Intel CFO Talks 7nm, 5nm Futures; AMD’s Growing Datacenter Market Share

By Doug Black

March 5, 2020

By its own admission, Intel’s process technology will remain a laggard for nearly two more years, not producing a 7nm CPU until late 2021, but the company expects to reestablish its process lead with a 5nm node at a later, unannounced date.

That’s the message from Intel CFO George Davis, interviewed this week during the Morgan Stanley TMT Analyst Conference, whose remarks left the impression of a company working hard to catch up with AMD, which launched its 7nm Epyc Rome server chip last summer.

George Davis

Referring to its 10nm Ice Lake processor, Davis had these candid comments: “It’s important that we’re continuing to see yield improvements over the time period. But as we said back at our analyst day in May of 2019, look, this just isn’t going to be the best node that Intel has ever had. It’s going to be less productive than 14(nm), less productive than 22(nm). But we’re excited about the improvements that we’re seeing. And we expect to start the 7 nanometer period with a much better profile of performance over that starting at the end of 2021.”

He added that Intel is speeding up its product roadmap due to competitive pressures.

“I wanted to be clear what was happening during the 10 nanometer generation,” Davis said. “The fact is…, it isn’t going to be as strong a node as people would expect from 14(nm)  or what they’ll see in 7(nm). Also, we were at a time when, in order to regain process leadership, we had to accelerate the overlap between 10 and then 7 and 5. And so the cost that you’re absorbing starting particularly in 2021, you’ve got this intersection of a performance of 10, the investment in 7 and we’re also willing to start an investment in 5, all of those elements just combined.”

TSMC, the Taiwan-based semiconductor foundry supplier to AMD, began building a 3nm fab last year that’s expected to be in production in 2023, but whether its 3nm chip will be of the rough equivalent density of Intel’s 5nm is not yet known. In any case, AMD is taking datacenter server processor market share from Intel, which Davis conceded is happening and gathering strength.

“We’ve said we expect to see stronger competitive dynamics in the second half of this year,” he said. “But we actually thought we would see some of that a little bit sooner. What we’ve seen is, again, very strong demand for our leading-edge products and not only because many of those products are customized for specific workloads. Our AI capability is particularly strong. And so we do expect there to continue to be strong demand for our products throughout this period. But we do see rising competition, we’ve planned for that, as we talked about in our forecasts, there will be share impacts that we’ll have to absorb. And then as we look at our product roadmap over time, we think we start to present an even more compelling competitive position as we go into 7 and 5.”

Davis also shared general thoughts on the burgeoning AI market, which he expects to reach $25 billion in 2024. He said the company currently has about $4 billion in AI-related revenue, more than half from “our big Xeon processors,” along with sales of Mobileye, Intel’s vision-based  technology for autonomous vehicles developed by the company’s Israel-based subsidiary, and various ASICs and FPGA accelerators.

“We believe it’s really early days for AI and there’s not going to be one technology that is the winner,” he said. “And in fact, the proliferation of AI workloads is growing fairly rapidly. What we’ve seen is in order to engage with customers effectively, not only do you have to have the traditional ways that people think about CPU and GPU as kind of the foundational technologies, but we’re seeing…the ASIC strategy, where you can basically have a programmable ASICs focused on delivering either inference-type solutions or training solutions, but in a way that gives the customer more control over how they approach that.”

Another source of pressure on Intel is delivery in 2021 of the Aurora exascale supercomputer to Argonne National Lab, a system that will incorporate Intel’s 10nm++ Sapphire Rapids CPUs (which succeed Ice Lake) and 7nm Xe GPUs. How delivery of Aurora could be impacted by Intel’s roadmap delays and missed deadlines is not known, but Intel did not ship an earlier, pre-exascale version of Aurora.

Davis’s comments come during a period of significant change at Intel, including turnover in its senior management team that began in June 2018 with the firing of former CEO Brian Krzanich, coinciding with AMD’s re-emergence as a potent price/performance foe. We reported last week on the departure of Naveen Rao, corporate VP/GM of Intel’s AI Platforms Group. In January, it was learned that AMD had hired Daniel McNamara, formerly Intel’s president and GM of the Network and Custom Logic Group, to be SVP/GM of AMD’s Server Business Unit. And last November, we reported on the retirement of Rajeeb Hazra, corporate VP of Intel’s Datacenter Group and GM for the Enterprise and Government Group.

Subscribe to HPCwire's Weekly Update!

Be the most informed person in the room! Stay ahead of the tech trends with industy updates delivered to you every week!

University of Chicago Researchers Generate First Computational Model of Entire SARS-CoV-2 Virus

January 15, 2021

Over the course of the last year, many detailed computational models of SARS-CoV-2 have been produced with the help of supercomputers, but those models have largely focused on critical elements of the virus, such as its Read more…

By Oliver Peckham

Pat Gelsinger Returns to Intel as CEO

January 14, 2021

The Intel board of directors has appointed a new CEO. Intel alum Pat Gelsinger is leaving his post as CEO of VMware to rejoin the company that he parted ways with 11 years ago. Gelsinger will succeed Bob Swan, who will remain CEO until Feb. 15. Gelsinger previously spent 30 years... Read more…

By Tiffany Trader

Roar Supercomputer to Support Naval Aircraft Research

January 14, 2021

One might not think “aircraft” when picturing the U.S. Navy, but the military branch actually has thousands of aircraft currently in service – and now, supercomputing will help future naval aircraft operate faster, Read more…

By Staff report

DOE and NOAA Extend Computing Partnership, Plan for New Supercomputer

January 14, 2021

The National Climate-Computing Research Center (NCRC), hosted by Oak Ridge National Laboratory (ORNL), has been supporting the climate research of the National Oceanic and Atmospheric Administration (NOAA) for the last 1 Read more…

By Oliver Peckham

Using Micro-Combs, Researchers Demonstrate World’s Fastest Optical Neuromorphic Processor for AI

January 13, 2021

Neuromorphic computing, which uses chips that mimic the behavior of the human brain using virtual “neurons,” is growing in popularity thanks to high-profile efforts from Intel and others. Now, a team of researchers l Read more…

By Oliver Peckham

AWS Solution Channel

Now Available – Amazon EC2 C6gn Instances with 100 Gbps Networking

Amazon EC2 C6gn instances powered by AWS Graviton2 processors are now available!

Compared to C6g instances, this new instance type provides 4x higher network bandwidth, 4x higher packet processing performance, and 2x higher EBS bandwidth. Read more…

Intel® HPC + AI Pavilion

Intel Keynote Address

Intel is the foundation of HPC – from the workstation to the cloud to the backbone of the Top500. At SC20, Intel’s Trish Damkroger, VP and GM of high performance computing, addresses the audience to show how Intel and its partners are building the future of HPC today, through hardware and software technologies that accelerate the broad deployment of advanced HPC systems. Read more…

Honing In on AI, US Launches National Artificial Intelligence Initiative Office

January 13, 2021

To drive American leadership in the field of AI into the future, the National Artificial Intelligence Initiative Office has been launched by the White House Office of Science and Technology Policy (OSTP). The new agen Read more…

By Todd R. Weiss

Pat Gelsinger Returns to Intel as CEO

January 14, 2021

The Intel board of directors has appointed a new CEO. Intel alum Pat Gelsinger is leaving his post as CEO of VMware to rejoin the company that he parted ways with 11 years ago. Gelsinger will succeed Bob Swan, who will remain CEO until Feb. 15. Gelsinger previously spent 30 years... Read more…

By Tiffany Trader

Julia Update: Adoption Keeps Climbing; Is It a Python Challenger?

January 13, 2021

The rapid adoption of Julia, the open source, high level programing language with roots at MIT, shows no sign of slowing according to data from Julialang.org. I Read more…

By John Russell

Intel ‘Ice Lake’ Server Chips in Production, Set for Volume Ramp This Quarter

January 12, 2021

Intel Corp. used this week’s virtual CES 2021 event to reassert its dominance of the datacenter with the formal roll out of its next-generation server chip, the 10nm Xeon Scalable processor that targets AI and HPC workloads. The third-generation “Ice Lake” family... Read more…

By George Leopold

Researchers Say It Won’t Be Possible to Control Superintelligent AI

January 11, 2021

Worries about out-of-control AI aren’t new. Many prominent figures have suggested caution when unleashing AI. One quote that keeps cropping up is (roughly) th Read more…

By John Russell

AMD Files Patent on New GPU Chiplet Approach

January 5, 2021

Advanced Micro Devices is accelerating the GPU chiplet race with the release of a U.S. patent application for a device that incorporates high-bandwidth intercon Read more…

By George Leopold

Programming the Soon-to-Be World’s Fastest Supercomputer, Frontier

January 5, 2021

What’s it like designing an app for the world’s fastest supercomputer, set to come online in the United States in 2021? The University of Delaware’s Sunita Chandrasekaran is leading an elite international team in just that task. Chandrasekaran, assistant professor of computer and information sciences, recently was named... Read more…

By Tracey Bryant

Intel Touts Optane Performance, Teases Next-gen “Crow Pass”

January 5, 2021

Competition to leverage new memory and storage hardware with new or improved software to create better storage/memory schemes has steadily gathered steam during Read more…

By John Russell

Farewell 2020: Bleak, Yes. But a Lot of Good Happened Too

December 30, 2020

Here on the cusp of the new year, the catchphrase ‘2020 hindsight’ has a distinctly different feel. Good riddance, yes. But also proof of science’s power Read more…

By John Russell

Esperanto Unveils ML Chip with Nearly 1,100 RISC-V Cores

December 8, 2020

At the RISC-V Summit today, Art Swift, CEO of Esperanto Technologies, announced a new, RISC-V based chip aimed at machine learning and containing nearly 1,100 low-power cores based on the open-source RISC-V architecture. Esperanto Technologies, headquartered in... Read more…

By Oliver Peckham

Azure Scaled to Record 86,400 Cores for Molecular Dynamics

November 20, 2020

A new record for HPC scaling on the public cloud has been achieved on Microsoft Azure. Led by Dr. Jer-Ming Chia, the cloud provider partnered with the Beckman I Read more…

By Oliver Peckham

NICS Unleashes ‘Kraken’ Supercomputer

April 4, 2008

A Cray XT4 supercomputer, dubbed Kraken, is scheduled to come online in mid-summer at the National Institute for Computational Sciences (NICS). The soon-to-be petascale system, and the resulting NICS organization, are the result of an NSF Track II award of $65 million to the University of Tennessee and its partners to provide next-generation supercomputing for the nation's science community. Read more…

Is the Nvidia A100 GPU Performance Worth a Hardware Upgrade?

October 16, 2020

Over the last decade, accelerators have seen an increasing rate of adoption in high-performance computing (HPC) platforms, and in the June 2020 Top500 list, eig Read more…

By Hartwig Anzt, Ahmad Abdelfattah and Jack Dongarra

Aurora’s Troubles Move Frontier into Pole Exascale Position

October 1, 2020

Intel’s 7nm node delay has raised questions about the status of the Aurora supercomputer that was scheduled to be stood up at Argonne National Laboratory next year. Aurora was in the running to be the United States’ first exascale supercomputer although it was on a contemporaneous timeline with... Read more…

By Tiffany Trader

Google Hires Longtime Intel Exec Bill Magro to Lead HPC Strategy

September 18, 2020

In a sign of the times, another prominent HPCer has made a move to a hyperscaler. Longtime Intel executive Bill Magro joined Google as chief technologist for hi Read more…

By Tiffany Trader

Julia Update: Adoption Keeps Climbing; Is It a Python Challenger?

January 13, 2021

The rapid adoption of Julia, the open source, high level programing language with roots at MIT, shows no sign of slowing according to data from Julialang.org. I Read more…

By John Russell

10nm, 7nm, 5nm…. Should the Chip Nanometer Metric Be Replaced?

June 1, 2020

The biggest cool factor in server chips is the nanometer. AMD beating Intel to a CPU built on a 7nm process node* – with 5nm and 3nm on the way – has been i Read more…

By Doug Black

Leading Solution Providers

Contributors

Programming the Soon-to-Be World’s Fastest Supercomputer, Frontier

January 5, 2021

What’s it like designing an app for the world’s fastest supercomputer, set to come online in the United States in 2021? The University of Delaware’s Sunita Chandrasekaran is leading an elite international team in just that task. Chandrasekaran, assistant professor of computer and information sciences, recently was named... Read more…

By Tracey Bryant

Top500: Fugaku Keeps Crown, Nvidia’s Selene Climbs to #5

November 16, 2020

With the publication of the 56th Top500 list today from SC20's virtual proceedings, Japan's Fugaku supercomputer – now fully deployed – notches another win, Read more…

By Tiffany Trader

European Commission Declares €8 Billion Investment in Supercomputing

September 18, 2020

Just under two years ago, the European Commission formalized the EuroHPC Joint Undertaking (JU): a concerted HPC effort (comprising 32 participating states at c Read more…

By Oliver Peckham

Texas A&M Announces Flagship ‘Grace’ Supercomputer

November 9, 2020

Texas A&M University has announced its next flagship system: Grace. The new supercomputer, named for legendary programming pioneer Grace Hopper, is replacing the Ada system (itself named for mathematician Ada Lovelace) as the primary workhorse for Texas A&M’s High Performance Research Computing (HPRC). Read more…

By Oliver Peckham

At Oak Ridge, ‘End of Life’ Sometimes Isn’t

October 31, 2020

Sometimes, the old dog actually does go live on a farm. HPC systems are often cursed with short lifespans, as they are continually supplanted by the latest and Read more…

By Oliver Peckham

Nvidia and EuroHPC Team for Four Supercomputers, Including Massive ‘Leonardo’ System

October 15, 2020

The EuroHPC Joint Undertaking (JU) serves as Europe’s concerted supercomputing play, currently comprising 32 member states and billions of euros in funding. I Read more…

By Oliver Peckham

Gordon Bell Special Prize Goes to Massive SARS-CoV-2 Simulations

November 19, 2020

2020 has proven a harrowing year – but it has produced remarkable heroes. To that end, this year, the Association for Computing Machinery (ACM) introduced the Read more…

By Oliver Peckham

Nvidia-Arm Deal a Boon for RISC-V?

October 26, 2020

The $40 billion blockbuster acquisition deal that will bring chipmaker Arm into the Nvidia corporate family could provide a boost for the competing RISC-V architecture. As regulators in the U.S., China and the European Union begin scrutinizing the impact of the blockbuster deal on semiconductor industry competition and innovation, the deal has at the very least... Read more…

By George Leopold

  • arrow
  • Click Here for More Headlines
  • arrow
Do NOT follow this link or you will be banned from the site!
Share This