Intel CEO on NVIDIA CPUs: They Are Responding to Us

[AleksandarK]

NVIDIA has recently announced the company's first standalone Grace CPU that will come out as a product in 2023. NVIDIA has designed Grace on Arm ISA, likely ARM v9, to represent a new way that data centers are built and deliver a whole new level of HPC and AI performance. However, the CPU competition in a data center space is considered one of the hardest markets to enter. Usually, the market is a duopoly between Intel and AMD, which supply x86 processors to server vendors. In the past few years, there have been few Arm CPUs that managed to enter the data canter space, however, NVIDIA is aiming to deliver much more performance and grab a bigger piece of the market.

As a self-proclaimed leader in AI, Intel is facing hard competition from NVIDIA in the coming years. In an interview with Fortune, Intel's new CEO Pat Gelsinger has talked about NVIDIA and how the company sees the competition between the two. Mr. Gelsinger is claiming that Intel is a leader in CPUs that feature AI acceleration built in the chip and that they are not playing defense, but rather offense against NVIDIA. You can check out the whole quote from the interview below.

We announced our Ice Lake [server processors] last week with an extraordinarily positive response. And in Ice Lake, we have extraordinary expansions in the A.I. capabilities. [Nvidia is] responding to us. It's not us responding to them. Clearly this idea of CPUs that are A.I.-enhanced is the domain where Intel is a dramatic leader.

We also have, with our Habana product line [a specialized A.I. chipmaker Intel bought in 2019], unquestionably laid out a very aggressive path and our cloud partnership with Amazon is a great demonstration of that. So clearly, I'd say the idea of CPUs is Intel's provenance. We're now building A.I. into that and we expect this to be an area where we are on the offense, not the defense going forward.

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[kayjay010101]

Don't Flatter Yourself, Intel.

 

[R0H1T]

You'd better pray they don't acquire ARM Pat

 

[john_]

Intel CEO on NVIDIA CPUs: They Are Responding to Us​

Yes, with a hammer

 

[Vya Domus]

First of all, when will they stop saying they're "leaders in AI", yes some of the systems that are used for AI incorporate their products (partially because they have to) but that doesn't mean their products are actually used for ML. It's like saying you're the leader in high performance cars but you only make the infotainment system of the car. Secondly, AI acceleration built in CPUs isn't that important, especially in datacenters where you likely have access to dedicated cards for that anyway.

In other words they're still completely disconnected from the realities of these industries.

 

[TriCyclops]

Oh please, Intel....don't make me die from laughter.

 

[medi01]

OMG, NV has rolled out ARM CPU, x86 is in danger... Oh, and they are likely talking about GPUs...

Another day, another misleading (pro typical suspects) article on TPU, #nothingtoseehere

 

[qubit]

I like the way that even the Intel CEO in a formal communication can't write NVIDIA properly in all caps. He does the "Nvidia" thing that almost everyone else does, bless.

 

[ExcuseMeWtf]

OMG, NV has rolled out ARM CPU, x86 is in danger... Oh, and they are likely talking about GPUs...

Another day, another misleading (pro typical suspects) article on TPU, #nothingtoseehere

Don't shoot the messenger lmao.

 

[john_]

I like the way that even the Intel CEO in a formal communication can't write NVIDIA properly in all caps. He does the "Nvidia" thing that almost everyone else does, bless.

When you are old, you will either write NVidia, or Nvidia.



Edit: wright? Really? Oh how much I like killing the English language...

 

[Vayra86]

So, Pat's really a senile old geezer, apparently.

Looks can be deceiving, but most often they're really not.

When you are old, you will either wright NVidia, or Nvidia.

Nvidea is how people roll over here in NL. Nivea comes to mind.

I like the way that even the Intel CEO in a formal communication can't write NVIDIA properly in all caps. He does the "Nvidia" thing that almost everyone else does, bless.

Only 13 year olds and those who market for them write in all caps.

I'm not playing that game Its no coincidence CEO Is also in all caps. They are attention seekers after all.

 

[LTUGamer]

Yeah, Ice Lake have "extraordinarily positive response"

 

[qubit]

When you are old, you will either wright NVidia, or Nvidia.

lol, I'm too much of a perfectionist and OCD (CDO?) to ever do that. And while I'm not old, I'm not too young now either, lol.

Only 13 year olds and those who market for them write in all caps.

I'm not playing that game Its no coincidence CEO Is also in all caps. They are attention seekers after all.

All caps is how NVIDIA write it, so we must do the same. Think how stupid writing Amd would look.

 

[1d10t]

Is Intel Xe-HPC in production already? If not try beat AMD for that slice of the pie.

Yeah, Ice Lake have "extraordinarily positive response"

From 911 and firefighters.

 

[Bones]

Intel:
"They are responding to us".


Nvidia's actual response to Intel:

 

[medi01]

the messenger

The messenger should have figured out that it was not about CPUs... at all.

 

[Bubster]

Wrong Intel, They are not responding to you , Both Nvidia (Ngreedia) and AMD are beating you...and you sir will take it...until you start to make better stuff again.

 

[zlobby]

Ahahaha! Now intel are picking on nvidia about ARM CPUs? How the 'mighty' have fallen!

 

[Proedros]

When you are old, you will either write NVidia, or Nvidia.



Edit: wright? Really? Oh how much I like killing the English language...

Maybe I am older. When nVIDIA first came out, this is how we wrote it down. (no www back then only BBS)

PS a liitle history about nVIDIAs logo and name.

The name Nvidia consists of two parts: "next version" and "invidia" envy in Latin. Envy, in turn, is associated with the evil eye, which sounds like invaders in Latin. This word means look with hostility. If you trace the complex associative chain, you can understand why the eye is depicted on its logo and how it happened that it survived after a single redesign.
Source: logos-world

 

[Sara bnt yazn]

Never laugh, as this competition is in our favor in the diversity of products, but the fear is that Nvidia will monopolize processors with its cards, but will we see a processor with a PCI-E port

 

[ZoneDymo]

come on Pat...you were suppose to be the engineer that brings change....dont do this...

 

[Deleted member 205776]

Get off that pedestal lol. You've been sleeping before Zen came out and NVIDIA at least always produced something new.

 

[Steevo]

They aren't going to let their head smoke and mirror spin Dr. Raj take a shot at this PR spin move? I'm surprised he isn't holding a piece of silicon with a headline like "Intel has more power in this than Nvidia has in their whole oven" Or "We will give you this Siliconcarne delight with special execution sauce to improve the numbers over 9000"


Intel has a broken fab, no new node to rely on, architecture that is slower than AMD, and uses more power, and smoke and mirrors for a functional GPU/accelerator of anything. Nvidia has dominated the high performance compute market for years and Intel has provided the networking or storage subsystem hardware. AMD is finally competitive but lacks fab allotment and the funds to make a huge move in high performance GPU compute. This is smokier than a April 20th at 4:20 at snoop dogs pad.

 

[InVasMani]

I like the way that even the Intel CEO in a formal communication can't write NVIDIA properly in all caps. He does the "Nvidia" thing that almost everyone else does, bless.

You complain at that sleight yet misspell intel properly.

 

[watzupken]

come on Pat...you were suppose to be the engineer that brings change....dont do this...

I think the new CEO is doing damage control via marketing at this point. Nothing much he can do since the product development are already in flight before he joined. Having said that, I would have preferred Intel keep their heads down for now and focus on bringing on more competitive products. While they still have a massive lead in terms of market share over AMD and ARM, the double A team is slowly but surely chipping away at their share. The problem is AMD offers more bang for buck for their enterprise/ professional segment with more cores, while ARM is deadly when it comes to power efficiency. At this point, Intel is nowhere here or there.