Original Link: https://www.anandtech.com/show/20060/intel-innovation-2023-keynote-live-blog-830am-pt-1530-utc
The Intel Innovation 2023 Keynote Live Blog (8:30am PT, 15:30 UTC)
by Ryan Smith & Gavin Bonshor on September 19, 2023 10:30 AM ESTKicking off this morning is Intel's annual technology conference, Innovation. The second year of the revived show once again has Intel's CEO Pat Gelsinger leading things off, with what's scheduled to be a 90 minute keynote.
Intel has four major themes for this year's show:
- Accelerating the AI Era
- Transformative Innovation for the Future of Computing
- Hype vs. Reality: Bringing Modern Applications to Market Faster (Edge to Cloud)
- Building and Scaling Industry-Leading Next-Generation Systems and Platforms
Expect to see AI everywhere - both in regards to silicon and promotional efforts. AI is the golden goose of the tech industry at the moment, and everyone is either making massive profits off of AI harfdware (NVIDIA), or wants to be (more or less everyone else, including Intel).
Meanwhile, on the product front, this is the year that Intel's Meteor Lake client platform is scheduled to launch. The first Intel CPU built on their EUV-enabled Intel 4 process, Meteor Lake is also Intel's first disaggregated CPU, breaking up what would be a monolithic CPU into several chiplets. Coupled with a new VPU/NPU for AI, Meteor Lake will be a chip of several firsts for Intel when it arrives.
11:28AM EDT - And things should be kicking off here in a couple of minutes
11:28AM EDT - The keynote is scheduled to begin at the bottom of the hour, but people are still coming in
11:29AM EDT - Once again, Intel is at the San Jose Convention Center for this year's conference, which is Intel's front yard, relatively speaking
11:30AM EDT - Also joining me on live blog duty today is a very tired Gavin Bonshor
11:31AM EDT - And here we go
11:31AM EDT - Opening wth a trailer
11:31AM EDT - Pat Gelsinger is writing on a whiteboard
11:32AM EDT - And now it's a Gelsinger training montage for the Innovation keynote
11:33AM EDT - And here's Pat
11:34AM EDT - He's always very energetic. This year is no different
11:34AM EDT - "We have exciting achievements to share with you today"
11:34AM EDT - "We have a lot to cover today"
11:35AM EDT - Now on stage, Rich Felton, the Director of Sporst Science and COO at ai.io
11:35AM EDT - Also, the embargo on something called "Meteor Lake" has just dropped: https://www.anandtech.com/show/20046/intel-unveils-meteor-lake-architecture-intel-4-heralds-the-disaggregated-future-of-mobile-cpus
11:36AM EDT - All about using Intel's technologies within their product stack
11:37AM EDT - ai.io benchmarked Gelsinger in relation to soccer players
11:38AM EDT - Report date: 27 May 2022?
11:38AM EDT - Cognative metrics are quite high, however
11:40AM EDT - Now on to the subject of the economy and the size of the silicon industry
11:40AM EDT - $574B trillion silicon industry
11:41AM EDT - The "siliconomy"
11:41AM EDT - 4x increase in managed devices over the past 5 years
11:42AM EDT - Computers in everything
11:42AM EDT - AI is representing a generational shift in how computing is used
11:42AM EDT - A simple rule: Developers rule
11:44AM EDT - Discussing the Intel Dev Cloud
11:44AM EDT - Intel's cloud hardware service for software development
11:44AM EDT - Now in general availability
11:45AM EDT - 3 tiers of service: freemium, commercial premium, and enterprise
11:45AM EDT - (Freemium isn't free)
11:46AM EDT - "You're not my best friends"
11:46AM EDT - Giving everyone here a week of free access to the dev cloud
11:46AM EDT - Now Intel is going to have a bit of a "Shark Tank" event
11:47AM EDT - 3 companies. They will pick a winner at the end of the morning
11:47AM EDT - Bachelor #1: Deep Render
11:47AM EDT - AI-based compression for video
11:48AM EDT - Now rolling a trailer
11:48AM EDT - Deep Render wants to do an AI-only compression pipeline
11:49AM EDT - At 5x smaller file sizes right now (not sure compared to what)
11:49AM EDT - Now on to Intel's Gaudi AI accelerators
11:50AM EDT - "The last 10 years of AI have been incredible"
11:51AM EDT - Intel has formed a new partnership with Stability.ai. They'll be building a large AI supercomputer, expected to be one of the top 15 AI supercomputers in the world
11:51AM EDT - Dell is now delivering systems with Gaudi accelerators as well
11:52AM EDT - Now on to Xeon
11:52AM EDT - Recapping 4th generation Xeon (Sapphire Rapids) progress
11:53AM EDT - Sapphire Rapids was released in volume earlier this year
11:53AM EDT - Now for another partner spot: Alibaba, who is using Xeon for their AI workloads
11:53AM EDT - Rolling trailer
11:55AM EDT - (Keep in mind that SPR introduced Intel's AMX matrix units, so they're not doing AI solely on traditional serial cores)
11:55AM EDT - Showing the latest Gaudi roadmap
11:55AM EDT - Gaudi 3 in the works on 5nm (presumably TSMC)
11:55AM EDT - Silicon is just out of fab
11:56AM EDT - Falcon Shores in 2025
11:56AM EDT - Gelsinger: Moore's Law is Alive and Well
11:57AM EDT - Bachelor #2: Scala Biodesign
11:57AM EDT - Rolling trailer
11:58AM EDT - Computational biology
12:00PM EDT - Now back to hardware with AI in the PC
12:00PM EDT - "What if we put it in the hands of every human on Earth?"
12:02PM EDT - "We see the AI PC as a sea change moment"
12:02PM EDT - What's the killer app? Intel needs developers to create it
12:03PM EDT - Demo time
12:03PM EDT - Taking a look at a couple of new AI PC applications
12:03PM EDT - Running Audacity with a plugin for Riffusion
12:04PM EDT - Looks like it's going to be a music generation demo
12:04PM EDT - A song in the style of Taylor Swift
12:05PM EDT - Meanwhile, another machine with GIMP and an OpenVINO plugin for Stable Diffusion
12:05PM EDT - Text to image demo
12:06PM EDT - Now playing the generated song. It's not bad, it's not great. But it's a lot better than what could be done on a local system 5 years ago
12:06PM EDT - As for the Stable Diffusion demo, a giraffe in a cowboy hat
12:06PM EDT - World's first showing of a Lunar Lake system
12:07PM EDT - Stable enough and running to showcase AI demos
12:07PM EDT - Lunar Lake is Intel's next next gen platform
12:08PM EDT - The successor to Arrow Lake (2024)
12:08PM EDT - Now on to the immediate future: Meteor Lake
12:08PM EDT - Launching December 14th
12:08PM EDT - (So just in time to count for 2023)
12:08PM EDT - Carrying the Core Ultra branding
12:09PM EDT - Gelsinger is discussing Microsoft's Co-Pilot software and how it runs on Meteor Lake
12:09PM EDT - Meteor Lake is a whole bunch of firsts for Intel. Intel 4 process (with EUV), chiplet client CPU, using Foveros packaging, first CPU with a high performance NPU block
12:10PM EDT - Now bringing out some ecosystem partners to talk about upcoming systems
12:10PM EDT - Starting with Jerry Kao of Acer
12:11PM EDT - (If Lunar Lake is working, that means Intel has 18A process chips working)
12:12PM EDT - Jerry is running a Meteor Lake laptop demo
12:12PM EDT - Another Stable Diffusion demo
12:13PM EDT - "Please press the button"
12:13PM EDT - And done. Quite quickly
12:13PM EDT - Acer's demo includes a parallax view ability
12:14PM EDT - And that was Acer's upcoming Swift laptop
12:14PM EDT - "But this is just the beginning"
12:14PM EDT - Wafers!
12:15PM EDT - Arrow Lake wafers. Intel's 20A process node
12:15PM EDT - RibbonFETs and PowerVias
12:15PM EDT - 2025 offering: Panther Lake
12:15PM EDT - Sending it to fabs in Q1 of 2024
12:15PM EDT - Using Intel 18A process
12:16PM EDT - So Meteor -> Arrow -> Lunar -> Panther by the end of 2025
12:16PM EDT - Now back to Xeons
12:16PM EDT - Emerald Rapids is finally confirmed as the 5th generation Xeon
12:17PM EDT - Also launching December 14th
12:17PM EDT - One of the last Intel 7 products
12:17PM EDT - EMR should bring "huge PPW improvements"
12:17PM EDT - Same platform as Sapphire Rapids, so allowing rapid adoption
12:18PM EDT - Meanwhile, the 2024 Xeons will be a next-gen platform with Granite Rapids and Sierra Forest
12:18PM EDT - P-cores and E-cores respectively. Using a shared platform, and the same I/O die
12:18PM EDT - Built on Intel 3 process technology
12:19PM EDT - Pat has a wafer of this as well
12:19PM EDT - Platform name: Birch Stream
12:19PM EDT - Following that will be Clearwater Forest in 2025, a second-gen E-core part using the same platform
12:20PM EDT - Sierra Forest will offer up to 288 cores on a single chip. using 2 dies
12:20PM EDT - (A core for every business day of the year)
12:20PM EDT - Now pivoting to the subject of security
12:22PM EDT - There will be a second keynote tomorrow, with a focus on software. So more details to come then
12:24PM EDT - Now another partner: Rewind AI
12:24PM EDT - Talking about hearing aids
12:24PM EDT - Rewind records you screen and keeps a record of it. Then you can ask Rewind about anything you've seen
12:24PM EDT - Demo time as well
12:25PM EDT - Ahh, anything seen, said, or heard
12:26PM EDT - Asking Rewind about Innovation sessions that were previously viewed
12:26PM EDT - That was apparently server-hosted GPT-4
12:27PM EDT - Now switching to a local demo, Wi-Fi off
12:27PM EDT - Running on a Core Ultra
12:27PM EDT - It knows that Pat's favorite sound is his granddaughter calling him papa (Pat had mentioned this off-hand earlier in the keynote)
12:29PM EDT - Now on to hearing aids again. How AI can improve the hearing aid experience
12:29PM EDT - Live demo with Starkey labs
12:31PM EDT - Head tracking AI, switching the mode of the hearing aids between ambient and focus modes
12:31PM EDT - Running on the NPU in the Core Ultra
12:32PM EDT - Pat's chat partner was talking in French while Pat was off doing something else
12:32PM EDT - The demo app translated it to English
12:33PM EDT - Showing off an AR visor as well
12:33PM EDT - A gimpse into sensing in the future
12:33PM EDT - Bachelor #3: Antaris (Software for Space)
12:34PM EDT - Antaris staff talking about their company and their vision
12:35PM EDT - Software-driven engineering for satellites and other space hardware
12:35PM EDT - Make all your mistakes in the cloud before you ever make a real satellite
12:36PM EDT - Making it easier to get more satellites in orbit providing services
12:37PM EDT - Now on to Intel + Arm
12:37PM EDT - Arm is supporting the OpenVino platform
12:38PM EDT - Models are going to run on everything from CPUs to NPUs and FPGAs
12:39PM EDT - Hybrid AI
12:39PM EDT - Intel will be releasing a hybrid AI SDK early next year
12:39PM EDT - (Where's oneAPI?)
12:40PM EDT - Next decade or two of development will not be cloud-native; it will be edge-native
12:41PM EDT - A lot of work to make the edge more accessible and supportable. Enter Project Strata
12:41PM EDT - Launching in early 2024
12:42PM EDT - Now for another partner demo. Fit Match.ai
12:43PM EDT - Fit Match concierge solution
12:44PM EDT - Tools to help with the issue in retail of clothes that don't fit
12:44PM EDT - Give customers a full body scan and then show a curated selection of clothing that will fit their shape
12:45PM EDT - Using a scan of Pat to show a selection of activewear
12:46PM EDT - (There's a Windows activation message in the background)
12:46PM EDT - And now back to the Dating Game (Intel Ignite)
12:47PM EDT - "They're all amazing"
12:47PM EDT - 2023 Ignite award winner: Deep Render
12:47PM EDT - 2023 Intel Startup Innovator award
12:48PM EDT - Pat previously worked on video conferencing (there's a CNET Central clip of him showing it off somewhere in my archives...)
12:48PM EDT - So this is near and dear to his heart
12:49PM EDT - Now for a live demo of Deep Render technology
12:49PM EDT - Using a Core Ultra demo laptop
12:49PM EDT - Using the NPU
12:49PM EDT - Deep Render can now bring their tech to hundreds of millions of users thanks to Core Ultra's NPU
12:50PM EDT - Looks like they're doing AI upscaling and denoising?
12:52PM EDT - Now on to fab stuff
12:52PM EDT - A look at Intel's current fab roadmap and what comes next
12:52PM EDT - Meteor Lake ramping in Oregon, working on getting it transfered to Ireland
12:52PM EDT - Looking beyond 5 nodes in 4 years
12:52PM EDT - Intel 18A: 5th node in roadmap
12:53PM EDT - Almost done with 0.9 PDK
12:53PM EDT - 18A silicon on track to go into the fab in Q1'2024
12:53PM EDT - High-NA EUV update: development with 18A. Production will now be with post-18A "Intel Next"
12:54PM EDT - (Does this mean Lunar Lake is in fact 20A?)
12:54PM EDT - Working on the next version of PowerVia as well
12:54PM EDT - Dr. Ann Kelleher's Christmas present: first High-NA EUV machines
12:56PM EDT - Recapping yesterday's glass core substrate anouncement
12:56PM EDT - Glass core substrates in HPC chips by the end of the decade
12:57PM EDT - Now switching to chiplets and the UCIe standard for an open chiplet connectivity standard
12:57PM EDT - Still early in UCIe progression
12:57PM EDT - But Intel has their first test chips
12:58PM EDT - Intel 3 die combined with EMIB and a TSMC N3E die
12:58PM EDT - Intel is looking to push the envelope on 3D silicon
12:59PM EDT - Now a word on neuromorphic computing
12:59PM EDT - Loihi 2 on Intel 4, and the stackable 8 chip Kapoho Point
01:00PM EDT - And Intel is working on quantum computing as well
01:00PM EDT - Probably post-2030 for quantum supremacy
01:01PM EDT - Intel is doing silicon qbits
01:01PM EDT - "If we get this working, we can do it at scale"
01:01PM EDT - Intel Tunnel FAlls, a 12 qubit device, 50x50nm. 95% yield rate across the wafer
01:02PM EDT - And a Quantum SDK stack is in development, as well
01:02PM EDT - And now for the Intel Innovation Lifetime Achievement Award
01:02PM EDT - Last year Linus Torvalds won it
01:03PM EDT - For 2023: Dr. Fei-Fei Li, Inaugural Sequoia Profession in the CompSci department at Standford University
01:03PM EDT - And the co-director for Stanford's Human-Centered AI
01:04PM EDT - (Who, coincidentally, is giving an industry luminary session coming up next)
01:04PM EDT - Pat is now recapping and wrapping things up
01:07PM EDT - And that wraps up the Intel Innovation 2023 opening keynote with Pat Gelsinger, Intel's CEO.
01:08PM EDT - As always, thanks for joining us Don't forget, our piece detailing Intel's Meteor Lake disclosures can be found here - https://www.anandtech.com/show/20046/intel-unveils-meteor-lake-architecture-intel-4-heralds-the-disaggregated-future-of-mobile-cpus