https://lnkd.in/g8tYGjhj Intel Corp. is revving up the hype machine on Gaudi 3, its third-generation AI chip, before rival NVIDIA Corp. announces its second-quarter earnings on Wednesday. #aichips #amd #gaudi3 #intel #nvidia #stanforduniversity
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Last 7 Days! Excitement is building as NPU, GPU, and CPU converge to create the revolutionary "AI PC"! Join us next week in New York during our AI Everywhere launch event for the global debut of the world's first AI PCs with Intel Core Ultra! On December 14; we will showcase how Intel will accelerate its execution engine and power AI workloads across the data center, the cloud and the edge with the launch of 5th Gen Intel® Xeon® processors and Intel® Core™ Ultra processors. Our new 3D performance hybrid architecture integrates CPU, GPU, and NPU into a single package: Intel Core Ultra. So now, customers can enjoy exciting new AI capabilities—like real-time language translation, automation inferencing and enhanced gaming environments. The neural processing unit (NPU) handles sustained, heavily used AI workloads at low power for greater efficiency; the graphics processing unit (GPU) is ideal for large workloads that require parallel throughput and you can rely on the central processor (CPU) for smaller workloads at low latency. Join Us next week for the launch event that will be live broadcasted from Nasdaq: https://lnkd.in/gvVszCRg #IntelAI #AIPC #IntelCoreUltra #AIeverywhere
Media Alert: Join Intel ‘AI Everywhere’ Launch Event on Dec. 14
intel.com
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Summary: Intel's Gaudi3, an AI accelerator, was expected to be announced at the 'AI Everywhere' event to compete with NVIDIA's H100. However, the actual reveal of Gaudi3 by Intel's CEO, Pat Gelsinger, left the crowd unimpressed. Despite this, Intel's Gaudi roadmap remains on track, with Gaudi3 expected to launch next year and Falcon Shores integrating GPU and Gaudi capabilities by 2025. The post highlights the potential significance of Gaudi3 for Intel's position in the competitive AI and GPU market. Takeaway: Intel's Gaudi3 holds significant potential to shape the company's position in the AI and GPU market, with implications for its competitiveness against NVIDIA and AMD. Hashtags: #Intel #Gaudi3 #AIaccelerator #NVIDIA #AMD #AIcompetition #GPUmarket #TechNews
Summary: Intel's Gaudi3, an AI accelerator, was expected to be announced at the 'AI Everywhere' event to compete with NVIDIA's H100. However, the actual reveal of Gaudi3 by Intel's CEO, Pat Gelsinger, left the crowd unimpressed. Despite this, Intel's Gaudi roadmap remains on track, with Gaudi3 expected to launch next year and Falcon Shores integrating GPU and Gaudi capabilities by 2025. The p...
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Fastest #gpu first. AMD is making a move in the AI chip making race. AMD agreed yesterday to acquire New Jersey-based ZT Systems for $4.9B. ZT systems with an annual revenue of $10 B is a data center infrastructure firm. #nvidia is a market leader with 95% of the market share with the remaining 5% under AMD's umbrella. With data centers becoming the nervous system of #genai and #technology at large, this move will support AMD's posture among some of its big AI customers like #microsoft AMD to Buy ZT Systems in $4.9 Billion Challenge to Nvidia https://lnkd.in/gHT_88qf #ai #datacenter #amd #chips
AMD to Buy ZT Systems in $4.9 Billion Challenge to Nvidia
finance.yahoo.com
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AMD, Broadcom, Cisco, Google, Hewlett Packard Enterprise, Intel Corporation, Meta, and Microsoft have announced the formation of the Ultra Accelerator Link (#UALink) Promoter Group. This consortium aims to tackle the challenges of scaling up GPU/ASIC clusters by developing a new open industry standard for high-speed, low-latency communication, crucial for advancing AI systems in data centers. At the moment, there is no alternative to #NVLink, NVIDIA's proprietary scale-up fabric, leveraging the latest SerDes technologies. Other PCIe based fabrics like the AMD Infinity fabric, don't scale beyond 8 GPUs and are dependent on the #PCIe standard, which is advancing at a very slow pace compared to the rest of the industry. Having a high bandwidth, low latency, cache-coherent scale-up fabric is essential for AI clusters and NVLink is one of NVIDIA's biggest competitive advantages. Having an NVLink alternative, which is open and supported by a broad ecosystem is very much in the interest of hyperscaler's who are designing their own custom silicon, and also for the other GPU/ASIC vendors. Open standards would take time to finalize the specs, freeze the standards and start appearing in various products. I guess if they move fast considering the urgency of demand, we could expect early products in the late 2026-27 time frame. NVIDIA will continue to be the undisputed leader for AI clusters until then! https://lnkd.in/gcqssCyB
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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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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
Intel discloses list prices of its Gaudi 3 and Gaudi 2 AI accelerators and we're in for a shock — rivals to iconic Nvidia's H100 GPU have a much better performance per dollar ratio but will it matter?
techradar.com
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Tech Industry Advisor, Realist & Thought Leader dedicated to making you constructively uncomfortable. Ring the bell 🔔 on my profile for the tech and industry insights the matter!
Apparently, the big "tech" headline of the day is AMD's announcement that they will be acquiring ZT Systems to expand their GenAI supercomputing play with hyperscalers. "Indeed, neXt Curve Founder Leonard Lee told Fierce that part of the reason AMD has been lagging NVIDIA in the AI accelerator realm is because both it and fellow competitor Intel Corporation "have shied away from going too far downstream." That is, instead of building it all themselves, both AMD and Intel have chosen to rely on a more "open" approach that relies on ecosystem partnerships to bring it all together." Thanks to Diana Goovaerts of Fierce Network for reaching out. Great to be quoted next to Patrick Moorhead of Moor Insights & Strategy, Jack Gold or J.Gold Associates , LLC. and New Street Research. CLICK HERE TO READ THE ARTICLE: https://lnkd.in/gCAkiyNN #nvidia #blackwell #amd #intel #ZTsystems #genaisupercomputing #generativeai #acceleratedcomputing #nextcurve
Here's what analysts think of AMD's $4.9B bid to challenge Nvidia
fierce-network.com
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🔥As NVIDIA CEO Jensen Huang and AMD CEO Lisa Su visited Taiwan to announce NVIDIA’s Rubin and AMD’s AI chips, COMPUTEX 2024 has certainly taken center stage lately. 🔎 During COMPUTEX, NVIDIA unveiled its new generation Rubin architecture, indicating that the R series products are expected to go into mass production in the fourth quarter of 2025. On the other hand, AMD introduced its latest AI chips, MI325X and MI350. 💡 Curious about TSMC’s collaboration with these tech giants’ latest chips on its advanced nodes? Find out more: https://buff.ly/3XbZJOB 🔗 #TSMC #NVIDIA #AMD #Intel #COMPUTEX2024
[News] A Quick Overview at TSMC’s Latest Collaboration with Intel, NVIDIA and AMD at COMPUTEX 2024 | TrendForce Insights
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CEO at The Futurum Group. Chief Analyst at Futurum Research. Co-Host of The Six Five Podcast and The Six Five Summit. Co-founder of Signal65.
Not sure which future of NVIDIA comparison has been more interesting to observe?👇🏻👇🏻👇🏻 NVIDIA - CISCO = the biggest winner/loser of the Internet bubble. OR NVIDIA - INTEL = dominant player of a computing era displaced by some type of failed execution or missed trend adoption. At its current peak it’s really hard to see nvidia ever faltering. But same could have been said for both Intel and Cisco at their respective peak. I see more parallel to Intel with its market leading position in datacenter GPU (~92%) being likened to Intel’s long market leadership in x86 datacenter CPU, which was in the high 90% at its peak before AMD was able to make a dent and Arm began to infiltrate the market. This took about 6-7 years from peak Intel market share where it had 95-98% in the latter part of the last decade (2015-2018) I think the Cisco comparisons lack a key understanding of what the real moat is for NVIDIA which isn’t the processor itself, despite its innovative designs, but rather the software abstraction (CUDA) and the massive and growing developer base. Cisco has spent the past decade developing ARR and software streams that now constitute about half of its business, but finds itself in a much more competitive market and has been on defense of its market leadership for well over a decade. Intel's struggles, have seen the company shed market share for the past 6+ years and it has now found itself largely on the outside looking in on datacenter AI despite investments in Habana (Gaudi) and a plan for a 2025 DC GPU (Falcon Shores). I see it gaining some traction as demand surges, but it finds itself in a similar situation to AMD after the Opteron meltdown. Nevertheless, a comeback for Intel is possible. Just ask AMD. But, whether nvidia is the Cisco of the AI era or the next Intel is far fetched. Unless you don’t believe AI really is a fad and having a massive hardware and software advantage and nearly the entire market for general purpose AI processors doesn’t create a significant advantage. Having said that. Disruption and the diffusion of innovation is happening faster and faster. So, nothing will last forever. No matter how much we want it to. #Semiconductors #AI #Intel
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🔥 Driven by the growing trend of AIPC, the battle for enhancing AI chip computing power among #AMD, #Intel, and #Qualcomm is heating up! 💥 To secure dominance in the next generation of AI computing, these three competitors have unveiled their respective chips. 💡 Discover more about their chips amid the intensiying battle here: https://buff.ly/49Bks0W 🔗 #Intel #AMD #Qualcomm
[News] Battle in AI PCs: Exploring Intel, AMD, and Qualcomm Chips’ AI Computing Power | TrendForce Insights
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