Intel's New Gaudi 3 AI Chip: Threat to Nvidia's Dominance?
Intel's New Gaudi 3 AI Chip: Threat to Nvidia's Dominance?
Intel claims its new Gaudi 3 chip outpaces Nvidia's H100 by 50%. Of all major semiconductor companies, Intel (NASDAQ: INTC) has perhaps been the most disappointing over the past decade. Even with the advent of cloud computing and the AI revolution, the stock has returned only 86% over the past 10 years, a little more than one-third of the return of the S&P 500 index and less than one-tenth the return of the semiconductor sector, as defined by the Van Eck Semiconductor ETF.
Missteps and Innovations
- Intel's testing involved open-source models to challenge Nvidia's dominance in AI.
- Intel leads consortiums for developing open-source AI solutions, posing long-term threats to Nvidia.
Conclusion: Intel's Gaudi 3 chip launch presents a formidable challenge to Nvidia in the AI space, highlighting Intel's turnaround efforts and strategic partnerships to reshape the industry landscape.
This article was prepared using information from open sources in accordance with the principles of Ethical Policy. The editorial team is not responsible for absolute accuracy, as it relies on data from the sources referenced.