zlacker

  You can tell from the tone of this letter and the bizarre reference to agenetic AI he is completely clueless.

Why? He's basically saying Intel needs to focus on inference (agentic AI) and not training because they can't catch Nvidia.

>>aurare+(OP)
Agree and I really appreciate your comment, as it wasn't immediately clear to me from reading the letter.

It's not a "bizarre reference to agentic AI" - it's saying (as you point out) that Intel can't compete in the training (i.e. "compile time") race, but they can in the inference (i.e. "run time") race, which is likely where more spending is going to be anyway in the near/medium future as the scaling hype looks like a dead end.

>>aurare+(OP)
I'm afraid without memory bandwidth they can't compete on inference either. Not on large scale. Which leaves local small models.