The chipmaker's Gaudi 3 launch, announced at the Intel Vision conference, is the linchpin of Intel's plans to garner AI training and inference workloads and take share from Nvidia.
New Chips, New Business Models Ahead In Accelerated Computing
Nvidia stock is up 267% YoY. With over 10,000 people in physical attendance and up to 100,000 people virtually attending, this could be the largest AI conference. All eyes on the next wave for AI with CEO Jensen Huang ready to keynote at 1:00 pm PT at the SAP Center in San Jose. The key things to look for in the keynote:
Intel CEO Pat Gelsinger launched Intel Foundry and a roadmap for process technology that'll manufacture artificial intelligence processors for internal and external customers. The bet is that Intel Foundry can be the manufacturer for a wide range of AI systems.
Intel has to prove that it can be an AI player along with Nvidia and AMD even though the company is playing catch-up with its Gaudi3 AI accelerator.
Intel handily topped third quarter expectations as the company's PC business stabilized.
