Intel's Crazy Plan for AI Chips IS WORKING! (Supercut)

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  • เผยแพร่เมื่อ 11 พ.ค. 2024
  • Highlights from the #intel Foundry Direct Connect keynote presentation, featuring Sam Altman from #openai as well as the CEOs of Microsoft ( #msft stock ) and ARM ( ARM stock ). Highlights include Intel's new 14A chips, major architecture changes for the era of generative AI kicked off by #chatgpt and now #sora as well as partnerships with Microsoft, ARM, and OpenAI, and much more.
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    Timestamps for this Intel Supercut:
    00:00 Intel & OpenAI on AI Chips
    02:25 Introducing Intel Foundry
    06:22 Intel & Microsoft Partnership
    07:26 Intel 14A Announcement
    10:35 The New AI Chip War
    12:41 Intel vs Taiwan Semi (TSMC)
    18:25 Intel's Plan for AI Chips
    22:43 Intel & Arm Partnership
    Resources & References:
    » @Intel Foundry Direct Connect Keynote: • Intel Foundry Direct C...
    » Sam Altman and 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!
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ความคิดเห็น • 453

  • @TickerSymbolYOU
    @TickerSymbolYOU  2 หลายเดือนก่อน +175

    No sponsors, no links. Just the latest news on Intel in 1/3 the time.

    • @pensinseo7745
      @pensinseo7745 2 หลายเดือนก่อน +4

      The hero we need, thanks a lot

    • @sub.matter1410
      @sub.matter1410 2 หลายเดือนก่อน

      Amazing! Thank you very much 😊

    • @OABIRV
      @OABIRV 2 หลายเดือนก่อน +1

      Rent? Intel?

    • @archvaldor
      @archvaldor 2 หลายเดือนก่อน +3

      Really appreciate you uploading the primary sources.The mainstream media never does this. That aside I would like to see your summary of the subject as I'm simply not smart enough to catch everything important here.

    • @japanstation1
      @japanstation1 2 หลายเดือนก่อน

      Thank you for the cut. Interesting updates.

  • @xCheddarB0b42x
    @xCheddarB0b42x 2 หลายเดือนก่อน +77

    You did us a great service by editing and curating this high level briefing.
    Thank you.

  • @powermorning
    @powermorning 2 หลายเดือนก่อน +137

    As an ex employee of TSMC, i think we really have to take Intel's narrative with reservation. Speaking not out of pride or any emotion... There's a saying, when a customer asks TSMC to jump, TSMC will ask, "how high?" Intel on the other hand will say, "why?"

    • @mrjonkykong4653
      @mrjonkykong4653 2 หลายเดือนก่อน +21

      Until TSMC has a plant in the US, it's at a deficit

    • @palikariena7292
      @palikariena7292 2 หลายเดือนก่อน +17

      that was true when the founders left/died/retired and they left it in the hands of O. and the bean counters. However, this guy Gelsinger is an engineer and was ALMOSt given the reigns. he should be able to do the job

    • @profounddamas
      @profounddamas 2 หลายเดือนก่อน +5

      @@palikariena7292To me promises means zero, just like politician promises. Remember those Intel promises for 14nm++++++++++++++++++++++++++++++++++++ nodes?

    • @billmarshall3763
      @billmarshall3763 2 หลายเดือนก่อน +1

      They haven't even started their foundry, there are already sayings about it?

    • @ronborkowski1721
      @ronborkowski1721 2 หลายเดือนก่อน +6

      I was going to point out US manufacturing until I saw this. TSMC's new 5-nanometer chip fabrication plant in northern Phoenix, Arizona: Construction began in September 2021 and is expected to be completed in the first half of 2025

  • @shahinrab
    @shahinrab 2 หลายเดือนก่อน +11

    Pat says: "Moore's law is not dead". Please take this with a huge grain of salt. I switched my PhD from electronics (chip design) to computer graphics in 2007 because I was fearing in about 18-20 years my knowledge would expire as the transistors would fall below nanometer, where the classic physics stops working and the behavior of the circuit is heavily governed by Quantum Mechanics; and boy am I not happy making that choice :)
    The Moore's law does not say it is impossible to go down to the Agnstrum scale (as these displayed wafers are claimed to achieve); Instead the law says something about the *rate* of transistor shrinkage. This is the main factor that determines the price of a chip: If you put X amount of dollars in reducing the transistor width, and it takes Y amount of time to design it with Z number of labour, you would expect a very predictable return of investment from 1960s to 2010s. But now, you need to *increase* all X, Y, and Z to achieve the same results, and you need to keep scaling up the X, Y, Z as the transistors get smaller and smaller, because it becomes exponentially harder to do so below nanometer.
    ^^ This means for the same price, you cannot buy faster chips, while this has been the case in the period (~60 years) where Moore's law has held true.
    So unless there is government subsidiary (which seems to be the case going for Intel right now), your chips wont see the light of the day, because nobody wants more expensive chips.
    The alternative is what Nvidia has been trying to push for, i.e. accelerated computing. This means the speed does not necessarily come from the transistor density on a chip, rather it comes from more sophisticated architecture + a paradigm shift in the computational model (e.g. GPU parallel computing). They have been using AI to help design the architecture since 4 years ago; because the design has become so complex that manual engineering cannot simply achieve that level of sophistication.
    So long story short, it seems faster computational models are going to less rely on the chip manufacturing technologies (TSMC or Intel, does not matter), and more rely on smarter high level designs (ARM / Nvidia / AMD).
    Of course there will always be money for grab for Intel because somebody still has to print those wafers. And because of the geopolitical sensitivity of TSMC, this will be a great opportunity for Intel to make a comeback. But I feel weird watching Pat making dad's jokes and show *cool* photos of the employees high-fiving. It feels like a novice salesman acting desperately to be cool, instead of being precise and analytical. I expect Pat to talk about the big picture, something we do not see, instead of taking a family photo with his wafers.
    Disclaimer: I am a share holder of Intel and Nvidia. So I am optimistic generally speaking about Intel, but with this kind of presentation, not very excited.

    • @ElectricityTaster
      @ElectricityTaster หลายเดือนก่อน +1

      As someone who has been using a FX6300 since 2015 and a 1050ti since 2017, the price of CPUs and GPUs is incredibly cheap if you do it per year of operation (cheaper than Netflix). Consumers don't want more expensive chips, but it they wear our sooner because they are so small, It could subsidize lower prices due to increased demand.
      But is it true that below nanometer chips wear out significantly faster?

    • @kingkura
      @kingkura หลายเดือนก่อน

      Agreed.

    • @vsanden
      @vsanden 11 วันที่ผ่านมา

      Didn't you think you could do something after working for 20 years and reeducate yourself? Or already delivered the higher value and earn enough that money was not important anymore? I like your vision and idea but think it's somehow wise, but also somehow strange to do this. Having this said, I had the same considerations when studying and thinking about the future but I still had to say this :-)

    • @shahinrab
      @shahinrab 11 วันที่ผ่านมา

      @@vsanden First, thanks for reading my lengthy comment. Second, I am not sure if I completely grasped what you mean by reeducating myself or delivering higher value.

    • @randyphay5884
      @randyphay5884 10 วันที่ผ่านมา

      Nothing is more powerful and faster than our Google Sycamore processor.

  • @morphos2
    @morphos2 2 หลายเดือนก่อน +40

    Another funny moment in the video (22:43): the announcement of the partnership with "arm", Intel's historic arch-rival. The openness to this partnership demonstrates Pat Gelsinger's maturity as Intel's CEO. 👏🏻👏🏻👏🏻

    • @BedeMeredith
      @BedeMeredith 2 หลายเดือนก่อน +2

      they need the new instruction set to be standardized to prevent divergence and reduce and hamper arms gainz. or arm could win if something they do is fundamentally better and intels.

    • @jitx2797
      @jitx2797 2 หลายเดือนก่อน

      Will arm lower the cloud cost??? 4€ is too much for me 😢

    • @marcos14223
      @marcos14223 2 หลายเดือนก่อน

      @@BedeMeredith AMD and INTC both have ARM license, they could if they want modify the arch or design something new using ARM instructions...

    • @morphos2
      @morphos2 2 หลายเดือนก่อน

      @micro-organism-pv5gd I’m an investor in Intel and in IonQ, so perhaps what you’re saying interests me… but I don’t think I understand what you’re saying.

    • @lilmayhem10
      @lilmayhem10 2 หลายเดือนก่อน

      @micro-organism-pv5gd what do you mean by that 🤔

  • @dimitristripakis7364
    @dimitristripakis7364 2 หลายเดือนก่อน +18

    FINALLY I found a stock's channel that educates. Wonderful job, much needed, subscribed and thanks.

    • @DihelsonMendonca
      @DihelsonMendonca 2 หลายเดือนก่อน

      Do you know the channel "Anastasia on tech" ? Amazing too. ❤

    • @innosanto
      @innosanto หลายเดือนก่อน

      Geia sou re Dimitri

    • @dimitristripakis7364
      @dimitristripakis7364 หลายเดือนก่อน

      @@innosanto Γεια σου φίλε!

  • @Joshologic
    @Joshologic 2 หลายเดือนก่อน +35

    that partnership with ARM is MAJOR. cannot be understated how big that is

    • @250txc
      @250txc 2 หลายเดือนก่อน

      Right along with OpenAI...

    • @rosomak8244
      @rosomak8244 2 หลายเดือนก่อน +1

      @@250txc Yes. As usual they will run OpenAI in to the ground.

    • @250txc
      @250txc 2 หลายเดือนก่อน +1

      @@rosomak8244 Who is 'they'?

    • @typingcat
      @typingcat 2 หลายเดือนก่อน +1

      @@250txcThe Juice.

    • @jasonbuksh2958
      @jasonbuksh2958 2 หลายเดือนก่อน

      …. Not done out of choice - they will still screw it up

  • @Joshologic
    @Joshologic 2 หลายเดือนก่อน +36

    you can tell Pat treats Intel like his baby, he wants it to succeed so bad. All CEOs are on the front lines, but only a few really enjoy it. Whether or not it will is up to his team, but I see the passion for sure

    • @Ragis
      @Ragis 2 หลายเดือนก่อน +8

      He's the closest thing to a founder CEO Intel can have. Became an employee at 18, was personally mentored for decades by Andy Grove, led the 486 CPU project, as CTO he pushed WiFi and USB, crushed AMD in the 2000's, etc.

  • @jasonulyssesglutz513
    @jasonulyssesglutz513 2 หลายเดือนก่อน +4

    We need you do a deep dive sharing your thoughts and perspective on this. It’s intriguing for sure.

    • @TickerSymbolYOU
      @TickerSymbolYOU  2 หลายเดือนก่อน +6

      I'll put it on the list!

  • @mathiassjborg9391
    @mathiassjborg9391 2 หลายเดือนก่อน +3

    its wird i wanna buy but when i look it up i see more hold then buy and estimates is a big mix ? would you call it buy and why ? and thans for the vids! :D

  • @derekaugust872
    @derekaugust872 2 หลายเดือนก่อน +4

    I have a large portion of both TSM and Intel. I think they are both going to do great and I think there is room for both of them.

  • @hosseindaneshpajooh8532
    @hosseindaneshpajooh8532 2 หลายเดือนก่อน +8

    When you hear TSMC more than you hear intel, it’s a bit too optimistic, Intel to me will have a short term boost thanks to the chip policy and will never achieve what it’s picturing now! Simply know enough intel employees and can assure you almost through their entire company, the company culture is not based on efficiency based on working hard but the opposite, almost everyone I know in intel tries to run away from working and the company let them! It’s just an old wrecked industry which is being held by the fact that they still have a monopoly, they will be another GM soon! The company is a joke but still thanks to the AI boost and poliics babysitting it I did invest in them myself for a short/mid term investment!

    • @RajShah202
      @RajShah202 2 หลายเดือนก่อน +1

      I love your comment ❤
      Are you an employee of intel or someone else told you about the culture?

  • @RedfishGB
    @RedfishGB 2 หลายเดือนก่อน +1

    Great to see you Pat!

  • @fmios
    @fmios 2 หลายเดือนก่อน +50

    Intel is a buy for me: 1. Chips Act 10 Billion announcement will happen "very soon" according to the CEO 2. it's rumored that Nvidia will partner with Intel for packaging from the next quarter onwards 3. Stock is down now, so it might be interesting for your viewers. 4. There is a lot of Call Options activity with millions of USD betting that INTC will move higher in the short-term and long-term.

    • @TickerSymbolYOU
      @TickerSymbolYOU  2 หลายเดือนก่อน +5

      Solid list!

    • @alsydar
      @alsydar 2 หลายเดือนก่อน +2

      Me2👍

    • @SharkOrDie
      @SharkOrDie 2 หลายเดือนก่อน +4

      SOXQ & INTC on the side! DCA

    • @RockinRonny420
      @RockinRonny420 2 หลายเดือนก่อน

      Ai will advance propaganda so billionaires can control the masses and advance fascism around the world.

    • @utubeisfake
      @utubeisfake 2 หลายเดือนก่อน +1

      at what price is it a buy??

  • @alsydar
    @alsydar 2 หลายเดือนก่อน +1

    Thanks for the excellent video. I recommend to watch the full version, Intel is truly "Unleashed"!

  • @derekaugust872
    @derekaugust872 2 หลายเดือนก่อน +2

    Do you have a video on ASML?

  • @MissMan666
    @MissMan666 2 หลายเดือนก่อน +3

    im not so convinced. Intel needs to put actual product out there that shows they are better or at least cheaper. As it is now and has been for several years, Intel is 2nd tier chips, in both comsumer market and more imortant in the data center. On the foundry side, they are 3rd tier, behind TSMC, behind Samsung.
    I need to see them being at least a leader in either the foundry side or the product side. The only thing they lead in, is market share, and that has been bleeding away over for a decade. We have all been promised great things from intels for 6-7 years, but it has failed to deliver. I hope the turn around is true, but as it is...no more power point slides, no more words and promises , - It's time to actually show now.

  • @CuriousJet
    @CuriousJet 2 หลายเดือนก่อน +2

    Thank you for bringing this to us, you’re great!

  • @DN-mo9sh
    @DN-mo9sh 2 หลายเดือนก่อน +9

    Great content, I'm too busy with my day job to investigate what's going on! So Intel admits they will never be able to compete with TSMC on transistor density, so Intel needs to be experts in SoC packaging and create open interfaces between chiplets to be competitive. Sounds like the US only possible strategy to return as a tech leader in chips. TSMC will never bring their latest technology to the US because they have to keep that critical expertise in Taiwan as insurance against a Chinese takeover. Plus the US is too expensive and not as motivated to maintain the high level of detail at all the process steps where the Taiwanese workers excel.
    Can you cover Cadence and Synopsys? They are leveraging AI not only to help design the IC's but also create the simulations (Ansys) needed to support the high speed interfaces between the chiplets. Sounds to me they are the enablers for everyone to create custom SoC's that might compete with NVIDIA.

  • @pcefbol6704
    @pcefbol6704 หลายเดือนก่อน +1

    The only way to save Intel is a strong agreement with ARM to help them develop the next CPU generation.

  • @michaele1278
    @michaele1278 2 หลายเดือนก่อน +24

    Intel has to have a lot go right for it to get them back to where they want to be. Sounds daunting, but NVDIA, AMD all had to have as many things go right for them to get where they are. I think Intel can do it!!!

    • @user-lp5wb2rb3v
      @user-lp5wb2rb3v 2 หลายเดือนก่อน +8

      Intel hasnt delivered anything eye catching yet in the consumer space. Yes arch is cool, but its an alpha at best. Battle mage will need to perform, and 15th gen needs to be interesting (you get 90% performance at half tdp with a 7800x3d vs 14900k)

    • @HDRPC
      @HDRPC 2 หลายเดือนก่อน

      IntelCoreUltra is better than i expected.
      ​@@user-lp5wb2rb3v

    • @eddiekay1700
      @eddiekay1700 2 หลายเดือนก่อน +2

      Nvda doesn't make chips but INTC does

    • @profounddamas
      @profounddamas 2 หลายเดือนก่อน

      Maybe but at what price for the consumers?

    • @Psycrow142
      @Psycrow142 2 หลายเดือนก่อน +4

      @@user-lp5wb2rb3vFor gaming, yes. However, for production work and processes, Intel still has its niche. If Intel dies out, it will be an unfortunate day for the tech space. We should all be rooting for Intel as well as AMD.

  • @erdalkose4515
    @erdalkose4515 2 หลายเดือนก่อน +1

    Great news thanks a lot, but without your valuable comments how the evaluate this in the best possible way?

    • @TickerSymbolYOU
      @TickerSymbolYOU  2 หลายเดือนก่อน +7

      Separate video on that coming soon!

    • @fmios
      @fmios 2 หลายเดือนก่อน +2

      ​@@TickerSymbolYOUlooking forward to it!

    • @glennm7086
      @glennm7086 2 หลายเดือนก่อน +6

      I worked at Intel from 1999-2016 and I already sold my stock. Intel saw NVDA threat when they launched CUDA in 2007. NVDA at $65 and $405 has been my most profitable investment.
      I see strong support in the low 40s. I am thinking of buying some INTC for the foundry upside and supply chain resiliency. War could disrupt TSMC and Intel could really benefit. INTC seems to be an interesting, low risk hedge.
      Gelsinger is a great leader - very respected internally. I had to present something to him once, and he offered me a 4 or 4:30 AM slot. I took the 430.

    • @Mountain_bonker
      @Mountain_bonker 2 หลายเดือนก่อน

      TSMC is now a HUGE risk due to China looming over the horizon.

  • @michelstronguin6974
    @michelstronguin6974 2 หลายเดือนก่อน +13

    I hope Intel can race hard. Because where do you think TSMC will be in 2030?

    • @Aracuss
      @Aracuss 2 หลายเดือนก่อน +1

      With the attitude of US policy towards China probably bombed to the ground (if we don't adjust our positions on defending Taiwan at any cost).
      If USA will be self sufficient and start to develop chips for the West in the USA, TSM will need to look for new business partners. Hence China is a huge market and would benefit from their tech.
      Like it or not China will not let go of Taiwan.
      USA mixing itself in to this is like China standing up for Puerto Rican secession.

    • @Corgiking521
      @Corgiking521 2 หลายเดือนก่อน +5

      @@Aracussor china could change their position and leave them alone and there’s no problem

    • @michelstronguin6974
      @michelstronguin6974 2 หลายเดือนก่อน +3

      @@AracussIf China invades Taiwan the foundries of TSMC will be shut down for good. Why? Because it takes enormous international cooperation to run them. If China wants to level the playing field, sure, they might invade, but don’t think for a second that they will get access to those foundries instead of the west. Also, TSMC currently produces over %95 of all the worlds advanced semiconductors, I don’t see how the US builds that capacity in 5 years. Possible, but hard to see how. I truly hope they do, it would be of great benefit to the free world.

    • @Mountain_bonker
      @Mountain_bonker 2 หลายเดือนก่อน

      @@michelstronguin6974China will invade. Just as russia denied it while amassing troops so is china. But the only difference id that China openly states that they WILL invade Taiwan

    • @picanoone5217
      @picanoone5217 2 หลายเดือนก่อน

      @@Corgiking521if you are Xi would you do that? CCP is obsessed with Taiwan. One China policy. Funny thing is Chiang wanted to invade China from Taiwan to reunify China. It’s not a matter of if but when.
      “China’s reunification with Taiwan is inevitable “ -Xi Jingpimg

  • @mrbbruiser.5488
    @mrbbruiser.5488 2 หลายเดือนก่อน +16

    INTC correct?

  • @timnelson8209
    @timnelson8209 2 หลายเดือนก่อน +13

    Off topic, but could you do some analysis/comparison of cyber security companies. Many thanks for your diligent work.

    • @TickerSymbolYOU
      @TickerSymbolYOU  2 หลายเดือนก่อน +7

      Cybersecurity is high on the list!

    • @nikifun301
      @nikifun301 2 หลายเดือนก่อน

      th-cam.com/video/EXzo4Fm02AY/w-d-xo.htmlsi=mT1xVnSJ-Y3w5_Zl

  • @shephusted2714
    @shephusted2714 2 หลายเดือนก่อน +7

    they are losing in every mkt segment and are lined up to get totally devastated - this is clearly a panic response as far as we can tell - we want intel to do well for some competition and price wars but it is not happening for a few more years from the immediate forward guidance

    • @rmokofsky
      @rmokofsky 2 หลายเดือนก่อน +6

      Never underestimated the power of how fast technology moves!

    • @shephusted2714
      @shephusted2714 2 หลายเดือนก่อน

      @@rmokofsky look at what their stock price has done to never underestimate how deep the basement is - they are in the basement and just starting to dig out new fabs but meeting delays and a monster in amd who is rubbing their ass on intel's gavel - disconcerting to say the least, alarming at its worst and zen5 isn't even out yet but amd will not be able to ramp enough to gain mkt and mind share due to wafer constraints - that may be the only saving grace intel has at the moment, gpu dev at intel may be the lone bright spot but they still have a mountain to climb there

  • @ashishmaharaj5483
    @ashishmaharaj5483 2 หลายเดือนก่อน +2

    Thanks for the video. I would rather buy some more Navitas (NVTS). Released results today - 111% increase in revenue, gross margins improved to 42.2% in Q4 23 compared to 40.6% Q4 22. 72% next quarter growth forecast with EV and data center revenues ramping up. A lot of things to like. Your thoughts?

  • @christopheraaron2412
    @christopheraaron2412 2 หลายเดือนก่อน +8

    The power requirements seem to indicate that we're going to need those modular smaller nuclear reactors

    • @TickerSymbolYOU
      @TickerSymbolYOU  2 หลายเดือนก่อน +2

      We're probably going to need a lot more than that!

    • @christopheraaron2412
      @christopheraaron2412 2 หลายเดือนก่อน

      @@TickerSymbolYOU each data center can have a small reactor

    • @MrZ4speed
      @MrZ4speed 2 หลายเดือนก่อน +1

      @@christopheraaron2412 Fusion!

    • @christopheraaron2412
      @christopheraaron2412 2 หลายเดือนก่อน

      @@MrZ4speed Definitely! However, until then, we have the modular fission reactors, and we need to resurrect the fast-breeder reactor program to process the nuclear waste. We have about 150 years of fuel with just the waste!

    • @danielrazo8704
      @danielrazo8704 2 หลายเดือนก่อน +1

      GE

  • @fredlacroix6865
    @fredlacroix6865 2 หลายเดือนก่อน

    in semicon packaging lingo we call it MCM multi chip modules

  • @gustamanpratama3239
    @gustamanpratama3239 2 หลายเดือนก่อน

    Will optical computing and/or interconnects lead us to zettascale supercomputers one day?

  • @21EC
    @21EC 2 หลายเดือนก่อน +2

    If you think about it, Sam already got tons of money to buy and enjoy whatever he wishes to right? so it means he is doing this not for the money probably since he already has more than enough so he probably is doing it for the sake of helping the world to become a better world to live in (hopefully, I hope AI would end up being more good than bad for our world) and maybe hes doing it for the fun and excitement of his job, of developing AI stuff and doing truly revolutionary things that will be remembered for a very long time.

    • @ruby_linaris
      @ruby_linaris 2 หลายเดือนก่อน

      AI does not do any good. It is a common tool to benefit others. And whether "others" are ready to benefit is the main question. If it is used as an economic tool to impose the dictatorship of banks, then all of humanity will lose. And the industry does not have the funds to invest in tomorrow's delusional generator. Sam believes that his confidence can encourage investors, but the problem is different. In the long term, there is no victory from the destruction of civilization. and the profit will be measured in ashes.

  • @cbbcbb6803
    @cbbcbb6803 2 หลายเดือนก่อน

    What are the services that people want, versus, what services that are made available to people that they choose because the services they really want are simply nit available?

  • @HelloWorld-hb7yt
    @HelloWorld-hb7yt 2 หลายเดือนก่อน +2

    Intel needs to hire this guy.

  • @jeffreyoneill4082
    @jeffreyoneill4082 2 หลายเดือนก่อน

    MAMBA may help with the energy costs of AI buy increaseing the efficiency on the software side by 1 to 3 orders of magnitude.

  • @nobodynowhere7163
    @nobodynowhere7163 2 หลายเดือนก่อน +2

    He got the units wrong. Power Capabilities is measured in Watts alone not Watt-Hr. Watt-Hr is the energy consumed, say in a month or a year.

  • @dishcleaner2
    @dishcleaner2 2 หลายเดือนก่อน +4

    The AI music video at the end was dumb and I'm someone who likes gen AI. Other than that great presentation.

    • @Melinda_Ross
      @Melinda_Ross 2 หลายเดือนก่อน

      Ha ha😅😅😅 ha

  • @PSSavant
    @PSSavant 2 หลายเดือนก่อน +2

    I have so far invested in 150 shares @ 40. Hoping to buy more once Intel catches wind.

    • @user-ij9vi6sn8g
      @user-ij9vi6sn8g 2 หลายเดือนก่อน

      where did you buy it

    • @PSSavant
      @PSSavant 2 หลายเดือนก่อน

      @@user-ij9vi6sn8g E-Trade

    • @mattecrystal6403
      @mattecrystal6403 2 หลายเดือนก่อน

      @@user-ij9vi6sn8g nov 15th 2024

    • @coloradoing9172
      @coloradoing9172 20 วันที่ผ่านมา

      How is your investment doing?

    • @PSSavant
      @PSSavant 20 วันที่ผ่านมา

      @@coloradoing9172 waiting for their earnings call, if it shows a positive future trajectory then I'll buy the dip. I'm betting on Intel's success by 2025.

  • @jasonbuksh2958
    @jasonbuksh2958 2 หลายเดือนก่อน +2

    I remember intel’s culture of attempting to create low power chips to sell at sky high prices - ‘An elephant on a diet is still an elephant’

  • @morphtek
    @morphtek 2 หลายเดือนก่อน +5

    we dont need your siliconomy and even further control

  • @cbongiova
    @cbongiova 2 หลายเดือนก่อน +2

    INTL rested on their laurels for so many years. Their management team is the problem. I don’t believe they can compete anymore and they won’t meet these timelines.

  • @eugeniustheodidactus8890
    @eugeniustheodidactus8890 2 หลายเดือนก่อน +3

    I am a believer in Intel's success under Gelsinger's leadership....... but he's only going to be there for a couple more years. Slow DCA.

    • @TickerSymbolYOU
      @TickerSymbolYOU  2 หลายเดือนก่อน

      I hope whoever is next takes the ball and runs with it!

  • @user-sx6xb5nq9l
    @user-sx6xb5nq9l 2 หลายเดือนก่อน +2

    We can't allowed those big tech abused power to destroyed mankind

  • @flylord4361
    @flylord4361 2 หลายเดือนก่อน +1

    why use power for cooling, why can't repurposing the heating process to take that energy and use it for cooling

  • @farefell7943
    @farefell7943 2 หลายเดือนก่อน +1

    I like how no one points out that Satya Nadella is using AI to present himself in the video...

  • @juizel8008
    @juizel8008 หลายเดือนก่อน

    ai is another model not depending x85 XA ?

  • @jaymacpherson8167
    @jaymacpherson8167 2 หลายเดือนก่อน +1

    Interesting that the Pat and Sam intro made no mention of regulating AI, displaying unquestioning faith that the practitioners would do no harm. Maybe that part of their intro was cut from this content…I hope.

  • @ronborkowski1721
    @ronborkowski1721 2 หลายเดือนก่อน

    Thanks I watched the AMD release and it took forever thanks for clipping it down.

    • @TickerSymbolYOU
      @TickerSymbolYOU  2 หลายเดือนก่อน +1

      My pleasure! I’m glad the Supercuts add value.

  • @mcknotz
    @mcknotz 2 หลายเดือนก่อน +2

    14a? 16e? I thought they are meant to be on 10nm and aiming for 8nm?

    • @TickerSymbolYOU
      @TickerSymbolYOU  2 หลายเดือนก่อน +2

      They are. They're doing 5 nodes in 4 years. 14A is 1.4nm (14 Angstroms).

    • @soylentgreenb
      @soylentgreenb 2 หลายเดือนก่อน

      No. 14A is jusr a name. It is not a node size, there’s nothing you can measure on that chip that’s 14 angströms. This is not specific to intel; node sizes have been meaningless for a decade and a half.

  • @haxxersan
    @haxxersan 2 หลายเดือนก่อน +1

    It’s about the employees in intel. tsmc and its supply chains’ Taiwanese employees are hired with 1/3 of the salary of an American one.
    they can work with 3 shifts per day and during night time. That tells you all about the foundries.

    • @george6945
      @george6945 2 หลายเดือนก่อน +1

      Yeah thats why they will expand they factories around the world so they can cut those costs. Just search for the Intels foundry map and you will understand what im saying. On the other hand its also how much efficient a employee can be. Talking about an engineer coming from a great university with lots of reasearch and good knoledge on factors like semiconductor could be more efficient for the company that an taiwanese employee imo.

    • @jmatt98
      @jmatt98 13 วันที่ผ่านมา

      Humonid robots will cut that cost in half

  • @user-mp5ku6ic4k
    @user-mp5ku6ic4k 2 หลายเดือนก่อน +1

    I am taiwanese and thank you very much!!

  • @nicolaspace1182
    @nicolaspace1182 2 หลายเดือนก่อน +1

    Intel? OmegaLuL! Where innovation goes to die.

  • @archvaldor
    @archvaldor 2 หลายเดือนก่อน +8

    It disturbs me how Altman is being treated with the deference of a monarch-but comes across as deeply duplicitous and sinister to any one who has met high-functioning sociopaths before.

  • @matuskrajnak9785
    @matuskrajnak9785 2 หลายเดือนก่อน +2

    summary at the beginning with timestamps ... love it

    • @TickerSymbolYOU
      @TickerSymbolYOU  2 หลายเดือนก่อน

      I’ll do that more often! Cheers

  • @morphos2
    @morphos2 2 หลายเดือนก่อน

    Pat was the best addition to Intel, when he was most needed. I just hope short sighted institutional investors do not impose a change in the top management.

  • @sheldoncampbell7030
    @sheldoncampbell7030 2 หลายเดือนก่อน

    Awesome 😊👍🏽

  • @DeepFrydTurd
    @DeepFrydTurd 2 หลายเดือนก่อน

    I never understood why people record these types of events in person they could just watch this video in a better resolution.. it really shows where there heads are at..

  • @Foukez
    @Foukez 2 หลายเดือนก่อน +2

    plot twist - This whole interview was AI generated.

  • @RunForPeace-hk1cu
    @RunForPeace-hk1cu 2 หลายเดือนก่อน +3

    SoC with 1200W TDP 😳

    • @TickerSymbolYOU
      @TickerSymbolYOU  2 หลายเดือนก่อน +3

      Wait until you we see ones with 2000W TDP. Probably sooner than we think!

  • @midwestcannabis
    @midwestcannabis 2 หลายเดือนก่อน +2

    Awesome🎉

  • @devrajadhikari823
    @devrajadhikari823 2 หลายเดือนก่อน

    As you say, there is a right time to enter ? Is it right time to buy?

    • @delov
      @delov 2 หลายเดือนก่อน

      I am buying and buying more if the price drops. It's a great investing opportunity if they do it right 👍

  • @chennanium
    @chennanium 2 หลายเดือนก่อน

    Love the reaction of Pat 0:13. Long Intel!

  • @buzzlightyear3715
    @buzzlightyear3715 11 วันที่ผ่านมา

    In 2001, Congress tried to block ASML from buying the last US company, Silicon Valley Group, that owned some lithography technologies. Intel lobbied Congress to make the sale go through

  • @gracegiles5462
    @gracegiles5462 2 หลายเดือนก่อน +1

    This is a DCA weekly for me

  • @kris2k
    @kris2k 2 หลายเดือนก่อน

    6:19 !

  • @innosanto
    @innosanto หลายเดือนก่อน +1

    Behind the lines: “we are losing but we will come back. We ae coming back.”

  • @markwrede8878
    @markwrede8878 2 หลายเดือนก่อน

    GIGO is surprisingly compact.

  • @innosanto
    @innosanto หลายเดือนก่อน +1

    Steve jobs started these presentations and now everyone
    Does them

  • @ehenningsen
    @ehenningsen หลายเดือนก่อน

    Intel has a bright future. I love their growth strategy

  • @last_minute_film
    @last_minute_film 2 หลายเดือนก่อน

    Hey - I was expecting some of your comments and observation from this.

    • @TickerSymbolYOU
      @TickerSymbolYOU  2 หลายเดือนก่อน

      I try to keep the supercuts strictly to the information from the keynotes so people can form their own opinions and then share mine separately, otherwise I might taint your view of it

  • @sns1804
    @sns1804 2 หลายเดือนก่อน

    It doesn't hurt to be optimistic about INTC's future.

  • @maxfox4866
    @maxfox4866 2 หลายเดือนก่อน

    Which lable is Sam wearing?

    • @TickerSymbolYOU
      @TickerSymbolYOU  2 หลายเดือนก่อน

      I don't know but those sneakers are 🔥

  • @aldob5681
    @aldob5681 2 หลายเดือนก่อน +1

    They are planning in 5y what apple is selling since 2020

  • @azhuransmx126
    @azhuransmx126 2 หลายเดือนก่อน +1

    NPUs> Nvidia GPUs> Intel CPUs
    Intel missed the GPU train, they can only hope to get on the 2025 NPU train if not they will be invisible in the Age of AGI.

  • @delynndehardt1859
    @delynndehardt1859 2 หลายเดือนก่อน

    It all depends upon the degree of controll the oligarchs are able to have. IF AI winds up being a Minority Report type tool, 7sed by the judicial & enforcement agencies, it will be horrible. Even if there are tremendous potential for research & development. That 1 factor negates it.

  • @ai_Musicforlife
    @ai_Musicforlife 2 หลายเดือนก่อน

    Fantastic presentation ! who wannna to join shift turn fab job in the US to realize Pat's BIG dream in the first place,could any American young ppl tell me ?

  • @ethanf.6848
    @ethanf.6848 2 หลายเดือนก่อน

    I only see the NPUs used in gaming machines, the AI powered PC chips would be an overkill for the average consumer.

  • @user-ov8sv9ns5l
    @user-ov8sv9ns5l 15 วันที่ผ่านมา

    At this level, I will start accumulation for its potential and future.
    Give it couple years, Intel will be the AI king.

  • @oldspammer
    @oldspammer 2 หลายเดือนก่อน +1

    Google does not permit comments critical of topics it deems societal goals

    • @oldspammer
      @oldspammer 2 หลายเดือนก่อน

      Not actual thinking thus compels that "wrong opinions" in air quotes are never allowed

  • @khalidrasouli
    @khalidrasouli 2 หลายเดือนก่อน +1

    This video was SHOCKING

  • @JaineC1229
    @JaineC1229 2 หลายเดือนก่อน

    How long Pat can still be Intel CEO? Till 18A comes ture or the first milestone not on time!

  • @g.yohannes1848
    @g.yohannes1848 2 หลายเดือนก่อน

    favorite people Pat and Sam

  • @lairdinho
    @lairdinho 2 หลายเดือนก่อน +1

    There is very little to indicate in product you can actually buy that Intel has made much progress in turning the ship around. Meteor Lake barely got out the door to hit the 2023 target and only has a tiny bit of Intel 4 silicon, it's mostly TSMC silicon. And it's just one mobile product. The vast majority of Intel output is still 10nm rebranded as Intel 7 or older. Intel also showed its wafer capacity plans at this event and by its own reckon, the company is years away from having major capacity from its Intel 4 and beyond nodes. It cancelled the AI chip that was meant to be on sale now. Optane / 3D XPoint failed. Arc is struggling. And Intel is falling ever further behind AMD technologically speaking with its server chips. If you ignore the promises and roadmaps and focus on what has been delivered, there is very little reason to be optimistic. Of course, Intel may truly be executing behind the scenes and a major turn around may yet happen. But there is scant hard evidence of that as yet. There's as much chance if not more that Intel continues its slide towards oblivion than it manages to truly turn things around.

  • @scheffmann
    @scheffmann 3 วันที่ผ่านมา

    The moment he said Michelangelo i was totally cringed even when I'm 33

  • @jkell018
    @jkell018 2 หลายเดือนก่อน +1

    only talk about breaking TSMC monopoly but what about ASML? why cant the US break THEIR monopoly?

    • @TickerSymbolYOU
      @TickerSymbolYOU  2 หลายเดือนก่อน +1

      A great question but honestly, ASML is probably the tightest monopoly on the planet. No one could break it if they wanted to. I honestly believe it would take close to a trillion dollars and a decade to even try.

  • @markhill1066
    @markhill1066 2 หลายเดือนก่อน

    What is that small concentrated area in Asia called? Asking for a friend.

  • @stinner44
    @stinner44 2 หลายเดือนก่อน +2

    ARM wins. Royalties from all chip makers.

    • @Stroporez
      @Stroporez 2 หลายเดือนก่อน

      RISC-V for the win. ARM started alienating all of its partners even before reaching leadership position.

  • @hawtan4536
    @hawtan4536 2 หลายเดือนก่อน +7

    Intel is about two years behind TSMC so let's see if they can catchup.

    • @dfv671
      @dfv671 2 หลายเดือนก่อน +2

      I doubt it. More like 5 years.

    • @SickPrid3
      @SickPrid3 2 หลายเดือนก่อน

      intel is at least decade after TSMC

  • @kamilbro6106
    @kamilbro6106 2 หลายเดือนก่อน +1

    The “small country in Asia” is Taiwan. I wonder why our speaker chose to put it this way. #China

  • @Edward-np4ih
    @Edward-np4ih 2 หลายเดือนก่อน +3

    $7 trillion looks like SBF proposal.

    • @viktorianas
      @viktorianas 2 หลายเดือนก่อน

      th-cam.com/video/DiBmfcYaBoI/w-d-xo.htmlsi=8ywQRJ-PFj093oCr

  • @billmarshall3763
    @billmarshall3763 2 หลายเดือนก่อน

    The A770, though made by tsmc is their design, currently, the best AI chip for price by a 2x discount Also they won't stop construction because a worker uses a cell phone Outside. The guys at TSMC do a great job and I am thankful for AMD for lighting the fire to speed up the CPU arms race but the better they do the better products the world will have so I'm not sure why anyone is invested so much in either company. Intel seems to have a poor track record for milking its chip designs and the 14000series proves they haven't shaken that habit, I just hope they actually move with the industry instead of trying to milk it.

    • @lharsay
      @lharsay 2 หลายเดือนก่อน

      I wouldn't say that they are milking the designs, they developed the successors which were canceled at some point (Cannon Lake, Ice Lake, Meteor Lake) which forced them to keep the old design for one more gen.

  • @eddielee3928
    @eddielee3928 2 หลายเดือนก่อน +1

    Intel has been losing the chip war at an exponential rate these past five years. They need this to work after all their other failed ventures (see how quickly they acquired memory and storage companies, only to sell them off shortly after.... waste of money to them and share holders). Foundry at least has promise and is a service in demand...... but don't forget that TSMC is no longer just in Taiwan like the narrative continues to push....they do have sites outside of Taiwan....

  • @brianmi40
    @brianmi40 2 หลายเดือนก่อน +2

    If others are out to get you, paranoia is plain smart thinking.

    • @TomBTerrific
      @TomBTerrific 2 หลายเดือนก่อน

      It’s not paranoia

  • @PankajDoharey
    @PankajDoharey 2 หลายเดือนก่อน

    Andy grove was right, but Intel is not Paranoid. It should be though it has slowly lost its first position.

  • @jona_KardCiv1
    @jona_KardCiv1 2 หลายเดือนก่อน

    Evolutionary theory doesn't end at 4 legged animals. The mechanisms of evolution are brutal. Good luck and have everybody.

  • @emetzger
    @emetzger หลายเดือนก่อน

    andy grove was not an intel founder. how long has pat worked there?

    • @TickerSymbolYOU
      @TickerSymbolYOU  หลายเดือนก่อน +1

      To be fair, Andy Grove was literally Intels third employee

  • @sinOsiris
    @sinOsiris 2 หลายเดือนก่อน

    greater Mobilization almost nil
    the economic system is harsh least to say
    and so now technologist are trying alleviate this problem by having an open source esque project for anyone any country that are interested with knowledge share i.e collaboration
    more input more improvement in anykind endeavour
    nonetheless
    precaution as always

  • @joelhubeny7554
    @joelhubeny7554 2 หลายเดือนก่อน

    I believe Apple is doing it better with less voltage. Nvidia is Running GPU parallel to CPU as AI, While Apple ARM design has a Spot in Silicon Processor for the AI. Apple AI is using Facial Recognition & motion gestures secure on device. I don't like the Idea of Everyone's Meta Data patterns being stored in this AI. I met lots of crazy people that should never be saved on this network systems of choices..

  • @steveo1574
    @steveo1574 2 หลายเดือนก่อน

    what does this feel like A.i.?

  • @oldspammer
    @oldspammer 2 หลายเดือนก่อน +1

    A video about this
    TH-cam David Rogers Webb on how to stop “The Great Taking”
    Alarming news to say the least.

  • @mikes4099
    @mikes4099 2 หลายเดือนก่อน

    This can go one of two ways, AMD really hurt Intel bad, it seems like now Intel is pulling every string to regain it’s market position. Now, will they actually work on it, or will it be pure marketing. Only time will tell.