Intel has thrown down the gauntlet to NVIDIA, with the announcement of its new AI chip, Gaudi 3. The tech giant revealed its latest innovation at the Vision event on April 9, positioning it as a major competitor to NVIDIA's AI chips.

Gaudi 3's Power Efficiency and Speed Outshine NVIDIA's H100 GPU

Intel's Gaudi 3 chip promises to be more than twice as power-efficient as NVIDIA's H100 GPU and can run AI models one-and-a-half times faster. It comes in various configurations, such as a motherboard with eight Gaudi 3 chips or a card that can be easily integrated into existing systems.

Intel's Strategy and Product Management

Vice President, Jeni Barovian, emphasized the importance of choice and an open approach in the industry. She stated that Intel, as a leader in computing, aims to meet the needs of its customers by delivering solutions that align with the wave of generative AI.

NVIDIA's Dominance Faces Challenges from Google, Intel, and QualCOMM

NVIDIA's dominance in the AI chip market, with a staggering 83% share, has been a cause for concern for many technology companies, including Google, Intel, and QualCOMM. These companies are planning to collaborate under the UXL Foundation to create alternative software that can power different types of AI accelerator chips. They aim to leverage Intel's OneAPI software, which was initially developed for this purpose.

Goldman Sachs asset managers are also keeping an eye on AI chipmakers in emerging markets with promising futures, such as NVIDIA. With the increasing trend and competition in the AI sector, more companies are expected to emerge and challenge NVIDIA's dominance in the near future.