Intel’s CEO reveals the company’s plan for AI. The CEO has come out to say that the company will be building AI into every single platform that they build. The company is about to launch Meteor Lake which is the firm’s very first chip with an onboard neural processor. And with everything going on so far, this is just the start.
Intel’s CEO Plan for AI
Pat Gelsinger, CEO of Intel was very bullish on AI during the Q2 2023 earnings call of the company revealing to investors that Intel plans to “build AI into every product that we build.”
In the later parts of this year, Intel will ship Meteor Lake, which as you should know is its first consumer chip with a built-in neural processor for machine learning tasks. (AMD just recently did the same, following both Apple and Qualcomm.)
But while Intel prior to this has suggested to us that only its premium new Ultra chips might have those AI coprocessors, it now sounds like Gelsinger expects that AI will eventually be in everything Intel sells.
Gelsinger at most times likes to talk up the “four superpowers” or “five superpowers” of technology firms, which originally included both AI and cloud, but today, the CEO is suggesting that AI and cloud don’t really necessarily go hand in hand.
What Intel CEO Has To Say about AI and Cloud
“Today, you’re starting to see that people are going to the cloud and goofing around with ChatGPT writing a research paper and, you know, that’s like super cool, right? And kids are of course simplifying their homework assignments that way, but you’re not going to do that for every client — because becoming AI enabled, it must be done on the client for that to occur, right? You can’t go to the cloud. You can’t round trip to the cloud.
All of the new effects: real-time language translation in your zoom calls, real-time transcription, automation inferencing, relevance portraying, generated content and gaming environments, real-time creator environments through Adobe and others that are doing those as part of the client, new productivity tools — being able to do local legal brief generations on a clients, one after the other, right? Across every aspect of consumer, developer and enterprise efficiency use cases, we see that there’s going to be a raft of AI enablement and those will be client-centered. Those will also be at the edge.
You can’t round trip to the cloud. You don’t have the latency, the bandwidth, or the cost structure to round trip, say, inferencing at a local convenience store to the cloud. It will all happen at the edge and at the client.”
“AI is going to be in every hearing aid in the future, including mine,” he stated at a different point in the call. “Whether it’s a client, whether it’s an edge platform for retail and manufacturing and industrial use cases, whether it’s an enterprise data center, they’re not going to stand up a dedicated 10-megawatt farm.”
Other Big Tech Companies in the Industry
On the one hand, of course, CEO of Intel would say this. It is Nvidia and not Intel, which makes the type of chips that helps to power the AI cloud. Nvidia is the one that rocketed to a $1 trillion market cap just because it sold the right kind of shovels for the AI gold rush. Intel however needs to find its very own way in.
But on the other hand, it is kind of true that not everyone wants everything in the cloud and this is not including cloud provider Microsoft, which on the other hand still makes a substantial chunk of its money simply by selling licenses for Windows PCs.
AMD’s Chip with a Built-In Neural Processor
Windows boss Panos Panay this very January attended the launch of AMD’s chip that comes with a built-in neural processor to tease that “AI is going to reinvent how you do everything on Windows,” and those were not idle words in the event you don’t know. Experts in the field now believe that Microsoft’s new AI-powered Copilot will change Office documents forever following the reveal of the tool in March, and Copilot also is being integrated into Windows itself. But Copilot however is at the moment powered by the cloud and will be a $30 monthly subscription per every user.
The next version of Windows as you should know is the one to watch. A leak has already suggested that Meteor Lake of Intel as well as its built-in neural engine is pointed directly at Windows 12.
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