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TSMC Reports Second Quarter 2023

An interesting comment on AI which does not bode well for Intel and AMD:

C. C. Wei "Our model is based on the data center structure. We assume a certain percentage of the data center processor are AI processors. And based on that, we calculate the AI processor demand. And this model is yet to be fitted to the practical data later on. But in general, I think the - our trend of a big portion of data center processor will be AI processor is a sure thing. And we can cannibalize the data center processors. In the short term, when the CapEx of the cloud service provider are fixed, yes, it will. It is. But as for the long term, when their data service, when the cloud services having the generative AI service revenue, I think they will increase the CapEx, that should be consistent with the long-term AI processor demand. And I mean, the CapEx will increase because of a generative AI services."
 
Daniel Nenni said:
An interesting comment on AI which does not bode well for Intel and AMD:

C. C. Wei "Our model is based on the data center structure. We assume a certain percentage of the data center processor are AI processors. And based on that, we calculate the AI processor demand. And this model is yet to be fitted to the practical data later on. But in general, I think the - our trend of a big portion of data center processor will be AI processor is a sure thing. And we can cannibalize the data center processors. In the short term, when the CapEx of the cloud service provider are fixed, yes, it will. It is. But as for the long term, when their data service, when the cloud services having the generative AI service revenue, I think they will increase the CapEx, that should be consistent with the long-term AI processor demand. And I mean, the CapEx will increase because of a generative AI services."
Click to expand...
Intel appears to be going down a CPU-based path, which I suspect is one of several (GPUs, Habana engines, FPGAs), and is an interesting bet. For the technically-minded in AI applications, this is an interesting article by an Intel researcher. It is a little bit contrived, but still relevant, IMO.

community.intel.com

Intel Xeon is all you need for AI inference: Performance Leadership on Real World Applications

Sanchit Misra is a senior research scientist and leads the efforts in computational biology/HPC research at Intel Labs. Highlights: Intel is democratizing AI inference by delivering a better price and performance for real-world use cases on the 4th gen Intel® Xeon® Scalable Processors...
community.intel.com
 
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