Tryna' be better everyday || perfectlyimperfect

Joined December 2020
Photos and videos
Akshara Bassi retweeted
shorturl.at/jsRZ6 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
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Replying to @AIatMeta
@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 🧵
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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
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>> #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
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The DGX 200 combines the #AI software offerings Nvidia AI Enterprise from #Nvidia to streamline AI development and deployment
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#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
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>> #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
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>> 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
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#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
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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
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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
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#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
11 Jan 2023
Replying to @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
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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
10 Jan 2023
@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
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One before the $AMD keynote #CES2023 with the legend herself! Thanks for the pic! @LisaSu @AMD
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The megatrend of this century - #AI And with this it launches #Ryzen 7040 ultrathin processor on 4nm, 25B transistors
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Replying to @SamsungMobile
@SamsungMobile at #CES2023 focusing on #Sustainability #ConnectedDevices through Innovation, Partnerships and imbibing Everyday Sustainability in daily use products
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#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
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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
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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
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At #CES2023 The fundamentals of long term scalable cost effective innovation - #digitalutilities helping #enterprises scale as world moves to #Metaverse #Web3 🔸️#cybersecurity 🔸️#AI 🔸️#Cloud 🔸️#Robotics @CounterPointTR @GadgetFreak4U @neiltwitz @MKlaehne
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So let's talk the best of innovation at #CES2023 1. #wearabletech - #connected Exoskeleton for use in #industrial Environments @germanbionic #smartwatch for kids #Xplora 2. #digitalhealth - #smart stethoscope @AeviceHealth 3. #immersivetech - Hybrid meeting SW @CanonUSAimaging
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