TechTechPotato | The Downfall of AI Unicorns: Graphcore exits to Softbank @TechTechPotato | Uploaded July 2024 | Updated October 2024, 12 minutes ago.
Mergers, acquisitions, exists. It's the goal of any startup. But for the industry's first AI unicorn, is this the result we expected? After lackluster sales and a big burn rate, Graphcore has finally been sold to Softbank. Here are the details.
graphcore.ai/posts/graphcore-joins-softbank-group-to-build-next-generation-of-ai-compute
[00:00] The State of Startups
[01:10] Graphcore Origins and Hardware
[04:00] Roadmaps: 3nm and WoW
[05:00] Sales, Burn, and Investors
[07:00] The Sale to Softbank
[09:55] My Experience with Graphcore
[11:50] Future Interview?
[12:20] More On The State of AI Startups
[14:45] Minimum Specification
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Welcome to the TechTechPotato (c) Dr. Ian Cutress
Ramblings about things related to Technology from an analyst for More Than Moore
#graphcore #ai #unicorn
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Mergers, acquisitions, exists. It's the goal of any startup. But for the industry's first AI unicorn, is this the result we expected? After lackluster sales and a big burn rate, Graphcore has finally been sold to Softbank. Here are the details.
graphcore.ai/posts/graphcore-joins-softbank-group-to-build-next-generation-of-ai-compute
[00:00] The State of Startups
[01:10] Graphcore Origins and Hardware
[04:00] Roadmaps: 3nm and WoW
[05:00] Sales, Burn, and Investors
[07:00] The Sale to Softbank
[09:55] My Experience with Graphcore
[11:50] Future Interview?
[12:20] More On The State of AI Startups
[14:45] Minimum Specification
-----------------------
Support the channel at either of the following:
shop.techtechpotato.com for branded t-shirts and mugs!
more-moore.com : Sign up to the More Than Moore Newsletter
patreon.com/TechTechPotato : Access to the TTP Discord server!
Follow Ian on Twitter at twitter.com/IanCutress
Follow TechTechPotato on Twitter at twitter.com/TechTechPotato
If you're in the market for something from Amazon, please use the following links. TTP may receive a commission if you purchase anything through these links.
Amazon USA : geni.us/AmazonUS-TTP
Amazon UK : geni.us/AmazonUK-TTP
Amazon CAN : geni.us/AmazonCAN-TTP
Amazon GER : geni.us/AmazonDE-TTP
Amazon Other : geni.us/TTPAmazonOther
Ending music: youtube.com/watch?v=2N0tmgau5E4
-----------------------
Welcome to the TechTechPotato (c) Dr. Ian Cutress
Ramblings about things related to Technology from an analyst for More Than Moore
#graphcore #ai #unicorn
------------
More Than Moore, as with other research and analyst firms, provides or has provided paid research, analysis, advising, or consulting to many high-tech companies in the industry, which may include advertising on the More Than Moore newsletter or TechTechPotato YouTube channel and related social media. The companies that fall under this banner include AMD, Applied Materials, Armari, ASM, Ayar Labs, BCG, Baidu, Dialectica, Facebook, GLG, Guidepoint, IBM, Impala, Infineon, Intel, Kuehne+Nagel, Lattice Semi, Linode, MediaTek, NordPass, NVIDIA, ProteanTecs, Qualcomm, SiFive, SIG, SiTime, Supermicro, Synopsys, Tenstorrent, Third Bridge, TSMC, Untether AI, Ventana Micro.
![[18] Dr. Ann Kelleher, Intel Process Nodes](https://i.ytimg.com/vi/QbjIylf4yao/hqdefault.jpg "[18] Dr. Ann Kelleher, Intel Process Nodes
It’s somewhat of an understatement to say that Intel’s future roadmap on its process node development is one of the most aggressive in the history of semiconductor design. The company is promising to pump out process nodes quicker than we’ve ever seen, despite having gone through a recent development struggle. Even with CEO Pat Gelsinger promising more than ever before, it’s up to Intel’s Technology Development (TD) team to pick up the ball and run with it in innovative ways to make that happen. In charge of it all is Dr. Ann Kelleher, EVP and GM of Intel’s Technology Development, and on the back of some strong announcements last year we reached out for the chance to interview her regarding Intel’s strategy.
Written Version: https://www.anandtech.com/show/17243
[00:00] Cat Surprise
[00:24] Intro
[00:53] Q1: Journey Through Intel
[03:18] Q2: Transferable Skills
[06:42] Q3: TD vs R&D
[08:20] Q4: Research vs Pathfinding
[09:38] Q5: Intel Process Node Strategy Pivots
[14:27] Q5b: Gelsinger Era, or Kelleher Era?
[15:03] Q6: How Diverse Does Intel Need To Be
[16:26] Q7: Moving to Industry Standard IFS Tools
[19:27] Q8: Where to Install New Nodes
[21:05] Q9: Difficulties on 10nm
[23:29] Q10: Improvements on 10nm and Future Learnings
[25:04] Q11: Flexibility
[25:32] Q12: High-NA Development
[28:06] Q13: High-NA Installation
[28:52] Q14: Approach in developing long-life nodes
[30:23] Q15: Intel and DTCO
[31:22] Q16: Process Nodes and Being Open
[32:38] Q17: Non-Intel Partners for New Nodes
[33:31] Q18: AI Acceleration in EDA Tools
[35:12] Q19: Is Intels Investment Enough?
[35:50] Q20: Focus on Components Research
[36:29] Q21: Weirdest Element
[37:18] Cat Tax
Welcome to the TechTechPotato (c) Dr. Ian Cutress
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Intel Core i7-11700K (8C/16T): https://geni.us/SreZM
Intel Core i5-11600K (6C/12T): https://geni.us/T4WG
Intel Core i5-11400F (6C/12T): https://geni.us/6UISblx
AMD Ryzen 9 5950X (16C/32T): https://geni.us/5950X
AMD Ryzen 9 5900X (12C/24T): https://geni.us/5900X
AMD Ryzen 7 5800X (8C/16T): https://geni.us/5800X
AMD Ryzen 5 5600X (6C/12T): https://geni.us/5600X
Intel Core i9-10900K (10C/20T): https://geni.us/Bench2020-10900k
Intel Core i7-10700K (8C/16T): https://geni.us/Bench2020-10700K
AMD Ryzen 9 3950X (16C/32T): https://geni.us/Bench2020-3950x
AMD Ryzen 7 3700X (8C/16T): https://geni.us/Bench2020-3700x
AMD Ryzen 5 3600 (6C/12T): https://geni.us/d08ThJ4
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#techtechpotato #intel #annkelleher")
![[31] Dr. Ann Kelleher, EVP Technology Development, Intel](https://i.ytimg.com/vi/SOY0Yh8y-5Q/hqdefault.jpg "[31] Dr. Ann Kelleher, EVP Technology Development, Intel
Intel recently opened Fab 34 in Ireland for mass production of the Intel 4 process - thats the one with EUV in it. As part of the opening event, I had a chance to sit down with Dr. Ann Kelleher, the EVP of Technology Development, who is in charge of the research and deployment of all of Intels new foundry technologies.
[00:00] Intro
[01:06] Has EUV development been as expected?
[01:49] Is Intel market-leading in EUV?
[02:14] Do cycle-time and cost come into node development?
[02:57] Intel 4 in Fab 34 - also Intel 3?
[03:09] What is the timeline for node transfer?
[04:10] How does that process transfer from Oregon?
[04:40] Was it seamless for Intel 4?
[05:11] Any changes in procedure for this transfer?
[05:50] How much of a tech transfer is moving the equipment?
[06:30] What makes Ireland a good place for Intel?
[07:31] How is Intel ensuring getting to market on time?
[08:41] Are the jumps from Intel 4 to Intel 3, or 20A to 18A, full nodes?
[09:29] Is Intel on track for 18A?
[10:32] What does a $1b pre-payment get you?
[10:55] Will Intel offer customized nodes?
[12:00] How are node focus points for GPUs different to CPUs?
[13:55] PowerVias - more than just frequency?
[14:41] Whats the key takeaway from the Fab 34 opening?
[15:17] What if Pat wants another 5 nodes in 4 years?
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Ending music: https://www.youtube.com/watch?v=2N0tmgau5E4
Welcome to the TechTechPotato (c) Dr. Ian Cutress
Ramblings about things related to Technology from an analyst for More Than Moore
#techtechpotato #intel #interview
More Than Moore, as with other research and analyst firms, provides or has provided paid research, analysis, advising, or consulting to many high-tech companies in the industry, which may include advertising on TTP. The companies that fall under this banner include AMD, Armari, Baidu, Facebook, IBM, Infineon, Intel, Lattice Semi, Linode, MediaTek, NordPass, ProteanTecs, Qualcomm, SiFive, Tenstorrent, TSMC.")
