Intel's Crazy Plan for AI Chips IS WORKING! (Supercut)

Summary

Intel CEO Pat Gelsinger outlines the company's bold vision to become the world's leading chip manufacturer and foundry. He announces major advancements like the Intel 18A and 14A processes, extending Moore's Law into the angstrom era, as well as partnerships with Microsoft and Arm. Other Intel leaders then detail plans to revolutionize the foundry business through advanced 3D packaging to enable new 'systems of chips', immersion cooling, and other innovations to pave the way for ubiquitous AI while addressing sustainability.

Takeaways

• 😊 Intel is investing heavily in AI compute, energy and data centers to meet demand for AI services
• 😎 Intel believes AI will be one of the greatest tools invented, enabling abundant intelligence
• 😏 Intel encourages cautious optimism about AI to ensure responsible development
• 🤓 Intel is focused on delivering 5 leading edge nodes in 4 years to regain process leadership
• 👷‍♂️ Intel aims to become the #2 semiconductor foundry in the world
• 🌎 Intel wants to build the world's most resilient and sustainable foundry supply chain
• 🚀 Intel is venturing into the angstrom era with new transistor architectures
• 📈 Intel is expanding and enhancing its process nodes roadmap to ensure customer access
• 🔌 Intel offers advanced assembly, test and packaging technologies for AI systems
• ✨ Intel aims to optimize systems-on-chip and build interconnected systems-of-chips for AI

Q & A

What is the main purpose of Intel Foundry Services?

The main purpose is to establish Intel as a leading foundry provider that can enable the development of advanced semiconductors and help build resilient, sustainable, and trusted supply chains.

Why does the industry need more 'resilient' supply chains?

Because currently 80% of semiconductors are produced in a small, concentrated area in Asia. This centralization creates risks, so there is a need for more geographically distributed capacity to improve resilience.

What is 'angstrom era' referring to?

The angstrom era refers to the next generation of process nodes that measure features in the atomic-scale range of angstroms (less than 1 nanometer), including Intel nodes 20A and 18A.

How will new transistor architectures benefit computing?

The new transistor architectures like 'ribbonFET' will enable faster, more efficient computing at the atomic scale to power things like AI and advanced workloads.

Why is advanced packaging becoming so important?

Because monolithic chips are hitting limitations in terms of yield, cost and thermal constraints. Advanced multi-chip packaging allows for greater flexibility and performance by combining different chips/chiplets.

What is the 'UCIe' interconnect Intel mentioned?

UCIe is an open chiplet-to-chiplet interconnect standard Intel introduced, aiming to provide high-speed connectivity comparable to a PCI Express-like interface for multi-chip packages.

How will Intel Foundry Services help enable more efficient AI systems?

By developing advanced packaging, cooling, memory and interconnect solutions tailored for AI workloads that allow customers to build lower cost and more power efficient systems of chips.

Why did Intel partner with Arm?

Because Arm CPU and GPU IP is ubiquitous in the semiconductor industry. The partnership helps provide Arm customers with access to Intel's leading foundry capabilities.

What is CSS from Arm?

CSS stands for Compute Subsystem and refers to Arm providing full verified and validated subsystems incorporating CPUs, GPUs, interconnects etc. rather than just separate IP blocks.

How will AI change engineering design cycles?

AI will significantly enhance engineers' productivity by automating time-consuming tasks, reducing errors, and amplifying creativity to accelerate innovation.

Outlines

00:00

😀 Introducing the video and key questions

The first paragraph is an introduction to the video, welcoming Sam and asking him a few key questions about the $7 trillion investment in AI, why we should be optimistic about AI, and how to address concerns people may have about AI.

05:01

😊 Discussing Intel's progress with process technology

The second paragraph discusses Intel's progress in advancing its process technology, detailing the multiple new nodes and process improvements the company has made and will make down to the angstrom era with ribbons and transistors.

10:01

🏭 Presenting the strategy for becoming a leading foundry

The third paragraph presents Intel Foundry Services' strategy for becoming the number two foundry in the world, discussing the need for resilient and sustainable supply chains and Intel's unique packaging and interconnect capabilities.

15:02

💡 Explaining the concept of a systems foundry

The fourth paragraph explains the concept of a systems foundry, detailing how it involves breaking up monolithic devices into chiplets and tiles across advanced nodes and packaging them together to enable customers to optimize and scale AI systems.

20:03

🔋 Addressing efficiency and costs to make AI ubiquitous

The fifth paragraph discusses how making AI ubiquitous will require greatly improved efficiency and reduced costs for AI compute, detailing estimates for massive future power needs and Intel's 5 year roadmap to improve efficiency.

25:04

👥 Partnering with Arm to fuel innovation

The sixth paragraph discusses Intel's new partnership with Arm to fuel innovation through co-investments, joint programs, IP and shuttle scaling to support the growth of AI and advanced packaging.

Keywords

💡Moore's Law

Moore's Law refers to the observation by Intel co-founder Gordon Moore that the number of transistors on an integrated circuit doubles about every two years. In the video, this concept is mentioned several times in relation to Intel's relentless pursuit of more efficient, capable and scalable computing to meet the growing demands of AI. For example, the CEO asserts that despite concerns, "Moore's Law is alive and well" thanks to innovations like new materials and molecules.

💡AI

AI or artificial intelligence is presented as a major driving force behind the growing demand for advanced semiconductors. The video emphasizes how AI is enabling new innovations and intelligence that will "reshape significant parts of the way we live and work." Intel aims to support the AI explosion through its foundry capabilities and advanced process technologies.

💡Foundry

In the semiconductor industry, a foundry refers to a factory where chips are manufactured or "fabricated" for other companies. A key theme in the video is Intel's vision to become the world's leading foundry through its advanced fabrication processes and packaging technologies that can meet the exponential capacity needs of AI systems.

💡Packaging

As transistor scaling slows down, advanced semiconductor packaging is emerging as a key technology ingredient. The video mentions how packaging innovation allows integration of chiplets and continues to get more significant as AI workloads require systems of chips connected together.

💡Nodes

"Nodes" refers to the manufacturing process nodes, defined by the smallest feature size that can be produced on a chip. The CEO emphasizes Intel's roadmap of bringing five leading-edge nodes - processes - to market in four years as part of its plan to regain process leadership.

💡EUV

EUV or extreme ultraviolet lithography is mentioned as an advanced manufacturing technique used for Intel's most cutting-edge 3nm and 20A process technologies, requiring additional complexity and steps.

💡Chiplets

Chiplets refers to the concept of breaking up a large monolithic chip into smaller tiles that can be packaged together using advanced integration. The video presents chiplets and chiplet standardization as key to enabling large-scale AI systems spanning over 100,000 CPUs.

💡Sustainability

The video emphasizes the need for sustainable and energy-efficient chip manufacturing and data center solutions to bring AI capabilities to fruition without exponentially growing electricity consumption beyond what's viable.

💡Resilience

There is strong focus on resilience - via distributed manufacturing capacity and supply chain diversity - to ensure reliable access to leading-edge chips, unlike the current concentration of production in Asia.

💡Standards

Common standards are presented as necessary not only between chiplets but also inside them to enable interoperability between AI system components (CPUs, memory, fabric, etc.) across cloud vendors. Intel positions their role as a standards leader.

Highlights

Investing a lot of money in AI compute, energy data centers is going to be important to deliver the services people want

This is a worldwide investment to help many many different efforts many different people, and not just chips

AI could soon be one of the greatest tools humans have yet invented

People are right to be cautious about AI. I think this is going to be an extraordinarily powerful technology

Getting AI systems out there early so people can adapt and think and provide input

Announcing Intel 14a, venturing deeply into the angstrom era with 1.4 nanometer technology

AI era needs advanced wafers but it even needs more systems and packaging capabilities, an area Intel is the clear leader in

You can no longer do just monolithic devices, you have to break it up for thermal profiles, costs and flexibility

To train models with 100,000 CPUs now and potentially up to 10 million in future requires standards everywhere from chips inside to chips outside

Argonne National Lab used a 66,000 chip system to model fusion reactions and cancer curing drugs at the molecular level

Bringing AI everywhere requires figuring out how to do it cost effectively

Announcing partnership with ARM to bring design capability and education out to all their customers

Time waits for no one. Reducing design times through partnerships is hugely beneficial

The only limitation to what we can do with AI is your imagination

Change from AI will only accelerate as it impacts your work, business and life

Transcripts

hey Sam thanks so much for joining us of

course and uh Hey a couple of quick

questions you know the first one is 7

trillion what's this all about anyway

look uh as as I'm sure you all know you

shouldn't believe everything you read in

the Press really we do think the the

kernel of Truth is that we do think that

investing a lot of money in AI compute

energy data centers is going to be

important to deliver the the amount of

services people want and the tools that

we all are going to really I think get a

huge amount of value out of to help

create better Futures mhm so there's a

lot of investment to be made here I

think so but it's across a lot of stuff

it's not I mean it's a this is like a

worldwide investment to help many many

different efforts many different people

and not just chips of course but sort of

the whole infrastructure stack around it

okay second question you and I are both

Tech optimists a little bit so why

should we be Tech optimists about AI I

think this is going to be one of the

greatest tools humans have yet invented

if if you think about what we we can do

with more intelligence available to us U

more abundant intelligence cheaper

prices things that humans on their own

are not capable of uh we will all be

able to invent new things for each other

that astonish us that's how the future

gets better making things more

intelligent I like it when you say that

uh third question our founder Andy Grove

famously said the paranoid survive right

paranoid about yourself your success but

also paranoid about competition and

things that could go wrong and there are

those who are a little bit paranoid

about AI today what do you say to them I

think people are right to

be cautious about AI I think this is

going to be an extraordinarily powerful

technology I think it's going to reshape

significant parts of the way we live and

work and that our economy runs and part

of our strategy what we call iterative

deployment is that we want to put these

things out into the world early so that

people can adapt and think and provide

input and that uh we can be ready for

the man of change that will come over

time so I think that's great yeah

getting them out there early people test

them that's how things get better yeah

making them itely better well Sam you've

honored Us by joining Intel Foundry date

right the partnership that we have with

you is tremendous we're going to do

great science together great AI machines

together and uh just fundamentally make

the world a better place thank you so

much thank you for having

[Music]

me Moors law alive and well until the

periodic table is exhausted we are not

done with Mo's law we Bend physics we

create molecules we do amazing things

and Moore's Law is alive and well but we

have to do it a different way we have to

enable globally resilient sustainable

and trusted Supply chains and at the end

of our conference today I'm joined by

Sam Altman and he's going to challenge

the capacity needs of the industry and

the system of chips needs new

capabilities new tests and packaging

capabilities and that's what a systems

Foundry does and as we describe this

Vision to become the number two Foundry

of the world we realized there's only a

few companies that can do this that have

the capital capacity that have the R&D

the longevity to go do this and now as

we're in an economic downturn ah welcome

to semiconductors and then the AI

explosion and the cyclicality of the

industry and we've seen the Geo

instability and active Wars in Israel

and Ukraine and the tensions and Taiwan

on Straits this is anything but a

resilient supply chain today and for

that get to be a large meaningful the

second largest Foundry but become the

world's most sustainable Foundry the

world's most resilient Foundry because

that's exactly what the world requires

but stunningly you know in 1990 80% of

the semiconductors are built in us and

Europe today 80% in a small concentrated

area in Asia you know we've seen this

long steady decline right in terms of

our supply chains for the world nothing

should be reliant on a single port to a

single country a single place in the

world we need resilience a resilient

access to supply chains and capacity in

the right regions at the right time and

thus the choice the opportunity to drive

systemic change in where and how we

drive the most important aspect of our

future where the technology Supply

chains are what aspect of your life is

not becoming more

digital well everything is your

Healthcare your financial you're social

and with that we simply call it silicon

ofy silicon and the economy becoming

fused together in an inextricable way

and as stewards of Moore's Law we see

this Relentless pursuit of more

efficient more capable more scalable

Computing and for that we've been on

this journey we also announced that

we're we're going to get five nodes in

four years we're going to do something

unheard of in the industry to return

Intel to process technology leadership

and while we're not finished today we

see the end is soon in front of us on

that journey and Intel 7 shipping and

ramping and volume Intel 4 with our cor

ultr launch shipping and ramping and

volume Intel 3 is production certified

and we'll be with our server products

launching in the first half of the Year

going into volume production so with

this we've gone on Incredible Journey

but then it continues into what we call

the angstrom era and for this Intel 20a

and Intel 18a the adoption of ribbon fed

a new transistor structure of power via

power delivery technology the Embrace of

the first major new transistor re

architecting since 12 this is a Mona

Lisa no no this is a rembrand no no no I

think it's a Michelangelo right sculpted

in Silicon right for these truly are

works of art and I am thrilled for the

progress and with that the finishes 18a

we've already sent into Fab our first

18a products and this is a test tiip for

Clearwater Forest so I'm thrilled this

is what we call a family photo so kids

come to Papa here we go five nodes in

four

years and I do want to announce describe

and give a moment to our latest newest

18a customer

my decades long friend Sacha Nadella

speaking for Microsoft as the newest 18a

customer let's hear from Sacha now thank

you so much Pat it's great to join you

at your launch event it's clear that we

are in the midst of a very exciting

platform shift that'll fundamentally

transform productivity for every

individual organization and the entire

industry uh to achieve this Vision we

will need a reliable supply of the most

advanced high performance and

highquality semiconductors and all of us

at Microsoft are committed to supporting

Intel's efforts to build a strong supply

chain right here in the United States

that's why we're so excited to work with

Intel Foundry services and why we have

chosen a chip design that we plan to

produce on Intel's 18a process uh we

look forward to sharing more details in

the future and I can't wait to see all

that we will be delivering together for

our customers in the years ahead thank

you so very much thank you Sacha so can

I tell you more about what comes after

18a today we're announcing that we're

extending these nodes we're adding major

and minor uh nodes to it a combination

of older and Leading Edge nodes to

ensure our customers have access to the

process technology they need today we

are announcing Intel 14a for the first

time you think about this like four 1.4

nanometer technology but Intel

14a venturing deeply into the angstrom

era 14a first

processing

but we're also announcing that we're

extending our nodes as you see on here

adding P noes enhancements to those

existing adding performance capabilities

adding t- noes uh through silicon via

new feature enhancements with e noes on

the road map filling out that road map

of capability today we're announcing for

the first time Intel 16e enhancements to

our Intel 16 technology as well so we're

filling out that full set of nodes the

road map that we have to go beyond it

but as we've seen as we've gone through

this period of time this AI era

explosion Wafers are cool packaging has

gotten to be really cool so Intel

Foundry offers a broad set now of

advanced assembly and test uh

Technologies Intel 25 years ago drove

the standardization of organic packages

now we're driving the next generation of

glass based packages and with that the

ability to directly inter with Optics

and wave guides directly into the

package construct for the most advanced

system capabilities as well you know and

Intel Foundry has added a number of

additional AI customers to our portfolio

of packaging offerings as well AI era

needs Advanced Wafers but it even needs

more systems and packaging capabilities

an area that Intel is the clear leader

in and this now includes as customers

some of the largest AI leaders in the

world as I include my time on stage

today is a day 3 years in the

making and I couldn't be prouder of the

team at Intel that is ralling behind

this rebuilding of this iconic company

and you're going to hear from a number

of those leaders today bringing together

the world's first system Foundry

capabilities for the AI era and with

that it's my pleasure to introduce to

the stage a friend for decades now and

the the zealous leader of our Foundry

Services none other than Stu pan please

welcome Stu to the

St our people can sense and feel this

momentum you can hear it in their voices

you can see it in their actions they

know that you don't need to be in Taiwan

to build the world's most advanced

semiconductors theyve realized this five

NOS in four years this audacious goal

that Pat laid out you can see the check

marks across all the boxes here we're

ready to earn the right to be your

Foundry supplier nobody's going to give

us that we want to earn it so that's one

perspective I want to offer up a second

perspective and this comes from Chris

Miller the author of the book Chip War

this is a New York Times bestseller fin

Financial Times book of the Year took

Chris 10 years to write it now Chris in

a speech in October said this quote to

the employees said quotequote Intel is

the most important company of the last

50 years so I called Chris I said are

you okay if I say this publicly it's

yeah okay go ahead good publicity for

the book I came back to Intel 3 months

after pat did because I believe this

quote to be true and I believed it long

before Chris said it and what you're

going to hear in the next 40 minutes or

so is all the reasons why Chip War

season 2 is about to begin so let's

start from the

beginning Gordon's original paper was

called cramming more components on

integrated circuits it was published in

1965

every time I read it I'm stunned by how

pressing he was in the last section of

the paper Gordon remarks we come to a

Day of

Reckoning quote unquote it may prove to

be more economical to build large

systems out of smaller functions which

are separately packaged and

interconnected and this is why I believe

we're in the area of the systems Foundry

you can no longer do just monolithic

devices you have to break it up you have

to adust for thermal profiles you have

to address costs you have to have

flexibility and this is all driving a

new level of systems thinking Into The

Foundry business in this systems era you

not only have to have Open Standards

between devices you have to have

standards on the device think about the

fact of to do a training model day

requires 100,000 CPUs all running and

concert all in the same data set the

next round of training models will

require a million CPUs that's something

that requires standards everywhere from

chips inside to chips outside this is

what's necessary

for our customers succeed and this is

the fundamental reason why Intel is a

systems company turning into a Foundry

not the other way around so now that we

described system thinking let's look at

how the original Foundry model was

created now since CC way has been kind

enough to mention Us in his last few

earnings calls I thought i' return the

favor and talk about tsmc in my

presentation now this was a presentation

that Morris chain gave at MIT MIT last

October and in it he describes The

Foundry model he says it's research and

development it's waer fabrication it's

Advanced

packaging and he says in the red line

that's what tsmc does and said in the

blue line Intel everybody else does

everything else you might even call that

an IDM 1.0 kind of manufacturer now tsmc

has been incredibly successful with this

model discipline execution discipline

strategy consistent Innovation but to

quote Bob Dylan The Times They are

changing

let me tell you

why this there's an idea of Systems

Technology co-optimization where you

look at application workload Software

System architecture memory interconnect

all these different things what happens

today is people focus on their layer and

maybe the layer up on top of it in fact

this is really what a classic Foundry

does today but we're now in the realm of

the exponential Sam alman's going to

come out later on this afternoon and

talk about he doesn't have enough

capacity to do what he wants to do you

have to look at all of these

combinations you can get a couple of

things right but to do a system that

coordinates the activities of solving a

training model across 100,000 CPUs

requires you to get all the gear ratios

right if you're mismatched in memory if

you're mismatched in networking you wind

up throwing away valuable cycles and

valuable resources so we got to get 100x

more out of what we're doing so we

described the evolution now let's build

out the strategy and talk about what's

the revolution in all this we like to

think about this in three basic

layers first off we have to be a

world-class foundary right Rowan Chen

the COO of Qualcomm talks about the fact

that silicon speaks and silicon speaks

in four different ways performance power

area and cost without that you're not in

the business the next layer of the

pyramid is all about resilient

sustainable suppli this need to have

capability around the world to build

this and to build it in a sustainable

fashion the top layer of the pyramid is

this idea of systems of chips we're

putting system inside a chip and we're

working with our Foundry Partners to

create systems of chips so let's walk

you through what that means now I talked

earlier about this Day of Reckoning what

that means it's happening now we can no

longer do designs at a monolithic level

we are now at retical limited designs

design sizes that are 800 square millim

of silicon because we have to move

Beyond Ral limits and thermal

constraints and by the even cost

constraints because when you're building

these really big die sizes they're

really expensive isn't there a better

way to take advantage as Pat talked

about to take smaller tiles on the more

advanced notes get better yields out

them package them together have more

flexibility to do all that really

requires if you will a system amount of

chips so you can see in the animation

here how we build it out and this is

literally how we're going to build out

in the factory the idea of a substrate

the idea of Base dieses the idea of

logic tiles the idea of IO tiles on the

side why do this it gives our customers

the ability to optimally trade for what

they need for their design the things

that you do for a training engine will

be different than what you do for an

inference engine and only by having all

these levers to go pull can you get this

done we learned a lot through a device

called ponovo or as The Branding people

call Intel data center GPU Max series

it's ANC it's 100 billion transistor s

so it's dozens of chiplet tiles 47 of

them it's multiple suppliers by the way

we coexist with tsmc in the same package

right we develop testing techniques to

go off and do that we do this idea of

singulated die test what does that mean

it means every single die that goes into

that package is a known good die why is

that important because you want every

one of them to be good the assembly test

shield on this device is 95% plus it is

the Super Bowl of integrated design now

what do you do with it well if you're

argon National Labs and our partners at

HP you build a really big supercomputer

and they built a computer that was

66,000 Pacos 20,000 Sapphire Rapids and

it looks like

this okay what do you do with something

like that well you solve some really

hard science problems if you want to

model the airf flow across the wing you

can do that on a workstation if you want

to model the air flow across a plane you

do it on this if you want to model

Fusion reactions which are pretty tricky

things to model you do it on a device

like this if you want to model if you

want to model cancer curing drugs at the

molecular level you do it like

this it's 600 tons of compute it's four

tennis courts it is the weight of an

Airbus it has 300 miles of optical cable

it takes 34,000 gallons a minute to Cool

by the way your faucet at home it's a

gallon a minute 34,000 gallons a minute

so when we talk about how to design the

stuff we have to find ways to make this

more power efficient to make this more

cost effective this today is the second

fastest super computer in the world by

the way at 100,000 CPUs roughly to

handle the demands of AI we're going to

go far beyond that and that's why this

idea of scalability is so

important now let's go through the top

of the pyramid this idea of systems of

Chip systems of Chip require as Pat

mentioned great packaging technology

we've created standard called UCI which

allows chipto chip connectivity think of

it as the PCI Express of what we did

back in the mid 90s this idea that you

can add mix and match by the way you can

mix and match different Foundry

suppliers we like that because we're

sort of an underdog in all this some of

our competitors not so much

but our customers want this kind of

flexibility so as you can see from the

rendering what we're doing is

taking systems on a

chip and Building Systems of chips why

do you need systems of chips because

it's the same problem I mentioned

earlier you need to train models with

100,000 CPUs now and a million

potentially down the road and maybe up

to 10 million when you're moving a

coordinating data across all of these

devices you need to have standards and

connectivity and that's what we provide

and really when you think about it what

is what's it going to take to bring AI

everywhere how do you make it cost

effective how do you make it capital

efficient yes yeah I know Sam's asking

for trillions but we want to make sure

he's spending all that money in the most

costeffective manner possible so let's

break that

out you have data center chips doubling

year on-ear but the efficiency needs are

the things that are really eye-catching

New York Times ran an article that AI

could soon need as much electricity as

an entire countries so I'm sure you're

curious like which countries Sweden the

Netherlands Argentina if you were to run

all of the AI servers that market

estimates have on djx2 dx100 those kind

of devices you would take 85 to 134

terawatt hours terawatt hours by the way

the great state of California its entire

power generation capability to day is 30

tratt hours for the entire state so

bringing AI everywhere is going to

require us in our Foundry Partners to

figure out how to do this cost

effectively this is what this road map

is going to take and this I think is

what makes us different than other

Foundry approaches you have to start off

across first off with table sticks as I

mentioned you have to start off with a

great process add to that packaging

which is we believe a unique differ for

us why we build a lot of server parts

and we're taking everything that we

learn from our server business and

offering up to our Foundry Partners

these are table stakes and this is what

it takes to be a Foundry player we have

this planned out literally across all

these dimensions for the next 5 years

let's talk about cooling I mentioned

that that argon needs 34,000 gallons a

minute to cool it off the next wave of

devices are going to have to be immersed

and cooled and today Intel Zeon product

line is the only product that offers an

immersion cooling warranty immersion

cooling allows us to deliver power much

more effectively in a data center we're

going to take what we've learned there

and we're going to offer that up to our

Foundry customers so that when we start

looking at 2,000 watt devices 5 years

from now we're going to have a way to

cool those memory how do perhaps do we

put memory on the device itself so it's

more computationally cost effective and

over the next five years you're going to

hear us talk a lot about new

technologies and new ways to increase

memory bandwidth why decreasing the need

for energy consumption a five-year kind

of

look

interconnects interconnects between

chips the idea of having high-speed

series highspeed interconnect all the

things that you expect from a Foundry

provider is what we're going to give you

and we're going to not plan out for just

what's out there today keep in mind as a

standards company we do this across all

different standards and it's our job to

make those standards available to all of

you and last you know networking think

about a net card that's capable of

handling demands of AI modeling what you

do with ethernet today isn't good enough

so working closely with a number of

ethernet standards Partners to figure

out ways how do we make ethernet more

capable

to develop the idea of systems of chips

and ethernet provides that lowcost high

bandwidth potential to go off and do

that add to that fonics add to that

Technologies beyond that here again it's

another 5-year road map this morning

we're announcing a new partnership with

arm merging business initiative how do

we take advantage of all the programs

that arm has to offer to bring design

capability design education out to all

of their customers we're doing this with

arm we will make co-investments we'll do

joint programs we'll provide shuttles at

scale arm will provide IP at scale and

this is how we're going to fuel this

next wave of innovation and it's truly

exciting so I'd like to now is invite R

to come up on stage with me hello sir so

good to have you here so Renee first off

in what kind of universe would you have

ever thought that you'd see arm and

Intel standing together but you we

rapidly came to the realization that 80%

of the way for tsmc runs has an armed

device in them there is no way you can

be in The Foundry Business Without A

partnership with arm and I think you'd

like to probably tell us about a few of

them starting with perhaps the

announcements you made this morning yeah

well thank you for having me as you said

this is a bit of strange bedfellows I

was trying to think of a parallel that I

might give relative the story and only

thing I could kind of think of is when

Walt Mossberg asked Steve Jobs what it

was like to see iTunes run on Windows

and I think he said it was like an ice

waterer in hell but I won't go that far

I won't go that far the announcements

that we made earlier today was around

our neoverse product line which is the

product line that we use for the data

center which has just been exploding it

was in a very very high growth

trajectory prior to the AI wave and now

it's become even stronger the Nee V3

that we announced today which is 50%

faster than the neoverse N2 and then our

N3 which is 20% faster but also much

more efficient and when you think about

these AI data centers which are pulling

hundreds of megawatts and and more

efficiency matters so yeah today was a

big day for arm we're working on on on

Cutting Edge technology when you talk

about 18a and and system foundering the

packaging this is uh the tip of the

spear in terms of innovation and you

guys have been terrific uh it has been

an absolute joy to work with your groups

the level of engineering engagement the

depth of the technical discussions uh

the information that we get uh we would

not be able to announce the partnership

that we've forged without it we talked a

little bit about Faraday let's talk a

little bit about what the world faray

plays in neoverse and CSS and why what

maybe to find for the a what is CSS and

why is it so important for everybody

here in the audience yeah so we

announced uh a new strategy some months

ago around what we call compute

subsystems and the way to think about

this is essentially rather than arm

delivering blocks of Ip uh a mesh

Network a memory controller the CPUs

themselves we deliver a full subsystem

fully verified completed that is if you

want 64 cores 96 cores 128 cores for a

CPU we deliver everything in terms of

that system validated verified and it

will work now one of the big benefits of

this is simply the fact that time waits

for no one the classic classic quote the

amount of time it takes to design these

s so's is really really hard and it's

really really long if we're delivering

final IP to a customer they still need

to put all those pieces together if we

can put all of that together for them

prior at the same date they would have

got the block of Ip that's a huge huge

benefit and then when you add on to it

the processing cycle times that are

getting longer and longer I know you

guys are doing your best but you know

more euv steps means more complex time

through the Fab and that just means that

ultimately the processing times are long

you have complex packaging you know that

adds a lot of time so anything you can

do on the front end to benefit the

design time is is really beneficial so

we announced this program called uh arm

total design of Which Intel is a partner

and in that model customers can come to

their partners and work with those folks

to get their design out and that's what

Faraday is so Faraday is basically doing

that they'll be able to put their IP

together with our blocks and something

that just end quote works and everyone

wins the product's out faster it's

compliant and it's going to work

outstanding or Rene thank you for coming

and joining us on today today pleasure

totally appreciate the partnership and

everything we're doing together

everything we're going to do together

thanks again thanks all

[Music]

so to finish out my talk I'd like to go

back to where I started this is an ad

rolled at the Super Bowl 1997 the year

the Green Bay Packers beat the Patriots

the halftime show was The Blues Brothers

and James Brown and it was eight years

after Taylor Swift was

born I had to do it you can't associate

superos without Taylor Swift and this

commercial was

iconic but you know things have changed

a lot over the last several years and

that change is only only going to

accelerate as AI impacts your work your

business your life how AI impacted the

design cycle AI improves the capability

for your engineers to do so much more

with so much less effort so we decided

to do with this commercial was take a

generative AI view of it so this

commercial no buy people were harmed we

did 100% AI rendered it was done by very

creative director Dave Clark out of Los

Angeles and he's a big advocate of using

AI tools not to take away creativity but

to amplify creativity so as you leave

our session today remember this that the

only imitation to what we can do with AI

is your imagination thank

[Applause]

you