Monitoring power and cost can reduce data center costs but also predict failures and extend chip lifecycles. “Along with high temperature, high power usage is not often kind to chip longevity,” Gold said.
Challenges remain. Intel doesn’t have a coherent AI strategy to connect its PC, data center and edge markets, Gold said. Over the last few years, Intel has conceded the GPU market to Nvidia after cancelling multiple GPU products under former CEO Pat Gelsinger.
But it also needs to regain lost ground in CPUs, he said. Hyperscalers Google, Amazon, Meta and Microsoft have developed their own ARM-based CPUs, and AMD is gaining share in the x86 market.
