20A上ARL首个步进、Falcon Shores 2、Gaudi云，英特尔Q2电话财报会议中值得注意的东西

埃律西昂

资料来源： 英特尔 2023 年第二季度收益电话会议记录

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"On Intel 20A, our first node using both RibbonFET and PowerVia, Arrow Lake, a volume client product is currently running its first stepping in the fab."
算是回应完全使用TSMC制程的传闻？20A上ARL首个步进正在达成。

不过也有消息人士称20A版本的CPU Tile使用范围狭窄，局限在部分小面积产品上。


"Gaudi3 will be the volume product for next year and then Falcon Shores in '25, and we're already working on Falcon Shores 2 for '26."
首次提到下下代数据中心GPU/AI加速器产品Falcon Shores 2，将于2026年推出。

Rialto Bridge的取消导致第二代数据中心GPU-Falcon Shores将与首代距离两年，但似乎之后英特尔会重新加速这方面的迭代。


"And with that, we now have 1,000 customers now who are taking advantage of the Intel Development Cloud. We're building a 1,000-node Gaudi cluster so that they can be at scale with their testing a very large training environment. "
算是证实了ServeTheHome今年六月初收到的传闻，正在英特尔开发人员云中建设一千个节点规模的Gaudi集群