If compared apples to apples, Lisa's claim is the next gen Epyc based on Zen 5 will be 30x as efficient as Epyc based on Zen 2 (from 2020).
Well, if you look at how she defines it, she's including things like VNNI. If you compare an EPYC with 3D V-cache running VNNI instructions to do inferencing, then I actually think it's plausible. Consider that we're talking about 2x the cores running between 1.5x and 2x as fast (here I'm counting the product of VFP IPC and clock speed increases), with 2-4x as wide vector floating point and about 4x the data density... it's not out of reach.
Now, I happen to think it's a little silly to weight these metrics too strongly in favor of CPU inferencing, but there was also a lot of emphasis on MI300X in the slides.
Also the task is not static. The task is likely to be "do as much as possible of this AI stuff as fast as possible, irregardless of the power consumption". So no real power savings will be achieved, much less the specified servers consuming 1/100th the power.
I think we all have an intuitive sense that if you give people more compute power per $ or compute per W, they will simply
use more. So, while she's probably right that power will soon become a limiting factor in the rate of computational improvements, building more efficient CPUs and GPUs is mainly about keeping a performance & TCO lead over the competition than about relative reductions in global energy usage.
I don't think the latest iPad Pro can hold up to the Steam Deck handheld in the top 100 most played games on Steam,
I expect it does, but this is too far outside my realm of expertise.
I also think it would use considerably more than 4w during gaming.
Just how much heat do you think that ultra-thin tablet can dissipate? I suggest you try actually looking for some decent-quality reviews. You might be surprised.
I also don't see a .3w wristwatch based system becoming a viable desktop alternative anytime soon
Eh, is it really so far fetched, though? Ampere Computing is claiming their next gen CPUs will scale up to 256 cores in 350 W, made on TSMC 3 nm. I realize that's 4x as much power as you said, but these are server cores operating above their peak efficiency point. Scale them down to 0.3 W and you'd probably still have something faster than a Gracemont core.
I was just pointing out how silly the 100x efficiency claim is if you look at it in an apples to apples comparison I.E. the things normal people do on a PC taking 1/100th the power.
I wasn't trying to directly address your wristwatch claim, because you do seem to be missing the point that
efficiency isn't only about power-savings nor are perf/W curves linear. However, I think it's interesting to consider how close we might actually be. Again, ultra low-power isn't my area of expertise, so I can't address the question with the kind of attention it deserves.