watching!
Disclosures:
All content on this channel is for informational purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Trading stocks, ETFs, other securities, and/or cryptocurrencies poses a considerable risk of loss. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Should you need such advice, consult a licensed financial or tax advisor. When you make purchases through links in this video description, the author may earn a commission.
See additional disclosures at tickersymbolyou.com/disclosures/ - Наука та технологія
Do you think Intel can compete with NVIDIA and AMD with their Gaudi 3 AI accelerator and new Xeon 6 server CPUs?
» My Top AI Stocks for 2024: ua-cam.com/video/jG0gBi7Ps4U/v-deo.html
» Get My AI Stocks & Price Targets: www.tickersymbolyou.com/ai
Ya
Maybe with AMD but not NVIDIA
Time will tell but it's a good stock to hold anyway!
No because it will not scale like Blackwell does. Nvidia is selling an actual turn key machine. With this new gpu syncing/communication tech they were talking about that allow the gpus to all work as one gpu with no latency penalty. You have a system that can scale to infinity. It's only constraint is how much your company can afford. They even offer the software for it, support and training classes.
Yes. They may not beat Nvidia, but they don't have to to compete with them, especially with their own foundry.
“I always bring big brother with me” nice one guy 😂
I love you
Thank you for the work you do and what you share with us.
I love you so much
Intel is still reeling from two generations of CEOs who drove the company technology roadmap into total irrelevance while others innovated into completely new markets and technologies prior to PG rejoining the company, where he's been bailing water and rowing to try and turn the mother ship around. Those 2 CEO's and the boards that hired them should be nominated for the corporate hall of shame. A once superb company now relegated to seeking government handouts as a business strategy like GM, the big banks, and defense contractors...
The difference being that Intel is committed to creating and executing a wonderful, quality product. The new CEO was an engineer that helped found the original company, he is invested in making this work. Those car companies are not
I appreciate these videos of what the CEO have to say. My only criticism is that I would like your thoughts at the end of the video. Believe it or not, I actually care what you have to say.
I love you
Totally agree
The problem, in my opinion, is they are somewhat anchored by their CPU. Arm is so much better on power.
But I’m impressed with how far Intel has come along.
I love you so much
Damnit. Now i have to add intel to my portfolio aswell
Can Gaudi 3 run Llama2 70B?
Wow, thank you.
First, I defended you on another site. Hope you appreciate it. Second, I still hold to my opinion that INTC will double before NVDA does, Not saying their products are better, nor am I believing that there foundry will be as profitable, as I did before. (because of the subsidies.) But IMO one major announcement that Intel is doing some type of foundry work with Nividia and I would expect a much higher percentage bounce for INTC than NVDA. This not to say I wont ever own NVDA again. (sold mine recently in a covered call situation when the share price exploded). Likely I will own a basket of SEMIs. Right now my largest position is actually AMD.
Oh do us all a favor. Do NOT promote pre-IPO investments on your site, even for a commission. Its just going to get you in trouble, and it does hurt your credibility
1. Thanks for sticking up for me 🍻
2. INTC is definitely still in the game and doing foundry work with Nvidia would be a huge catalyst for them (and a big credibility boost in the AI space)
3. I'm going to keep covering pre-IPO investments because that's where the majority of my own money is 🍻
1 word: inflation🤷🏻♂️
I disagree .. how is learning about an upcoming iPO not a good thing ?? Anthropic sounds like a great investment ..
@@buyerclub2 I lookiked into buying the pre-IPO but the need to show 1m in assests stopped me. any other ways to buy in without the assets?
Good for Intel. Competition to Nvidia is great!!! Intel should not lie down since all these technologies start with Intel. Having their own foundry maybe an advantage over Nvidia or not, only time will tell.
Nvidia will be using Intel to make their chips in about a year.
If Nvidia teamed up with Intel, they would utterly decimate the industry if they can cooperate together.
I love you
Sick time to buy the dip now
I love you so much
How do you look at the financial impact on intel loosing china market by 2027, the share went down 5% April 12, 2024
I would wait to see a benchmark between Intel, AMD and Nvidia to see which is the better solution. How many data centers are already Intel based? How many are AMD based? How many are Nvidia based? Who else is in the playing field? How can you get an unbiased benchmark between all the platforms out there? How much does it cost? What is the benefit to the 'regular' user?
I love you so much
Great questions that need to be answered for a thorough analysis.
I do think a chunk of AI workloads will shift from the cloud to the edge, but the big money is still the data center hardware and I'm not sure Gaudi 3 is good enough to take much market share from Blackwell. How much market share did Gaudi 2 get? For the networking piece, from what I've read it mostly comes down to whether you care more about bandwidth or latency. Infiniband is lower latancy, ethernet is higher bandwidth. You're not stuck with 1 or the other with Nvidia, you can use either. I do think both AMD and Intel will get some market share from Nvidia just because customers do want competition. They don't want to give Nvidia a monopoly where they can charge anything they want, but I think based on what's out now and what's on the roadmap for the near future Nvidia is going to continue to dominate. I own stock in both Nvidia and AMD, but not Intel.
On prem data processing, unlocking data, sounds bullish for Palantir.
Thank you
Cheers!
thank you for this video
My pleasure
this will change some things
GREAT
I still cautiously buy INTC. I just cant count them out.
Well they are at 37 today you can buy the 2000 shares I sold at 42. This video is weeks old not exactly fresh!
@@TomBTerrific 🤣
@@TomBTerrific
I loaded the boat today at $37 bought your 2000 shares plus another 4000 shares , thank you for selling cause I'm scrapping the bottom of the bowl to get more ! Intel will rule the world once again !
Intel has a better CPU microarchitecture than AMD, they just need their manufacturing node to catch up in terms of power efficiency. It seems like Intel has probably achieved that with Sierra Forest. In terms of absolute performance, Intel P-cores have a better AVX512 implementation that is 30 to 50% faster, clock for clock, than AMD's, and achieve higher IPC and higher clocks core for core.
In terms of GPU's, well, Intel is still a distant 3rd but it's entirely plausible and I'm even optimistic they could be the #2 supplier of GPU's and AI chips eventually.
And when it comes to the fabs side of things, they have been executing extremely well and the CEO keeps saying they will retake leadership from TSMC with Intel 18A. Intel wants to be the number#2 foundry by 2030. With all the companies out there designing their own AI chips, the world needs a cutting edge fab that can scale and I believe Intel will absolutely deliver here. Intel is playing both sides by designing their own AI chips and manufacturing them for others.
Intel is like NVIDIA, AMD and TSMC rolled into 1 company. Sure, they aren't necessarily #1 in all aspects, but I just don't see how this is a recipe for disaster.
0:15 I volunteer as tribute to deejay in an Intel fab
What is intel's CUDA？
So now what to do with Nvidia stock? Sell hold?
This is an Intel video.
Will this at all compete with Blackwell?
It competes with the H100 so it does technically compete against Blackwell too.
No. Because it will not scale like Blackwell does. Blackwell isn't what's important with its release. It's the gpu sync/bridge tech that allows all the gpus to communicate and work as 1 big gpu. Theoretically it could scale infinitely.
@@redsnow846 i think the main problem is blackwell sounds waay cooler
Not until either Intel supports Cuda or the industry frees itself from dependence on Cuda. The former won't happen, likely, and the latter will happen eventually, but not in the short term. The big opportunity for everyone is in inference, and this hardware, just like Cerebras' and most of Nvidia's, is dramatic overkill for inference. This is why Cerebras has partnered with Qualcomm for an inference solution (look it up). I can run inference on my M3 (or M2) MacBook just fine and for tremendously less $$$ and much, much lower power; the key is inference needs enough memory with enough memory bandwidth. An M3 MacBook has enough if you configure it properly. Few people understand this fact.
@briancase6180 python and other open source standards will catch up with CUDA. Nvidia themselves have Warp for going back and forth between the two. CUDA is important, but it isn't everything, and ultimately it isn't the main reason why everyone uses Nvidia. Performance is more important. A PC laptop with an Nvidia GPU leaves even an M3 in the dust with something like Stable Diffusion, performance does matter for inference.
Looking at that system board is the reason why I am glad I no longer work in a data center. I do hope Intel succeeds in the A.I hardware arms race. I am not a corporate slappy but Intel is good for computing in general. I use both AMD and Intel processors at home.
Not working for my stock 😭
People haven't realized yet.
If you can't get NVDA because everyone else is and this is a better TCO - how many companies will take a chance here?
I love you so much
And along comes tesla chips
Mobileye being owned by Intel, please make a deep dive video comparing latest Mobileye to latest Tesla FSD. Two of the most prominent self driving softwares currently out there…
H resembles Oppenheimer
And is it build on 10 nm chips?
Its all about the software.
Hit the like button 😊 and Join the Appreciation Club for how much time it took to cut this video for us!!
This guy has got personality, might be a fun guy to work for. The game show host of the chip industry !
Ha. "Game show host of the chip industry" is pretty spot on
INTC has driven the computing \ windows CPU \ transistor world we see today since the 286 days... This AI angle is just starting and INTC will be a player in the coming years... AMD knows this. NVIDA knows this. Both of these companies are gonna be major players but INTC has the history and HP to run the show again.
I can't keep up with these chip makers! Every 2 weeks someone has a new mega announcement! That said Gaudi is a terrible product name, because it sounds too much like the word "gaudy"..
Intel leader is charismatic in a weird way...but that is what is needed
Ah memories of WinTel. But on a serious note "A one person billion dollar company sounds like fun to work at, where can I go to get a job there?
As soon as you find out, tell me too 😅
are there reports from the field that this Gaudi 3 system is WORKING? It is one thing to make a massive parallel GPU, but until people benchmark it, use the software,. and report back that it has no massive flaws...it is all vapor ware
"Intel 13th & 14th Gen CPU's Stability In Gaming Is So Bad That Gamers Are Returning Their Chips In Droves. Being a victim of stability issues on Intel's 13th & 14th Gen CPUs myself, I would say that it isn't unexpected that gamers are fed up with Intel's latest parts." --found on the web. If Intel can not make a simple gamer PC, how can they suddenly be competent to make a 6 Chip Gaudi-3 GPU system
You answered yourself? Lol. Intel procs are just fine. I can say zero problems gaming for me. They already admitted it was the motherboard manufacturers turning off power throttling. Stop with the misinformation.
Results matter only.
So many fingerprints on the chips and wafers!
Intel Gaudi AI Chips vs Snapdragon X Elite AI Chips vs Apples Macbook M4 AI Chips vs AMD AI Chipset. Comparision Please.
Will they beat NVidia? No, I do not think so. I saw the complete presentation and he compared Gaudi with Grashopper (is better), but not with Blackwell for a good reason. But Gaudi 3 is a step in the right direction and from this on they can work forward. Will they get the top projects? I doubt it, the gap is too big. Only chance like for AMD is, that NVidia can´t cover everything, with this they will get market shares. They have a very good chance for small/medium projects, because from the prices they are competitive and not everyone needs cutting edge technology or can afford it.
I love you
It's like a sleeping giant is waking up with a strong US backing. I bought 200.
Erm... What is FP?
Floating point. It tells you how precise the math being done on the chip is. Higher is more precise but costs more compute
Intel seems to be in the game for the long run , they've been slacking for sometime now but they're plan to produce new chips in 4 yrs ?? this could be a sleeping Giant .
Everything starts from gaming
Intel is not going away...
Gelsingers Law 👍 Gordon would be proud.
INTC only down 7% since this announcement…awesome!
I wonder if it would have been more like 15% down if they didn’t announce shit.
I wonder if the market doesn't get it or if it doesn't believe them. I guess time will tell!
I would frame it like this. Intel was hamstrung by process nodes for years and still managed to keep up with the competition. What will happen when Intel leads in process node again? Gaudi3 faster than current best gen H100. Sure B100 is coming, but they are now fully in the game. H100 is not old and busted tech, its the current best there is. So if Intel is the best their is, even for a slice, thats massive.
great. But why is Intel 4% down today?
because they want me to become rich
6 billion US dollars to their competitor TSMC by the US govt.
All AI stocks are down atm, it’s because something stupid and I’m willing to bet by money they go up.. calls
buy the rumor sell the news.
2:15 lol WTF!!! He really let the cat out of the bag on this one. Probably means the NSA and CIA and FBI all have back doors into this chipset.
Is it me? Why do they have presentations with music for guys who can't dance? Didn't he notify them? 😅
😭
Stock is falling like hell. How come investors are not able to see this working and you are able to? What's something that you observed makes you believe the plan is working?
Everything is falling mostly on other macro conditions. Once the analysts recalculate the price target it will go up. Imo. We will see.
By the time Intel ships its Gaudi 3 chip, NVIDIA will already be shipping the much-faster BLACKWELL.
Very true!
Intel share price dropped faster after this announcement, maybe it is a buying opportunity?
I don't think the market understands how to price this news in yet. Or it's in "I'll believe it when I see it" mode
buy the rumor sell the news.
SO WHERE IS your thoughts and commentary???
Coming in a separate video! I always provide the supercuts separately so people can get JUST the data
Bank of America analysts didn't think it would get 1% of the AI chip market, but I think Microsoft could upend the market.
Holding NVDA & INTC.
They are just a bit better than Nvidia H100; this means Nvidia blackwell is way better than gaudi 3.
Maybe intel will have a better cost/benefit?
@@jaydubya9265 this could well be. But Nvidia doesn't have problems to sell their products at the price they want to. They have problems to produce as much as the customers want to buy.
I cashed in 80% of my NVDA. I'm thinking about putting it in INTC.
Intel has to be a buy at some point .....I'm thinking lower $$.
In 2017 I cashed out of INTC and rolled it all into NVDA. Best decision.
INTC has been nothing but disappointment when I dipped toe back in: cut dividend, constant disappointment, lack of innovation.
I wish you luck.
@@dinosaurdude5668 great move. I think INTC will make a come back. Someday
@@DrNoSpectre 10 years from now maybe
@@HermannTheGreat I do have the time horizon.
How does a corporation run by non-founders compete with Jensen Huang?
Will it also consume 4x the energy like current processors?😂
😭 I do think they're focusing more on power efficiency lately.
Intel has several advantages including being able to evolve faster because they aren't the middle man, Nvidia relys on TSMC to fabricate their chips. Intel is stepping up their game and can undercut competition
Intel is back :)
Stock market doesn't buy it
@@-_MR666_- It takes some time for this information to spread
No! Nvidia is a moving target! And it's a fast moving target at that!
Intel will rule the world once again !
Make your proper adjustments now while you can ! Thank me later
Hey tech people, I’m not a techie so my opinion only matters to me. For those in the know how much of what Intel is proposing in this presentation is embellishment. I’m not hear this is what we have achieved it’s more of a vision of what’s needed in the future.
Ah hah hah hah … good one!
Bloomberg Originals: America's Big Chipmaking Blunder
He lost me at the dancing...
Intel has failed to keep up with Nvidia on GPUs performance and efficiency and software stability for DECADES. Intel is also lagging heavily behind AMD in servers for years. Intel isn’t going to be able to cut it again this time as well. The CEO sounds tired and low energy. They should hire someone else!
@@250txc all facts.
I love you so much
Dont hold your breath on intel stock going above $50
I had to turn it off after he started to dance. Ick 00:12
I don’t blame you 😅
😁
Thanks Steve! (if you know, you know) 😂
Intel's presentations are the cringiest of the bunch
Kinda creepy...
Honestly I'm not sure who is this guy but he seems to be very stressed and unsure about whatever he is presenting. This body language says more than hundreds of analysis.
On the other hand, Intel has all the reasons to be worried and not really many tools to solve it. No idea if this will be enough for the new AI times, but it doesn't look like NVIDIA killer
Anyone got actual power figures cause you ain't getting any of this for 600W...lol
Do all these guys need to dance to look cool? I thought it was just Elon and I forgave him, as he is off his head.
No. They don't look cool at all. I think it's for comedy.
Thanks I will sell my Nvidia and buy Intel. Hope you are right/
Lying as always intel. The way he dances is so embarrassing. As soon as it's on the market, it turns out to be just a bunch of crap.
Always years behind and spread itself too thin. Keep outsourcing to TSMC while failing to deliver it's promise. :) GJ
Realistically, forexample AMD will struggle to achieve parity let alone surpass Nvidia given their massive head start. Nvidia invests a lot in CUDA development and ecosystem expansion annually. So its not just hardware its also software side, and Nvidia improves them both. So it loos like the monopoly will continue. Nvidia is New Nvidia.
Nvidia $5 Trillion 2025 / 2026. 1-2 years???
Losing eight billion doesn’t feel like much is working for Intel.
Price of building the infrastructure.
People didn't get that headline. That was an already reported cost from last year, just broken out so people understand the new accounting of breaking out data center and products. Intel didn't lose $8B.
Nvidia killer. That’s laughable. They got a ways to go to even get close to Nvidia. Not to mention the software that Nvidia makes.
Facts, everyone is simply playing catch up to nvdias hardware while nvdia is actually an AI platform.
So everyone will have all the hardware but won't have the software while nvdia about ready to become infrastructure like the internet did...the biggest companies are partnering up to compete with nvdia all while also being partnered with nvdia or tied to nvdia somehow.....Nvdia is basically next generation internet as a business and we've never seen a company with this much impact before.
I will tell you what software - proprietary software.
Pat Gelsinger from Intel is so awkward to watch...
13:20 Lunar lake introduction - total BS, Intel is lagging, not competition, competition/AMD will have 2nd processor line when intel has first Lunarlake out.
i sold my NVDA last monday. no regrets.
Lol
Regret is only a long term result. It’s normal that you think you did a good short term decision 😉
Bad choice if ur not a short term trader. We'll see
BOO! Compair it to BLACKWELL! NVID
Yeah made in Taiwan and really expensive. Nvidia will be making chips in the US within a year on Intel foundry. Taiwan might be Chinese by then.
Pff Ai on desktop wont be usable before 2-3 years, I'll rather buy a new cpu or graphic card then. AI now locally is almost useless. Give me raw compute instead, oh wait somehow thats not the main focus anymore even though thats the core strength of Intel. No wonder the stock is terrible, who excactly is impressed by this? A normal graphic card is multiple times better at AI than these new cpus. Who is the target customer for these products? Not gamers, not laptop customers since AMD offers way more compute power and igpu. It only adds cost to an already overpriced manufacturer process. TSMC is way cheaper than Intel fabs so I dont see the objective reasoning for the AI focus this early on.
Hire a different spokesperson for Intel.
This guy Pat can’t do it.
Nobody trusts him ..
Too many hand and body movements…
Send him home
His voice / presentation of numbers feels like “blah blah”.
Congress needs to stop the billions of dollars of US taxpayer money going to Taiwan's TSMC. It is really disgusting to be giving billions to a direct competitor of Intel on US soil. Can you imagine Taiwan's govt. giving Intel 6 billion dollars to compete against TSMC on Taiwanese soil? The chips act was meant to give US companies a way to compete and win against companies like TSMC. Who will we fund next a Chinese car company on US soil?
Well they want the best. TSMC is the best, as long as Intel can not compete, for securing supply it makes sense. They are still investing big in intel anyway.
I prefer Taiwan over Ukraine
@georgiaguardian4696 Stupid AI generated comment.
Intel is not going anywhere whether you like it or not .. they been here since we learned computer. They have the money, they have a support they need by the US gov.. they just need to step up and use their resources to stay in game. I’m living is silicon valley and seeing intel here are still big dog company. They hiring, awesome building and building more site
They are. Not sure if you missed the new machines they are buying from ASML.
So nvidia monopoly is broken?
It’s up to par with H100, not Blackwell. But technically yes-ish
@@jaxx4040 thanks! did he say intel or tsmc made those chips inside? i know intel does contract a lot of high end cpu to tsmc. glad to see intel doing something for real, this ceo walks the walk .
@@grantguy8933 Intel Fabs their own chips, they control their entire process so to speak.
Pat's presentation just doesn't look exciting or impressive. It's just plain boring.
Hater
@camronrubin8599 what part of his presentation was exciting? I did not see any training model, no robot demo, Pat is not even funny. The whole thing was just plain boring. Intel is not leading in anything. They are barely beating AMD. But that will change when AMD releases their next generation processors. Also, how is Intel making chips for other companies when they themselves are outsourcing to TSMC? This just shows chip designers that Intels fab is 2nd to TSMC. Pat is like, hey I'll trick the investors for 3 more years and then I am retiring.
Jensen is exciting? 😂
You want excitement, or product information?
@@Jnoel608how about just compelling? That would be nice!
lol apple will never beat them
WTF is he talking about?
‘Proprietary crap’ this guy is blabbering nonsense without even understanding what it is ! Good luck Intel !