Intel Corporation · NASDAQ:INTC
Intel — Investor Day (February 2022)
17 slides from Intel's investor day presentation, Feb 18, 2022
Slide 1: Forward-looking statements and non-GAAP disclaimer
Exhibit 99.3 Future node performance and other metrics, including power and density, are projections and are inherently uncertain and, in the case of other industry nodes, are derived from or estimated based on publicly available information. Intel’s node numbers do not represent the actual dimensio
Slide 2: Investor Meeting 2022
Investor Meeting 2022
Slide 3: Executive Vice President, General Manager, Datacenter & AI Group
Investor Meeting 2022 Executive Vice President General Manager, Datacenter & AI Group
Slide 4: Growing Our Leadership in Data Center and AI
Growing Our Leadership Harnessing Our Ubiquity Making AI and in Data Center and Core Strengths Security Pervasive A Foundation Built On Building on Our Position as a Unique Hardware Capabilities Intel® Xeon® Scalable Processors Trusted Industry Leader Strengthened by Software 4 Investor Meeting 2022
Slide 5: Market Trends
Market Trends >$65B Continued Mid-Teens Data Explosion CAGR Evolution of Data Center ~$30B Architectures Growth of AI and Security Intel® Xeon® Scalable Processors ● FPGAs ● Accelerators 2021 2022 2023 2024 2025 2026 Source: Silicon TAM forecast is based on amalgamation of analyst data and Intel ana
Slide 6: Shipped in Q4'21
Shipped in Q4’21 6 Investor Meeting 2022
Slide 7: Built-in Accelerators and Advanced Security
Built-in Accelerators Intel Advanced Matrix Intel Data Streaming Intel QuickAssist Intel 7 Extensions Accelerator Technology P-core Advanced Security Solutions Intel Intel Software Intel Total Intel Platform Crypto Memory Guard Extensions Firmware Acceleration Encryption Resilience Enabling Major In
Slide 8: Next Gen Intel Xeon Scalable (Sapphire Rapids) vs. Nvidia A100 GPU
Next Gen Intel® Xeon® Scalable Processor (Codenamed Sapphire Rapids) Vs. Nvidia A100 GPU *For workloads and configurations, visit www.intel.com/investordayclaims. Results may vary. 8 Investor Meeting 2022
Slide 9: P-Core and E-Core data center roadmap
P- Core E-Core Perf/core optimized for mainstream & premium cloud and Emerald Rapids Sapphire Rapids Granite Rapids Future Gen data-center Intel 7 Intel 7 Intel 3 applications 2023 2022 2024 Power/perf optimized to support high- density, ultra- Sierra Forest efficient compute Future Gen Intel 3 for
Slide 10: Broad Software and OEM/ODM Ecosystem
Broad Software Extensive Software Broad OEM/ODM 1 Ecosystem Optimizations Ecosystem >700 100s >100 BILLIONS MILLION Commercial Software Lines of Code Optimized Intel® Xeon® Scalable Providers Enabled and for Intel® Architecture Processors in the Optimized for Intel® Xeon® Installed Base Scalable Pro
Slide 11: Spanning Edge to Cloud and Covering All Major Markets
64% 60% Spanning Edge to Cloud and Customers Report Customers Report Covering All Major Markets Higher Application Performance* Faster Deployment Time* On Average On Average “Intel Select Solutions are like an ‘easy button’ that “Our VM density has increased roughly 20% to 35% can help customers sol
Slide 12: Intel Poised to Extend AI Leadership
Intel Poised to Extend Al Leadership Data Model Deploy Investor Meeting 2022 intel. 2
Slide 13: AI Silicon TAM
>$40B Silicon TAM (2026) DL Training Preprocessing Inference & Management AI Training AI Inference 20% CAGR 25% CAGR Statistical/ML (2021 - 2026) (2021 - 2026) Size of boxes is approximate silicon TAM (2021) Intel’s Broad & Open Approach CPU GPU Custom oneAPI Most AI Compute Today Runs on Intel® Xeo
Slide 14: Driving the Era of Confidential Computing
Driving the Era of Confidential Computing Cloud Intel SGX Enterprise Intel SGX Deployments Enterprise Use of Intel SGX Edge Intel Helps to Protect Data At Rest, Inflight and In Use Intel SGX = Intel Software Guard Extensions 14 Investor Meeting 2022 *No product or feature can be absolutely secure
Slide 15: Near Term and Longer Term CAGR
Near Term CAGR Longer Term CAGR Mid-to-High Mid Teens (2023 – 2026) Single Digits (2021 – 2023) 15 Investor Meeting 2022
Slide 16: Leadership Products, Process and Packaging
Near Term CAGR Leadership Products, Process and Packaging Mid-to-High Technology and Scale Capacity Single Digits (2021 – 2023) Industry-leading Software and Hardware Capabilities Unleash the Ecosystem Longer Term CAGR Mid Teens (2023 – 2026) Unmatched AI and Security Strengths Across Products and S
Slide 17: Intel
intel.