Intel, SoftBank
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A new partner to Foxconn's AI venture in Lordstown, Japanese investment firm SoftBank, has also announced a $2 billion investment in semiconductor giant Intel.
For many months, AMD offered a special treat to enthusiasts wishing to run AI chatbot LLMs on their PCs: configurable VRAM that significantly improved performance. Now Intel can say the same. Bob Duffy,
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The move is part of SoftBank's investing initiatives in the US, which also includes commitments towards AI computing. Intel, which has lagged behind in the chip race after being the erstwhile market leader,
If you want to leverage even an integrated GPU for AI you need memory, and Intel is following AMD's lead on Core Ultra and allowing you to choose how much you're using.
While Grove's focused boldness worked, Tan's way forward must be more nuanced, balancing boldness with humility while resisting the urge to “fix” everything at once.