This is purely a total outsider's opinion, so I caveat that and please don't get all offended if I'm totally wrong. Sometimes it's really difficult to tell the difference between a crackpot theorist and a good equities analyst. Watching this guy's video, it's hard to tell which he comes off as more. He's just coherent and convincing enough that as an outsider I could believe his collection of observations. But the pr…
Francois is a smart guy, but there's a range of opinions on the matters he raises. We argue a good deal on Twitter ("constructive confrontation" between former Intel Principal Engineers :-) ). He put together the video pretty quickly so don't dismiss it just for lack of polish. Personally, I argue with him a lot on AVX-512. I think AVX-512 is a Good Thing (or will be shortly - the first instantiation in Skylake Serve…
Is the design + production of a chip an exercise in optimizing the combination of:
-- size of die (and therefore overall cost/yield?)
-- power consumption
-- number / type / purpose of compute and memory subcomponents packed into the area
-- speed
Is that basically the envelope that you're doing an optimization within, and until a technology jump, even Intel/AMD/ARM-based are all simply choosing values between these dimensions? And each different choice of parameters within these basically goes after a certain segment of user?
Thanks!