来源：内容 编译自 tomshardware 。 据报道，英特尔下一代至强处理器（代号 Diamond Rapids）将采用 9324 针 LGA 插槽的新平台， 这意味着其内存子系统和 PCIe 通道配置将有所改进。但X86 is dead&back周日发布的一份泄露幻灯 片显示，这款新 CPU 可能拥有多达 192 个高性能核心以及 8 个或 16 个 DDR5 内存通道。请注 意，我们讨论的信息来自非官方来源，因此请谨慎对待。 据传，英特尔至强 7 "Diamond Rapids"处理器的规格包括多达 192 个核心、八通道或十六通道内存 子系统以及 500W 的热设计功耗。我们已获悉，英特尔的 Diamond Rapids 处理器将采用第二代 MRDIMM 内 存 模 块 ， 其 数 据 传 输 速 率 将 高 于 现 有 至 强 6 "Granite Rapids" 处 理 器 支 持 的 8800 MT/s。如果这些下一代处理器支持 12,800 MT/s 的内存模块，那么这些 CPU 的整个内存子系统将 支持超过 1.6 TB/s 的峰值带宽，与现有设计（Granite Rapids 约为 84 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内容编译 自 wccftech 。 英特尔前首席执行官确实承认公司对人工智能的反应"延迟"，因为他现在声称他当时错误地估计了这 项技术的影响。 英特尔对人工智能的误判可能使其损失数十亿美元的收入，并让竞争对手占据了优势。 纵观英特尔在人工智能领域取得的成就，你会发现它简直令人失望，尤其是在人工智能加速器和机架 级解决方案领域。即使经过数年的努力，Intel也未能拿出具有竞争力的解决方案。诚然，英特尔确实 向市场推出了 Gaudi 人工智能加速器，但云计算公司却鲜有采用，这表明英特尔在这个最热门的行 业中远远落后于竞争对手。如今，日经亚洲的一篇报道称，英特尔前首席执行官帕特·基辛格承认， 在他任职期间，公司在人工智能方面的做法乏善可陈。 我和几乎所有人都低估了人工智能的影响。看看今天的人工智能芯片，你会发现芯片在人工智能计算 方面的性能不断提升，但这些芯片的功率效率却三代都没有改变。 快进到英特尔和人工智能领域目前的动态。该公司原本充满希望的加速器项目 Falcon Shores已被取 消，新任首席执行官正计划通过 Jaguar Shores 进军机架级市场 ...

Group 1 - SoftBank Group is facing a deep review by the U.S. Federal Trade Commission (FTC) regarding its $6.5 billion acquisition of Ampere Computing LLC, indicating significant competition concerns [1][3] - The FTC has issued a Second Request, which typically extends the review process for over a year and may lead to legal challenges to block the transaction [1][3] - Ampere Computing, founded in 2014, specializes in ARM architecture server processors and has notable clients including Google, Microsoft, and Oracle [3] Group 2 - The acquisition is seen as a crucial step for SoftBank in building an "AI + semiconductor" ecosystem, aiming to challenge NVIDIA's CUDA ecosystem by integrating Arm's IP licensing, Ampere's CPU designs, and Graphcore's AI accelerators [3] - Ampere's financial struggles are highlighted, with projected 2024 revenue of only $16 million, a dramatic 89% drop from 2022, compared to Intel's data center revenue of $18.9 billion and AMD's $7.3 billion during the same period [3] - If approved, the acquisition could lead to a structural change in the global data center chip market, where ARM architecture currently holds only a 10% market share compared to x86's 90% [4] Group 3 - The FTC's scrutiny reflects a broader trend under Chair Lina Khan, who has emphasized rigorous reviews of vertical mergers, similar to past cases like Microsoft's attempted acquisition of Activision Blizzard [4] - SoftBank's entry into the market could accelerate the adoption of ARM chips among cloud service providers, with Google Cloud's new computing power in 2024 already having 35% based on ARM architecture [4] - The x86 camp is responding with competitive advancements, including Intel's upcoming 128-core Granite Rapids processor and AMD's 192-core Bergamo series targeting high-density computing [4][5]

Key Takeaways INTC and Exostellar aim to boost AI efficiency with Gaudi accelerators and Kubernetes-native orchestration. The solution supports hybrid infrastructures with dynamic scheduling, quota control and multi-vendor access. INTC sees Gaudi 3 scaling AI with high throughput, Ethernet interconnect and open software flexibility.Intel Corporation (INTC) has partnered with Exostellar to make enterprise-grade AI infrastructure accessible in a cost-effective manner. Intel’s partnership with this leading i ...

Core Insights - Super Micro Computer, Inc. (SMCI) has announced the certification of its BigTwin Server for immersion cooling, utilizing 4th and 5th Gen Intel Xeon Scalable Processors, enhancing performance and efficiency in data centers [1][6] Group 1: Certification and Collaboration - The Supermicro BigTwin server has undergone rigorous testing and is now recognized as a certified immersion server, ensuring compatibility with Intel's guidelines and the Open Compute Project (OCP) specifications [1][4] - Supermicro's long-standing collaboration with Intel combines advanced processor technologies with high-performance solutions, ensuring that the BigTwin server remains fully functional when immersed in specified liquids [2][4] Group 2: Efficiency and Environmental Impact - Immersion cooling technology significantly lowers Power Usage Effectiveness (PUE), with data centers using Supermicro immersion servers achieving PUE values close to 1.05 or lower, thus reducing energy costs and environmental impact [3][8] - The immersion cooling method allows for denser compute configurations without increasing thermal load, improving overall energy efficiency and reducing the need for traditional air-based cooling systems [3][5] Group 3: Industry Standards and Future Outlook - Supermicro's involvement in the OCP Community has been crucial in advancing immersion cooling standards, promoting compatibility, efficiency, and scalability across data center deployments [4][5] - The growing demand for immersion-certified servers is driven by the need for efficient cooling solutions in data centers, particularly for AI and HPC applications, which require powerful processors [8]

Supermicro BigTwin System Certified for Immersion Cooling Supermicro BigTwin System Certified for Immersion Cooling "Supermicro's collaboration with Intel is a long-standing, strategic association that combines Intel's cutting-edge processor technologies with Supermicro's high-performance building block solutions, including AI, HPC, intelligent edge/IoT, networking, and storage," said Ray Pang, Senior Vice President of Technology Enablement, Supermicro. "Certifying our BigTwin server for immersion cooling w ...

Key Takeaways NVIDIA is expanding its AI platforms across industries, driving steep gains in revenue and EPS projections. Intel is focused on AI and foundry investments, but faces revenue declines and lags in GPU capabilities. NVDA has stronger growth prospects, while INTC trades at a much lower price/sales ratio of 1.78 vs.16.17.Intel Corporation (INTC) and NVIDIA Corporation (NVDA) are two premier semiconductor firms focusing on AI (artificial intelligence) and advanced chip technologies. Intel, reporte ...

Core Viewpoint - Intel is experiencing significant stock volatility, reflecting a divided investor sentiment amid signs of strategic turnaround and ongoing competition concerns [1][2]. Group 1: Strategic Developments - Intel has secured a commitment from Microsoft to utilize its advanced 18A manufacturing process for future chips, validating its ambitions in the foundry space [2][3]. - The new Xeon 6 processors have been selected to power a supercomputer at Imperial College London, showcasing their competitiveness in scientific and AI research [4]. - Intel has expanded its ecosystem by including Draper in its Chiplet Alliance, enhancing its position in the U.S. government and aerospace sectors [5]. Group 2: Financial Focus - Intel is emphasizing financial discipline, aiming for future products to achieve gross margins above 50% before production [7][8]. - The company is implementing aggressive cost-cutting measures, targeting non-GAAP operating expenses of approximately $17 billion in 2025 and $16 billion in 2026 [9]. - This dual focus on higher-margin products and cost reduction aims to improve earnings per share (EPS) [9]. Group 3: Competitive Landscape and Risks - Intel faces fierce competition from AMD and Nvidia in the data center and AI markets, alongside execution risks related to manufacturing expansion [10]. - The end of support for Intel-based Macs by Apple marks a significant shift, emphasizing the need for Intel to succeed in its new strategic direction [11]. - Analysts maintain a cautious stance, reflected in a consensus Reduce rating, as they monitor Intel's ability to navigate these challenges [11][12]. Group 4: Market Sentiment and Future Outlook - Despite current headwinds, Intel's scale and IDM 2.0 strategy are seen as counterweights to competitive threats, supported by CHIPS Act funding [12][14]. - The recent volatility in Intel's stock may indicate the early stages of a turnaround, with upcoming catalysts such as volume manufacturing on the 18A process anticipated in 2025 [18]. - The current dividend yield of approximately 2.4% offers a modest return for long-term investors willing to wait for the company's strategy to fully materialize [19].

Group 1: AI Semiconductor Market Overview - The AI semiconductor industry, led by Nvidia, reported a $4.5 billion asset write-down due to export restrictions, yet the overall semiconductor sector remains resilient with expected growth [1] - The global market for AI-driven processor chips and accelerators is projected to reach $457 billion by 2030, with a compound annual growth rate (CAGR) of 23% [1] Group 2: AI Data Center Chip Forecast - GPU accelerators are expected to lead the market, while ASIC accelerators may gain attention from cloud service providers like Google and Amazon [2] - Key challenges in the short term include increasing memory capacity, improving connection protocols, and addressing rising power consumption [2] Group 3: NVIDIA GB100 Chip Analysis - TechInsights analyzed the GPU chip GB102-A01 within the NVIDIA GB100-886N-A1 package, which has been removed from the Supermicro SYS-A22GA-NBRT GPU super server [3] Group 4: Autonomous Driving AI Models - The development of autonomous driving systems involves end-to-end (E2E) or composite AI (CAIS) models, with CAIS offering a more efficient and safer alternative [4] - CAIS architecture divides AI tasks into three components: Primary (P), Guardian (G), and Fallback (F), ensuring safe navigation [4] - Adoption of CAIS is limited as original equipment manufacturers prefer developing their own E2E AI models, though some manufacturers like Volkswagen and Polaris have adopted CAIS [4] Group 5: Advanced Packaging Technology - The high-performance computing (HPC) and AI markets are driving advancements in packaging technology, leading to increased adoption of 2.5D and 3D packaging solutions [5] - New interconnect technologies, such as ultra-low pitch microbumps and through-insulator vias (TIV), are being developed to reduce costs and density [5] Group 6: Semiconductor Capital Expenditure Stability - The global semiconductor supply industry has shown resilience amid macroeconomic turmoil, with AI-driven demand being a key growth driver [6] - Strong revenue growth is reported from major manufacturers like TSMC and MediaTek due to robust demand for 3nm and 5nm process technologies [6] Group 7: Power Specifications Driven by AI - The increasing power demands of AI workloads in data centers are pushing existing 54V distribution systems to their limits, prompting companies like Nvidia to explore high-voltage direct current (HVDC) architectures [7] - Two main strategies are emerging: ±400V HVDC and 800V HVDC, with the latter improving efficiency and reducing wiring needs [7] - Power semiconductor suppliers are preparing to benefit from this transition, emphasizing the need for scalable solutions and cross-market synergies [7]

Core Viewpoint - Intel Corporation is pursuing a dual strategy focused on rapid innovation in AI products and establishing itself as a leading contract chip manufacturer through its Foundry business, which is critical for its market revitalization and financial health [1][2]. Group 1: AI Product Strategy - Intel aims to integrate artificial intelligence across its product lines to achieve quicker financial returns and market leadership [3]. - The Client Computing Group (CCG) is targeting the AI PC market with a goal of shipping over 100 million AI PCs by the end of 2025, which could enhance average selling prices and profit margins [4]. - The Data Center and AI (DCAI) segment reported $4.1 billion in revenue for Q1 2025, reflecting an 8% year-over-year increase, indicating positive momentum in AI-centric products [4]. Group 2: Foundry Business Strategy - Intel's long-term goal is to establish Intel Foundry as a world-leading contract manufacturer, which is a key component of its IDM 2.0 strategy [6]. - The foundry segment is currently operating at a loss, with a reported $2.3 billion operating deficit in Q1 2025, and Intel aims to achieve break-even status by 2027 [8]. - Significant financial commitments are required for the foundry development, with a gross capital expenditure target of $18 billion for 2025 [8]. Group 3: Market Sentiment and Stock Forecast - Intel's stock is currently trading near its 52-week low, with a 12-month price forecast of $21.57, indicating a potential upside of 7.53% [7]. - The dual strategy presents a compelling risk/reward scenario for investors, with upcoming product launches like the Panther Lake CPU in late 2025 serving as potential catalysts [8]. - Positive market adoption of AI products and new foundry customer wins are crucial for shifting market sentiment and enhancing shareholder value [10][12].