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"The market reaction is wrong, lowering the cost of AI will expand the market," Gelsinger wrote. "Today I am an Nvidia and AI stock buyer and happy to benefit from lower prices."
“Open wins every time it is given a proper shot,” Gelsinger wrote. “AI is much too important for our future to allow a closed ecosystem to ever emerge as the one and only in this space.”
So now Pat believes in GPUs for AI? Okay, Pat, what planet are you from, and what did you do with the real Pat Gelsinger? What's next, ASICs are better for a lot of applications than general purpose CPUs?
So now Pat believes in GPUs for AI? Okay, Pat, what planet are you from, and what did you do with the real Pat Gelsinger? What's next, ASICs are better for a lot of applications than general purpose CPUs?
So now Pat believes in GPUs for AI? Okay, Pat, what planet are you from, and what did you do with the real Pat Gelsinger? What's next, ASICs are better for a lot of applications than general purpose CPUs?
Pat will continue to be a cheerleader wherever he goes. His latest move was to invest in an AI startup (Fractile), so this sort of announcement is pretty much in line with a company that specializes in developing in-memory compute for AI workloads.
I don't think so. I've known Pat for 25 years, and not only is he the same old Pat, but he went off to be COO of EMC, then CEO of VMware, and he was still predictable when he went back to Intel as CEO.
Pat will continue to be a cheerleader wherever he goes. His latest move was to invest in an AI startup (Fractile), so this sort of announcement is pretty much in line with a company that specializes in developing in-memory compute for AI workloads.
No matter how many times some concepts are reborn, like in-memory compute, they always sound new and cool at every birth. And in-memory compute is always revolutionary every time it's born.
I recorded a podcast with an AI chiplet CEO today and I asked about the DeepSeek less-data heavy approach to LLMs. Interesting conversation. They just raised $36M+. Impressive people (former Netspeed/Intel) and Jim Keller is on the board ( https://bayasystems.com/about/ ). It should be posted on Friday, definitely worth a look.
I have been asking everyone about DeepSeek and it seems to be overblown as usual. I'm guessing the SEC will be investigating trades during the big AI sell off.
I remember Sam Altman of OpenAI saying that the ChatGPT software was bloated and needed to be optimized. I would bet that is what they are doing now but much more quickly. I'm waiting to see internal memos from Elon Musk berating the xAI leadership. I bet those will be entertaining.
Competition is a good thing but when new technology comes out of China I always give pause.
My suspicion for Pat doing that is because he and Michael Dell are friends. It is unusual to publicly disclose stock positions so directly. Considering the fact that he is the former CEO of Intel and Intel is about to report its earning, I believe a public announcement in this case is inappropriate.
My suspicion for Pat doing that is because he and Michael Dell are friends. It is unusual to publicly disclose stock positions so directly. Considering the fact that he is the former CEO of Intel and Intel is about to report its earning, I believe a public announcement in this case is inappropriate.
Intel fired him. I don't think he is in a happy mood to do things he is not required to do, such as the quiet period before earning announcement. No matter it's a cat or a boat, or a stock, that's his own business.
Intel fired him. I don't think he is in a happy mood to do things he is not required to do, such as the quiet period before earning announcement. No matter it's a cat or a boat, or a stock, that's his own business.
The tech industry's reaction to AI model DeepSeek R1 has been wild. Pat Gelsinger, for instance, is elated and thinks it will make AI better for everyone.
techcrunch.com
Former Intel CEO Pat Gelsinger is already using DeepSeek instead of OpenAI at his startup, Gloo
Gelsinger told TechCrunch that R1 is so impressive, Gloo has already decided not to adopt and pay for OpenAI. Gloo is building an AI service called Kallm, which will offer a chatbot and other services.
“My Gloo engineers are running R1 today,” he said. “They could’ve run o1 — well, they can only access o1, through the APIs.”
Instead, in two weeks, Gloo expects to have rebuilt Kallm from scratch “with our own foundational model that’s all open source,” he said. “That’s exciting.”
www.tomshardware.com
