Intel’s New AI Chips
- Intel unveiled a new AI chip called Gaudi3 that is designed to compete with NVIDIA’s H100 GPU for powering large-scale generative AI models.
- Gaudi3 is scheduled to launch in 2024 and Intel claims it will outperform the H100
- In addition, Intel announced new Core Ultra CPUs for laptops and PCs that include specialized AI processing units (NPUs) to handle AI tasks locally.
- Intel also unveiled new 5th Gen Xeon server CPUs that are optimized for AI inference workloads.
Competition with NVIDIA
- NVIDIA’s GPUs, particularly the H100, are currently the dominant chips used to power large AI models like OpenAI’s ChatGPT.
- Intel is aiming to capture a larger share of the AI accelerator market with its new Gaudi and Xeon chips.
- However, NVIDIA is still expected to maintain its leadership, with analysts projecting its revenue to grow substantially in 2023 and beyond.
So in summary, Intel is making a concerted push into the AI chip market to compete more directly with NVIDIA’s dominant position, particularly with the upcoming launch of its Gaudi3 AI accelerator chip. It appears Intel’s strategy is to regain the lost ground in the semiconductor industry.
