On theCUBE Pod: Intel’s standing after launching 5th Gen Xeon chips and why AI regulation fails


This past week, theCUBE was busy with the pinnacle episode of the “Navigating the Road to Cyber Resiliency” series, presented by theCUBE and Dell Technologies Inc., which is now available on-demand. For industry analyst Dave Vellante (pictured, right), it was a great event due to its thought leadership.

“One of my big takeaways was that people used to think [disaster recovery] was how they created business resiliency,” he said. “They’re realizing now that with cyberattacks and ransomware on the rise, the way they are, DR strategies don’t cut it. You have to actually build in a combination to stop the breach and be able to recover from the breach. It’s a whole new line of thinking that is really being put forth by the community.”

Vellante and theCUBE industry analyst John Furrier (left) discussed that event along with AI regulation and Intel’s 5th Gen Xeon chips in the latest episode of theCUBE Podcast. When it comes to data protection and recovery, the conversation really is focused on the recovery side of things, according to Furrier.

“You assume you’re going to be hit, so the recovery becomes critical, not just so much protecting the data,” he said. “Then, the threat management is a whole other area.”

In the security market, the threats coming in are a real issue right now. That’s why an explosion of threat countermeasures are likely moving forward, according to Furrier.

“Threat management is just an underserved market, and it’s growing like a weed with money on the table, trillions of dollars of cybersecurity fraud and threats,” he said.

Intel’s new AI chips: What’s new and what’s not?

This past week, Intel Corp. launched its new Intel Core Ultra family of mobile processors, the first built on its Intel 4 manufacturing process. It’s what Furrier calls the “not-so-splash in the pool.”

“It seemed like a catch-up announcement. On the heels of what AMD just did, I thought it fell flatter than I would expect from Intel,” he said.

The company announced the 5th Gen Intel Xeon CPUs, said to include AI acceleration built into every core. It’s basically an AI chip, and the highlight is that they introduced the idea of a neural processing unit, according to Furrier.

“Which is not new in the system-on-chip design, making it a significant piece of Intel’s architecture. AMD got that first, the TPU with Google,” Furrier said.

Integrating the neural processing unit is critical, and something Vellante and Furrier talked about on last week’s episode of theCUBE podcast. Internetworking what’s around the chips will create a lot of value moving forward, according to Furrier.

“This is an architectural leap. What I liked about the Intel announcement, it’s directionally correct. But it felt a little bit ‘me too,’ even though they threw a lot of fanfare around it,” he said.

The 5th Gen Intel Xeon CPUs are “legit,” according to Furrier. But the market is competitive.

“The industry implication is that this now puts AI at the center of the conversation around chips. We’ve been saying it for a while,” he said. “The new step function in architecture is here, real-world applications, NPUs are going to be a significant contributor. As more AI workloads become cloud-based, this is going to be the issue.”

OpenAI’s Superalignment: A new approach to AI supervision?

Last week, OpenAI’s Superalignment team published its first research paper, detailing an automated approach to supervising AI models. One big question since the start of theCUBE Podcast has been what the divide should look like when it comes to government and industry regulation of AI technology.

“Can the industry self-regulate? And I don’t really know the answer, but I do know that governments are not going to be in a good position to regulate,” Vellante said. “They’re going to have so many contradictions in their laws and in their policies; I just don’t see how they can keep up. I think it’s going to stifle innovation.”

It will kill entrepreneurship and innovation, according to Furrier. That’s because innovation in AI is like nothing seen before and is something that happens once in a generation.

“Openness and choice are key. That’s why regulation fails,” he said.

Watch the full podcast below to find out why these industry pros were mentioned:

Jordan Novet, technology reporter at CNBC
Michael Dell, chairman and CEO of Dell Technologies
Zeus Kerravala, founder and principal analyst at ZK Research
Christophe Bertrand, practice director of data management and analytics at Enterprise Strategy Group
Gil Hecht, founder and CEO of Continuity
John Scimone, president and CSO of Dell Technologies
Wendi Whitmore, SVP of Unit 42 at Palo Alto Networks
Kevin Mandia, CEO of Mandiant
George Kurtz, CEO of CrowdStrike
Rob Strechay, managing director and lead analyst at SiliconANGLE Media and host of theCUBE
Mark E. Sorenson, author, A Restaurant at Jaffa
David Strom, cybersecurity reporter at SiliconANGLE Media
Tony Bryson, CISO of the Town of Gilbert, Arizona
Pat Gelsinger, CEO of Intel
Satya Nadella, chairman and CEO of Microsoft
Ben Bajarin, principal analyst and CEO of Creative Strategies
Paul Otellini, former CEO of Intel
Joe Tucci, chairman and co-founder at Big Growth Partners
Craig Barett, former CEO of Intel
Gordon Moore, co-founder of Intel
Andrew Grove, former CEO of Intel
Robert Noyce, co-founder of Fairchild Semiconductor International and Intel
David Floyer, CTO and co-founder of Wikibon
Tim Bradshaw, global technology respondent at the Financial Times
Vinod Khosla, founder and managing director at Khosla Ventures
Larry Ellison, chairman of the board and CTO of Oracle
Safra Catz, CEO of Oracle
Elon Musk, CEO of Tesla
Charles Fitzgerald, consultative strategist and investor
Arvind Krishna, chairman and CEO of IBM
Dario Gil, SVP and director of research at IBM
Mitchell Hashimoto, founder of HashiCorp
Rachel Maddow, television news program host and political commentator
Sean Hannity, broadcast news analyst
Joe Manchin, U.S. senator

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Photo: SiliconANGLE

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