Comments on: The Beginning Of The Bottom For Intel’s Datacenter Business https://www.nextplatform.com/2023/04/27/the-beginning-of-the-bottom-for-intels-datacenter-business/ In-depth coverage of high-end computing at large enterprises, supercomputing centers, hyperscale data centers, and public clouds. Tue, 16 May 2023 02:39:48 +0000 hourly 1 https://wordpress.org/?v=6.5.5 By: JayN https://www.nextplatform.com/2023/04/27/the-beginning-of-the-bottom-for-intels-datacenter-business/#comment-208552 Tue, 16 May 2023 02:39:48 +0000 https://www.nextplatform.com/?p=142299#comment-208552 I see another article on the google A3 AI supercomputer. Each node with a couple of Intel SPR chips and an Intel designed Mount Evans IPU.

Intel can put HBM in-package on SPR-HBM and on Ponte Vecchio … and no need for TSM. They would have a problem ramping Gaudi 3 if they are still relying on TSM for the packaging, but the point of IFS is that Intel can package up tiles built at TSM … as they are doing with PVC.

]]> By: Michael Alan Bruzzone https://www.nextplatform.com/2023/04/27/the-beginning-of-the-bottom-for-intels-datacenter-business/#comment-207908 Mon, 01 May 2023 19:24:49 +0000 https://www.nextplatform.com/?p=142299#comment-207908 Intel DCAI and NEX q1 net on financial = $388 sans tax accrual down to $288 pulling taxes from net. Net is determined from $1K AWP on channel DCG primarily equals $2128.37 delivers gross per unit on financial $728. Q1 gross down 32% from q4 and net down between 27% and 46%. For q1 2023 DCAI and CCG appear to be operating at marginal cost = marginal revenue sufficient to produce every next unit on a cost basis and NEX a looser suspect cleaning house. Zinsner implied first half as a (marginal) cost half and second half up to “100%” the marginal revenue half. I have DCAI production volume in q1 at 9,587,463 to 12,922,052 that is up 18% to 58% over q1 dependent net take range low to high. NEX 3.8 M to 5 M units. Altera within DCAI suspect 400 K to 500 K units of production as a curiosity it’s hard to say. First half 2023 appears to be a heavy Sapphire Rapids sample time any my bet is fully populated boards tied to an Emerald Rapids procurement agreement. Whether DCAI SR sampling or Core goosing the channel with high margin as a market share keeper, or NEX clearance, Intel gave the store away in q1 2023.

Mike Bruzzone, Camp Marketing

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