Akshara Bassi

Tryna' be better everyday || perfectlyimperfect

[CircuitDigest @CircuitDigest]

https://t.co/PMEkwHvD02 Semi sales in 2023 were highly impacted by a tightened macroenvironment and cuts by consumers due to inflation on discretionary spending.
#semiconductors #manufacturing #AI #IoT #microchip #chipset #research #marketinsights
@CounterPointTR @elementistry

[Hassan Mujtaba @hms1193]

NVIDIA CEO Jensen Huang Believes That The US Needs "Decades" For Chip Supply Chain Independence https://t.co/B8iDwQFC6q

https://t.co/B8iDwQFC6q

[Akshara Bassi @elementistry]

Scale of models available by #Meta allow the #AI to break out of the traditional DC infra and actually be deployed on USER devices
@Qualcomm announced the #Llama2 based AI implementations on #Smartphones and #PC starting from 2024
> #Smartphone METAmorphosis underway

[Akshara Bassi @elementistry]

@MetaAI championing #openAI
- next-generation open source LLM #Llama2 released; weights and model publicly available
- Model available from 7B to 70B parameters trained on 2T tokens
- free for commercial use (<700M MAU)
- available at @Azure @awscloud @huggingface
🧵

[Akshara Bassi @elementistry]

The DGX 200 combines the #AI software offerings
Nvidia AI Enterprise from #Nvidia to streamline AI development and deployment

[Akshara Bassi @elementistry]

>> #Nvidia is winning the #semi chip crown and #AI is the reason,
At #Computex2023 $NVDA launches DGX H200 #supercomputer system for large AI workloads - linking 256 Grace superchips together
>> #Google #Meta #Microsoft to be the first ones to get access to it
@CounterPointTR

[Akshara Bassi @elementistry]

>> So the supply issues have been cleared out for AMD both for #Cloud and #networking
>> #Genoa seems to have an adoption roadblock; as #cloud and #enterprise demand not as strong
>> As per @LisaSu the cloud demand should be strong for H2; Bergamo also to be launched in H2

[Akshara Bassi @elementistry]

#AMD posts better Q4 quarter than #Intel

• Revenue 🔼 16% YoY to $5.6B for Q4
• Gross margin at 43% 🔻7.4 pp Y/Y; #Xilinx Acquisition still impacting the profitability

Annual Revenue 🔼 44% YoY to $23.6B

Q1 FY23 Guidance:
• Revenue ~$5.3B, a 10% 🔻YoY

$INTC $AMD

[Akshara Bassi @elementistry]

>> #Datacenter 🔼42% at $1.7B & #Embedded 🔼 1868% at $1.4B as the silver lining of the revenues for Q4;
>> #PC🔻51% at $0.9B #Gaming 🔻7% at $1.6B bear the brunt of macro #headwinds
>>Inventory normalization still to happen in PC market and surprisingly #datacenter

[Akshara Bassi @elementistry]

For DCAI #datacenter Group:

• Revenue🔻33% YoY to $4.3B
• Operating Income🔻84% to $400M
• #Genoa #AMD giving LOT of competition and taking away market share
• #Intel betting on Installed base in #Cloud (95%) with SPR for $$$
• SPR to ship 1M units by mid-2023

[Akshara Bassi @elementistry]

#Intel posts WEAK Q4 quarter; Guidance Q1 '23 at ~10B which is reminiscent of 2008 #earnings

• Revenue 🔻32% YoY to $14.0B for Q4
• Operating loss margin 🔻8% (-32pp Y/Y)

Annual Revenue 🔻20% YoY to $63.1B

Q1 FY23 Guidance:
• Revenue ~$10.5B-11.5B

$INTC $AMD

[Akshara Bassi @elementistry]

For #Client #Computing Group:
>> Intel seems bullish on the total PC Market
• Revenue🔻36% YoY to $6.6B
• Operating Income🔻82% to $700M
• Huge #Inventory Corrections expected in Q1 2023
• 2023 Sell in units (TAM) to be ~270M for PC market
#Intel $INTC

[Akshara Bassi @elementistry]

#Intel Sapphire Rapids is out after a long pause!
▶️The #Xeon launched with 60 cores w/focus on in-chip acceleration to compete with #AMD
▶️ #XeonMax for #HPC workload
▶️ 64GB of HBM2e for #XeonMax
▶️ Uses 4 Intel 7 node tiles using EMIB
▶️ DDR5, PCIe5 and CXL support

[Neil Shah @neiltwitz]

@intel announces one of its important CPU lineup

🔥4th Gen Xeon (Sapphire Rapids) w/ built-in tons of accelerators and security engines.

🔥Intel Xeon CPU Max Series (Sapphire Rapids HBM)

🔥Intel Data Center GPU Max Series (Ponte Vecchio)

#IntelXeon #SapphireRapids

[Akshara Bassi @elementistry]

Race to become the smartest just got interesting!
With #google #nvidia all focusing on #AI with their S/W stacks
#Microsoft aims to mainstream #AI usage by intention to acquire #ChatGPT

[Neil Shah @neiltwitz]

@CounterPointTR @MobilePeter @YotelHQ @facebook @amazon @alexadevs @Qualcomm @MKlaehne @gareth99m @shobhit07 @Google @Microsoft @awscloud @HabanaLabs @intel @nvidia @elonmusk @Twitter @Microsoft big AI play w/ potential $10Bn in @OpenAI integrate #ChatGPT deep & across:

💡@bing search, images
🔥@Office365 editing, teams, organising..
💡@Outlook spam, quick emails
🔥@LinkedIn curation, analytics,search
🔥@Azure - Conversational AI Bots..
💡@github AI dev tools

[Akshara Bassi @elementistry]

The megatrend of this century - #AI
And with this it launches #Ryzen 7040 ultrathin processor on 4nm, 25B transistors

[Akshara Bassi @elementistry]

One before the $AMD keynote #CES2023 with the legend herself!
Thanks for the pic!
@LisaSu @AMD

[Akshara Bassi @elementistry]

#Samsung launches SmartHub - #SmartThings Station to offer a unified #connected smart experience for all smart devices in a home. Bonus - works as a #Wireless charger too!
#CES2023

[Akshara Bassi @elementistry]

@SamsungMobile at #CES2023 focusing on
#Sustainability #ConnectedDevices through Innovation, Partnerships and imbibing Everyday Sustainability in daily use products

[Akshara Bassi @elementistry]

The panel talking about how viewpoint is changing the #NBA experience at home with different views (the BEST ones!) , also opening up new ventures of #organicadvertising integrating seamlessly in #VR systems

[Akshara Bassi @elementistry]

Joining @CanonUSAimaging @CanonUSA where it releases
🔸️first-of-its-kind #immersive #movie experience
🔸️#Kokomo - #VR Software
🔸️#Viewpoint Video System for #arenas #stadiums #studios
🔸️#MREAL, a mixed reality experience
🔸️#AMLOS - Limitless Collaboration
#CES2023