Intel vs Nvidia Chip (Price) War Intel's Gaudi 3 AI accelerator is significantly cheaper than Nvidia's H100. A baseboard of eight Gaudi 3 processors costs $125,000, compared to around $30,000 per H100 card. Gaudi 3 Performance Claims Intel claims the Gaudi 3 can deliver up to 50% faster training times and 50% higher inference throughput than the H100, with 40% greater power efficiency. AI Accelerator Market Impact The introduction of the Gaudi 3 is expected to challenge Nvidia's dominance in the AI accelerator market, with Intel expanding its partner network to make the technology more widely available. Benchmarks and Verification While Intel's performance claims are impressive, it is crucial to have independent verification of these benchmarks, as the company provides them. Competitive Landscape Despite the attractive price-performance ratio of the Gaudi 3, Intel faces the challenge of competing against Nvidia's established ecosystem and brand loyalty in the AI sector. . . #gpu #AI #chip #price #LLM . NVIDIA NVIDIA AI Bryan Catanzaro Jim Fan Manuvir Das Anima Anandkumar Intel Corporation Intel AI Intel Labs . Read More: https://lnkd.in/gcNFFjnf
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Intel has announced its latest Gaudi 3 processor, designed to accelerate generative AI workloads and support Intel's AI roadmap. According to Intel, the Gaudi 3 offers 50% better inference and 40% better power efficiency than Nvidia's H100 GPU, at a lower cost. Intel also revealed plans to ship 100 million AI PC processors next year and 40 million in 2024. The company's AI strategy covers hardware and cloud services roadmaps from data centers to edge devices, including AI-enabled PCs. Intel has positioned the Gaudi 3 as a direct competitor to Nvidia's H100 GPU, and the CHIPS Act is enabling the company's first chips from its $20 billion Ocotillo facility. However, the CHIPS Act provides little direct support for chip designers like Nvidia, Apple, and Google. #ai #intel #microprocessor, #hardware #software
Intel unveils its AI roadmap, chips to rival Nvidia
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Here is today’s Q&A. #QandAwithQIAOFENG #AMD, #NVIDIA, Question: Can you discuss whether AMD’s MI300 outperforms the H100 in terms of benchmarks? And does AMD have the potential to increase its market share in the AI chip sector? Answer: Simply put, AMD is indeed becoming a significant threat to NVIDIA, but this threat, even if it grows, is unlikely to shake NVIDIA’s position in AI hardware infrastructure over the next decade. The competition might end up with AMD increasing its market share from a fraction of a percent to 5%, with NVIDIA retaining the majority. Recent industry tests have indeed shown that AMD’s MI300, with larger memory and higher bandwidth, is more efficient with the GPT-4 model, especially when deploying 32K context windows. However, this isn’t because AMD’s product design is more advanced or innovative; it’s purely because MI300 is a later development. MI300 started shipping in bulk in the third quarter of 2023, whereas its competing model, the H100, began a year earlier in 2022. Naturally, being a year later, MI300 has some improved specifications, which is where the difference lies. Similarly, when NVIDIA’s next-generation H200 ships, AMD will only have the current MI300, and its performance will significantly lag behind NVIDIA’s. When deploying large-scale data centers and computing centers now, considerations extend beyond a 20% performance difference to stability, ease of use, and migration costs. NVIDIA, with its 20-year foundation in CUDA architecture and software-hardware integration, holds a strong position. Customers also understand that the current gap is merely due to AMD’s later chip development and expect NVIDIA’s next-gen H200 to be stronger. So, a mere 20% performance lead is insufficient to win customers, considering the high costs of switching. Only if AMD’s products continuously outperform for 2 or 3 generations, showing a stable expectation that, despite the learning and switching costs and risks, it’s still more cost-effective to switch, will AMD gain a larger share of the compute card market. However, this possibility is very low. Even Intel’s recently hyped Falcon Shores, with 288GB of memory and 9.8TB/s bandwidth, faces similar challenges. Although the likelihood is low, if certain special events occur, NVIDIA’s competitors might have a bigger chance. These special events refer to shifts in AI models. For instance, if a structurally different model like I-JEPA becomes a substitute for large language models and AMD bets on it before the switch, developing hardware specifically for the I-JEPA algorithm, they could demonstrate a dominating advantage in the first batch of new models, like outperforming competitors by three or four times. Such scenarios are not impossible.
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Weellll well well! Intel's making some serious strides to catch up with #NVIDIA in the AI hardware game. They're planning to launch Falcon Shores 2, a next-gen AI accelerator chip, by 2026. Intel Corporation's CEO, Pat Gelsinger, says they're streamlining their roadmap, bringing GPUs and accelerators under one umbrella. But wait, there's more. Intel's not just flexing its hardware muscles; they're diving into software too. They've teamed up with Boston Consulting Group to push generative AI solutions for businesses. That's a big move, especially when NVIDIA and Microsoft are already heavy hitters in this arena. What no one saw coming though is that Intel's Gaudi2 AI chips are already outperforming NVIDIA's A100 by 2.4 times!! That's not just a blip; it's a sign that Intel's stepping up its game. But, they've still got a long road ahead, especially with NVIDIA venturing into CPUs and already owning the #GPU market. https://lnkd.in/d2hWfUNj
Intel Soon to be on Par with NVIDIA
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Race for AI Supremacy is heating up: ☑️ Nvidia unveiled its next generation of artificial intelligence chips at Computex to succeed the previous model, which was announced just months earlier in March. Nvidia CEO Jensen Huang announced the new AI chip architecture, dubbed "Rubin," at a conference in Taipei. Nvidia has pledged to release new AI chip models on a "one-year rhythm," ☑️ "AI is our number one priority,” declared AMD chairman and CEO Lisa Su said during the Computex tech conference in Taipei. The Ryzen AI 300 series for next-generation AI laptops was launched at this event. The line could compete directly with Intel's Lunar Lake and Qualcomm's Snapdragon X. And in partnership with Microsoft these chips will power laptops equipped with the tech giant's AI chatbot Copilot. ☑️ And then chipmaker Intel on Tuesday announced new artificial intelligence chips for data centres, as it looks to take on rivals Nvidia and AMD. Intel's Xeon 6 processor will deliver better performance and power efficiency for high-intensity data centre workloads as compared with its predecessor, CEO Pat Gelsinger. Intel also revealed architecture details for its upcoming Lunar Lake processors. The Lunar Lake chips expected to ship in the third quarter, will compete against Nvidia's and AMD's chips that are specifically designed for AI PCs. CNBC-TV18
Computex 2024: Nvidia upgrades its AI chip, while AMD, Intel try to catchup - CNBC TV18
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If you’ve bought Intel Corporation shares recently, you’ll know they’re at their lowest point since September 2009. The reason? NVIDIA is taking all the orders for AI chips 😅 Gaudi 3, launched in December 2023, was supposed to be Intel’s answer to AI chips from competitors like Nvidia and AMD. According to Intel, the chip offers: - 40% faster training times than Nvidia’s H100 for GPT-3 - 15% faster performance on Llama2-70B - 2x faster inference speeds in general However, the announcement didn’t make much of an impact. Intel projected $500 million in revenue from Gaudi 3 in 2024, but that’s far below AMD’s expected $4.5 billion from its Instinct MI300-series GPUs, and tiny compared to Nvidia’s $40 billion projection from its data center business. So far, only one major client—IBM Cloud—has confirmed buying the chip for its Watsonx AI and data platform. What a difficult Q4... I haven’t tested Intel’s chip yet, mainly because it’s not available on any GPU cloud provider. But I have a feeling that those of us who buy GPUs tend to stick with what we know... I’ve always been a fan of Intel, and now more than ever, especially as Nvidia dominates the market without a real alternative for powering high-end AI projects. I really hope Intel can turn things around. #Intel #Nvidia #AIChips #GPUs
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Samsung has reportedly received a significant order from NVIDIA for its AI chips, specifically for Samsung's 2.5D I-Cube packaging technology and interposer. This technology allows for multiple logic dies, CPU, GPU, NPU, and high-bandwidth memory dies to be stacked horizontally on top of a silicon interposer, enabling the multiple dies to act as a single chip. The package Samsung will provide NVIDIA will reportedly have four high-bandwidth memory modules as well. Samsung has been focusing on its AI chip solutions to increase its revenues and profits from the semiconductor division, and this order from NVIDIA works in its favor. Other companies may consider opting for Samsung's packaging service as well, seeing the leading AI chipmaker's trust in Samsung's technology. #samsung #nvidia #techgiants #chips #aichips #foundries #semiconductor #semiconductors #packagingtechnology #semiconductorindustry #semiconductormanufacturing #innovation #technology #technologynews
Samsung bags a crucial order from NVIDIA for AI chips
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With the rise of generative AI technology, semiconductor giants Nvidia and AMD are locked in a fierce competition in the field of AI chips. Nvidia has seen a significant increase in market value due to strong demand for its GPU chips, but it also faces some potential concerns. Meanwhile, AMD is catching up with rapid growth in its AI chip sector. https://lnkd.in/gJ5C-ANT
AI Chip Wars: AMD's Surge and Nvidia's Dominance
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Intel has unveiled its latest AI chip, Gaudi 3, positioning itself to compete directly with Nvidia's offerings in the AI chip market. With Gaudi 3, Intel aims to deliver enhanced performance and efficiency for AI workloads, catering to the growing demand for robust AI infrastructure solutions. This announcement marks a significant step for Intel as it seeks to establish a stronger foothold in the increasingly competitive AI hardware landscape. The unveiling of Gaudi 3 underscores Intel's commitment to innovation and its determination to capture a larger share of the AI chip market. https://lnkd.in/gvTPE_RZ #Intel #Gaudi3 #AIchip #Nvidia #AIworkloads #AIinfrastructure #innovation #hardware #competition #marketcapture #UnderstandingEnterpriseTech #EnterpriseTechnologyNow #EnterpriseTechnologyToday
Intel unveils Gaudi 3 AI Chip to rival NVIDIA offerings - Techerati
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📢 News on tech! - AI Chip Race Heats Up: Nvidia and AMD Announce Major Advancements🚀 Nvidia and AMD have both launched their next-generation AI chips, intensifying the competition in the semiconductor market. Key highlights from their announcements include: 🔹 Nvidia's Rubin Platform - Launch Date: 2026 - Successor to: Blackwell, previously dubbed the “world’s most powerful chip” - Features: New GPUs, a new CPU called Vera, and advanced networking chips - CEO Jensen Huang: “We’re at the cusp of a major shift in computing... AI and accelerated computing will redefine the future.” 🔹 AMD's MI325X Accelerator - Availability: Q4 2024 - Roadmap: New products every year, including MI350 in 2025 and MI400 in 2026 - CEO Lisa Su: “AI is our number one priority... an incredibly exciting time for the industry.” 🔹 Market Impact - Nvidia: Dominates with around 70% of AI semiconductor sales, shares have more than doubled in the past year. - AMD: Launching new products to challenge Nvidia’s dominance, with a strong focus on AI and generative applications. 🔹 Industry Context - AI Demand: Soaring due to the need for advanced chips in data centers powering generative AI applications like ChatGPT. - **Historical Competitors**: Nvidia and AMD, originally known for gaming GPUs, are now pivotal in the AI chip market. 🔹 Intel's Upcoming Launch - Arrow Lake CPUs: Expected in Q4 2024 - CEO Patrick Gelsinger: Set to speak at Computex, potentially unveiling further advancements. Stay tuned with Stack IT as we continue to monitor and share updates on these significant developments in the AI and semiconductor industries. To read more about this article click here: https://lnkd.in/gbAx2ggN #AI #Semiconductors #Nvidia #AMD #TechInnovation #StackIT
Tech giants unveil next generation AI chips in Taiwan as competition heats up | CNN Business
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Purpose-built silicon for training LLMs (like Groq has done for inferencing) makes the most sense moving forward. What this means for GPUs and NVDA over the intermediate term is going to be interesting to watch. Will they move to a new architecture or keep ramping the capabilities of a general (graphic) compute architecture?
💸 AMD's AI Surge: A Billion-Dollar Breakthrough In a thrilling milestone, AMD has transformed into a major AI chip contender, akin to NVIDIA. Nearly 50% of AMD's sales now stem from data center products, with the AMD Instinct MI300 accelerator playing a pivotal role. This AI chip achieved over $1 billion in quarterly sales, skyrocketing from a cumulative $1 billion since its December 2023 debut. 🌟 Key Highlights: - Data Center Dominance: AMD's data center business doubled in a year, with significant contributions from the Instinct MI300 and Epyc server CPUs. - Future AI Chips: AMD plans to release new AI chips annually, with the MI325X coming later this year, MI350 in 2025, and MI400 in 2026, aiming to compete with Nvidia's top-tier offerings. As AMD continues to innovate and compete in the AI space, the industry can expect a dynamic landscape with rapid advancements - our organization is committed to ensuring that they fall under the framework of #ResponsibleAI #HumancentricAI #TechNews #AMD #Nvidia #DataCenter #Innovation #ArtificialIntelligence #GPUs #Semiconductors #FutureTech Emmanuel Benhamou Tobias Yergin Lisa Su
AMD is becoming an AI chip company, just like Nvidia
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