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> for inference

True, but for training, in near future, it is still going to be GPU, probably Nvidia GPU only, not too much Intel could do.

> requires a fair amount of domain expertise to get good performance out of GPUs

Rightfully so, but invisible to end user/programmer, if you ever use those frameworks and understand their abstraction level. This falls into the realm of few experienced engineers in Google/FAIR/Nvidia and other respected institutions, who understand their business well.

I think Intel is indeed having an existential crisis: they are losing the future, the future of computation is shifting, away from their comfort zone, and they yet figured out how to stop or catch up with the new trend. If CPU becomes a stock controller component, just like a WiFi-chip, how is Intel going to justify its hefty marketing valuation? It is about time for Intel to do some hard soul searching.




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