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Chris Auth doesn't think scaling means what it used to. At the Six Five Summit: AI Unleashed 2026, Ryan Shrout and Anshel Sag ask Chris Auth, VP & GM Intel Foundry, about what's next for transistor scaling. His case: Gate-All-Around transistors and backside power delivery are the foundation for...

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Six Five Media

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37,288 Aufrufe • vor 17 Tagen •via X (Twitter)

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Profilbild von Intel Foundry
Intel Foundryvor 16 Tagen

@ryanshrout @anshelsag Great discussion on how scaling, power, and system-level innovation are shaping the future of AI compute.

Profilbild von Chen
Chenvor 16 Tagen

@ryanshrout @anshelsag @Intel_Foundry shipped past summit once. unleashed made us reverse

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hockeystick moments are the biggest opportunity of your career. It's exciting and kinda scary. Everything changes! I wrote Scaling Fast: Software Engineering Through the Hockeystick as your guide. 16 years of startup experience condensed into 240 pages Scaling Fast is based on startup war stories, academic research papers, talking to my mentors, and reading industry insights. It shows you what it takes to survive and thrive through the hockeystick. You'll learn about scaling teams and scaling code, how they influence each other, and why none of it matters if the business is bad. Scaling Fast: Software Engineering Through the Hockeystick is organized in 3 sections: - Scaling the Business - Scaling the Team - Scaling the Tech The business part, that's to help you evaluate the companies you join, this isn't a business book. The team part, that's key to shaping your everyday. We talk about delegating decisions, empowering engineers, working smooth instead of fast, finishing things all the way to done, good code review culture, and shipping incrementally without risky big bang releases. The tech part, that's my favorite. We talk about good abstractions, architectural complexity, observing your systems break, making steady improvements to your code without huge refactoring sprints, why tests don't solve everything, what's even worth testing, how your team structure impacts what you can do with the code, and why solving today's problem is more important than building for an imagined future. None of it is about numerical scaling [name|]. That's easy in 2025. Computers are fast. The challenge is building complex systems that don't fit in any one person's brain without breaking the business. oftware engineering when your whole company changes every 6 months is the fun part of this gig. And that's what Scaling Fast is about. 👉

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Stabledash

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Shannon Birt

25,545 Aufrufe • vor 8 Monaten

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2:54

Extropic founder Beff (e/acc) explains why his new Z1 chip uses 10,000x fewer transistors than a GPU to run the same AI algorithms: "pbits are not traditional bits that are definitely zero, definitely one. They're oscillating between the two. It's like a light switch dimmer. You ever have it flicker when you're at the edge? It's kind of like that." "It's a fractional bit. I could be like, hey, 20% of the time I'm zero, 80% of the time I'm one. That would be a fractional flip." "The most interesting thing is that you can do all sorts of AI algorithms with about 10,000 times less transistors than if you were to do them digitally." "If you go back to the ancestry of neural networks, they came from something called energy-based models from Hinton." "We can do that specifically with Z1. We have literal Boltzmann machines in the hardware. They're very dense, and they use very few transistors, because each transistor is operating in the regime that would be usually considered janky. It's so low power, it's flipping all the time." Extropic

MTS

22,508 Aufrufe • vor 1 Monat

Liquid AI (Liquid AI) CEO Ramin Hasani (Ramin) says: "We're bringing the cost of tokens to zero." "The axis was maximizing intelligence at all costs." Foundation models need to optimize across 3 axes: 1.) Intelligence and capability 2.) Efficiency and cost 3.) Substrate: where the intelligence actually runs "Efficiency is not an afterthought. Energy is not abundant." "If you maximize intelligence at all costs, that axis alone is not going to get you to the place that you want to go." "Efficiency and cost of intelligence as a first-class citizen, and not an afterthought." "Where does this intelligence system go? AI is majorly getting hosted in data centers, but you could also bring intelligence on phones, on laptops, on airplanes, on cars." "Imagine if it's not tokens that are actually important. It's just the outcome that actually matters." "Not just thinking about foundation models as the token machines that are generating money and revenue for the foundation model companies that are useless tokens, and getting them into the place where they can actually unlock true value for enterprises."
6:17

Liquid AI (Liquid AI) CEO Ramin Hasani (Ramin) says: "We're bringing the cost of tokens to zero." "The axis was maximizing intelligence at all costs." Foundation models need to optimize across 3 axes: 1.) Intelligence and capability 2.) Efficiency and cost 3.) Substrate: where the intelligence actually runs "Efficiency is not an afterthought. Energy is not abundant." "If you maximize intelligence at all costs, that axis alone is not going to get you to the place that you want to go." "Efficiency and cost of intelligence as a first-class citizen, and not an afterthought." "Where does this intelligence system go? AI is majorly getting hosted in data centers, but you could also bring intelligence on phones, on laptops, on airplanes, on cars." "Imagine if it's not tokens that are actually important. It's just the outcome that actually matters." "Not just thinking about foundation models as the token machines that are generating money and revenue for the foundation model companies that are useless tokens, and getting them into the place where they can actually unlock true value for enterprises."

Molly O’Shea

12,816 Aufrufe • vor 2 Monaten

Elon Musk just put a number on the flaw at the center of Nvidia’s empire. Wall Street has not done the math yet. Nvidia’s Blackwell is the most sought-after silicon on Earth. Every AI lab wants it. Every sovereign nation is bidding for it. Blackwell runs every model, for every company, in every data center on the planet. That universality built the empire. It is also the fracture point. Musk: “We believe the AI5 chip will be about a third of the power of an Nvidia Blackwell for roughly comparable performance. And much less than 10% of the cost.” One-third the power. Comparable performance. Less than ten percent of the cost. Musk: “This is a chip that is very much optimized for the Tesla AI software stack. It’s not meant to be a general purpose chip.” Nvidia builds silicon that serves a million different customers. Every transistor spent on universal compatibility is a transistor not dedicated to one task. Tesla is building silicon for exactly one customer. Itself. When you strip away every function you will never call, you do not get a lesser chip. You get a weapon. Here is what the market refuses to see. Data centers drink unlimited power from the grid. Robots run on batteries. Musk: “In order to have a functional robot, you have to have a great AI chip. And it needs to be an inexpensive chip and it needs to be very power efficient.” You cannot put a Blackwell inside a walking machine. It would drain the battery before it crossed the room. The entire AI revolution lives inside air-conditioned buildings bolted to the electrical grid. Musk is not competing for that market. He is engineering the silicon that survives outside of it. One-third the power is not a spec sheet footnote. It is the physics threshold that severs intelligence from the wall socket. Without that number, every robot on Earth stays tethered. With it, the algorithm walks. Less than ten percent of the cost is not a pricing strategy. It is the line where a machine brain stops being a capital expenditure and becomes a commodity component. When the chip inside a humanoid costs less than the motors in its legs, you do not manufacture hundreds of robots. You manufacture millions. Wall Street is valuing the AI revolution by who dominates the data center. Musk is building the only silicon designed to leave one. Nvidia built the brain of the cloud. Musk is building the brain of the physical world. No one has priced that in yet.
0:56

Elon Musk just put a number on the flaw at the center of Nvidia’s empire. Wall Street has not done the math yet. Nvidia’s Blackwell is the most sought-after silicon on Earth. Every AI lab wants it. Every sovereign nation is bidding for it. Blackwell runs every model, for every company, in every data center on the planet. That universality built the empire. It is also the fracture point. Musk: “We believe the AI5 chip will be about a third of the power of an Nvidia Blackwell for roughly comparable performance. And much less than 10% of the cost.” One-third the power. Comparable performance. Less than ten percent of the cost. Musk: “This is a chip that is very much optimized for the Tesla AI software stack. It’s not meant to be a general purpose chip.” Nvidia builds silicon that serves a million different customers. Every transistor spent on universal compatibility is a transistor not dedicated to one task. Tesla is building silicon for exactly one customer. Itself. When you strip away every function you will never call, you do not get a lesser chip. You get a weapon. Here is what the market refuses to see. Data centers drink unlimited power from the grid. Robots run on batteries. Musk: “In order to have a functional robot, you have to have a great AI chip. And it needs to be an inexpensive chip and it needs to be very power efficient.” You cannot put a Blackwell inside a walking machine. It would drain the battery before it crossed the room. The entire AI revolution lives inside air-conditioned buildings bolted to the electrical grid. Musk is not competing for that market. He is engineering the silicon that survives outside of it. One-third the power is not a spec sheet footnote. It is the physics threshold that severs intelligence from the wall socket. Without that number, every robot on Earth stays tethered. With it, the algorithm walks. Less than ten percent of the cost is not a pricing strategy. It is the line where a machine brain stops being a capital expenditure and becomes a commodity component. When the chip inside a humanoid costs less than the motors in its legs, you do not manufacture hundreds of robots. You manufacture millions. Wall Street is valuing the AI revolution by who dominates the data center. Musk is building the only silicon designed to leave one. Nvidia built the brain of the cloud. Musk is building the brain of the physical world. No one has priced that in yet.

Dustin

160,633 Aufrufe • vor 5 Monaten