Intel (INTC) COMPUTEX Taipei 2024 summary

Opening remarks and vision for AI

• Emphasized Taiwan's central role in the global tech ecosystem and the spirit of innovation at Computex 2024.

• Highlighted the transformative impact of AI, likening its significance to the rise of the internet.

• Stressed the ambition to bring AI everywhere, from edge to cloud to PC.

• Noted the goal of reaching a trillion transistors in a single package by decade's end.

• Reinforced commitment to open standards, security, and sustainability.

Data center and Xeon 6 launch

• Introduced Xeon 6 with E-cores, offering high core count, density, and performance per watt.

• Demonstrated up to 4.2x media transcode performance and 2.6x performance per watt over previous generations.

• Projected significant energy savings and rack consolidation for data centers.

• Announced a 288-core Xeon 6 version coming later in the year, enabling six-to-one consolidation.

• Shared customer success stories, including SAP achieving up to 60% power reduction.

AI accelerators and Gaudi 3

• Highlighted Gaudi 3 as a cost-effective, high-performance alternative for Gen AI training and inference.

• Demonstrated real-time RAG+LLM solutions using Xeon and Gaudi, including medical imaging use cases.

• Projected Gaudi 3 to deliver 40% faster training than H100 and 2.3x performance per dollar.

• Emphasized open standards, ecosystem support, and scalability with Ethernet-based networking.

• Partnered with Inventec to accelerate Gen AI adoption and address customer needs for scalable, efficient AI infrastructure.