Former Intel CEO: Why This is the Best Time to Build Hardware
Source
youtube.com
Author
a16z
Date
Why it matters
Memory bandwidth, packaging and energy capacity may cap AI growth, which shapes future inferenceRunning a trained model to get answers — the phase where AI is actually used, as opposed to trained.Full definition → cost and availability. Gelsinger also discusses what virtualization looks like when infrastructure serves agents.
Terms in this piece · Glossary
AI agent — An AI system that doesn't just answer once but works toward a goal in a loop — taking actions, reading the results, and deciding what to do next.
inference — Running a trained model to get answers — the phase where AI is actually used, as opposed to trained.
