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英特尔CTO:2027年底软件累计销售额将达到10亿美元

Intel CTO: By the end of 2027, software sales will reach $1 billion.

新浪科技 ·  Jul 12 06:49

Greg Lavender, Chief Technology Officer (CTO) of Intel, stated today that Intel's progress in the software market is smooth. By the end of 2027, cumulative sales will reach $1 billion. In 2021, Intel's software revenue exceeded $0.1 billion. In June of that year, Intel CEO Pat Gelsinger recruited Lavender to guide the company's software strategy. Since then, Intel has acquired three software companies. Lavender said today, "My goal is to achieve $1 billion in software and developer cloud subscription revenue. I believe that we are expected to achieve this goal by the end of 2027, and maybe even earlier." Currently, Intel offers a range of software services and tools for rent, ranging from cloud computing to AI. In 2023, Intel's total revenue was $54 billion. Lavender said that his strategy is to focus on providing services in AI, performance, and security, and Intel has been investing in these three areas. In addition, Lavender also stated that Intel has seen a lot of demand in the market for its upcoming Gaudi 3 chip, which can help Intel occupy the second place in the AI chip market, second only to Nvidia. So far, Intel and AMD's AI processors have not made great progress in weakening Nvidia's dominant position in the market. Last year, Nvidia controlled about 83% of the data center chip market. Lavender said that Intel is supporting open source plans and seeking to build software and tools that can power various AI chips, and expects to make further breakthroughs in the coming months.

In 2021, Intel's software revenue exceeded $0.1 billion. In June of that year, Intel CEO Pat Gelsinger recruited Lavender to guide the company's software strategy. Since then, Intel has acquired three software companies.

Lavender said today,"My goal is to achieve $1 billion in software and developer cloud subscription revenue. I believe that we are expected to achieve this goal by the end of 2027, and maybe even earlier."

Currently, Intel offers a range of software services and tools for rent, ranging from cloud computing to AI. In 2023, Intel's total revenue was $54 billion. Lavender said that his strategy is to focus on providing services in AI, performance, and security, and Intel has been investing in these three areas.

In addition, Lavender also stated that Intel has seen a lot of demand in the market for its upcoming Gaudi 3 chip, which can help Intel occupy the second place in the AI chip market, second only to Nvidia.

So far, Intel and AMD's AI processors have not made great progress in weakening Nvidia's dominant position in the market. Last year, Nvidia controlled about 83% of the data center chip market.

Lavender said that Intel is supporting open source plans and seeking to build software and tools that can power various AI chips, and expects to make further breakthroughs in the coming months.

Nvidia's success is partly due to its software CUDA, which allows developers to further depend on Nvidia's chips. Because of this, sources said that the French antitrust regulator will accuse Nvidia of unfair competition, mainly for fear of the excessive dependence of the generative AI industry on CUDA.

Intel is part of the UXL Foundation, a consortium of technology companies that is developing an open source project aimed at making computer code run on any machine, regardless of what chips and hardware it supports. Other members of the foundation include Qualcomm, Samsung Electronics, and Arm.

In addition, Lavender also said that Intel is contributing to Triton. Triton is a project led by OpenAI to build an open source programming language to improve the code efficiency of AI chips. AMD and Meta also support the project.

Triton has already run on Intel's existing graphics processing unit (GPU) and will be used for the company's next-generation AI chips. Lavender said, "Triton will create a fair competitive environment."

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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