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This is the first I've heard of a significant military interest in Arc. Could you unpack that?
Certainly the whole computer gaming world has been begging Intel not to kill off Arc before it's reached maturity. Everybody expected it to lose money for the first couple generations, but Intel has been incredibly strapped for cash, so it wouldn't be a shock to see it sacrifice long-term interests for short-term ones.
This is tantamount to giving up its foundries, and I'm surprised not to have seen more analysis. I wonder if he thinks that that portion of the business is totally unsustainable in the long run, or if he's just playing chicken with the U.S. government hoping for more money.
Maybe that's what a government stake in Intel is supposed to resolve?
Uh... technically it's Intel's Flex for the server side, and this is extrapolation rather than anything I know first-hand so it's probably wrong, but :
At the higher confidence level, these boards can run inference comparable to mid-tier nVidia cards, and could potentially be made in Arizona, rather than in TMSC. That's not going to get you massive AGI from LLMs, if such a thing is possible, but there's a lot of video and image data, signals analysis, and more esoteric stuff (HMDs!) that needs realtime or near realtime processing. Yes, most applications would prefer a Jetson over either a normal nVidia card or an Intel one, but since even the Thor-sized Jetsons can't keep up with realtime efforts, they get to compromise. The nVidia boards aren't currently irreplaceable, but military procurement does consider whether there are alternative sources, and Intel is the only even potential alternative.
The... more speculative bit is that Intel's got a number of design opportunities that they were starting to build around. Optimizing data transfer from network card to CPU to GPU is a boring and unsexy thing, but it's actually a big deal for extremely realtime behaviors like streaming video operations, and something where nVidia's offerings (an ARM 'superchip' call Grace) were far behind the competitors... before Intel killed their better solution. There's also some weird messiness with nVidia's solutions for licensing and for chip-to-chip interconnects that are navigable for datacenters for a nightmare for US military procurement.
This isn't readily available to consumers (or even prosumers) yet, because the vast majority of extent AI/ML workloads don't work in Intel ARC environments to start with; those that do seldom even get the full benefit from the GPU's hardware, and even fewer get any serious benefit from GPU/CPU integration. But it's at least a space that would be interesting if Intel could get its core crap together.
Officially, they're just doubling down on the 1.4nm stuff. But I don't think I'm the only person reading it that way. For motive, it's hard to tell. He could even be playing chicken with buyers, trying to pressure them to step up early rather than wait until after engineering samples have already gotten off the floor. But I'm not optimistic given the amount and variety of other cuts.
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