Intel chief executive officer Pat Gelsinger took the stage at the Computex show in Taiwan to talk about new products he expects will help turn back the tide of share losses to peers, including AI leader Nvidia Corp.<\/p>\n
Intel showed its new Xeon 6 data center processors with more efficient cores that will allow operators to cut down the space required for a given task to a third of prior-generation hardware.<\/p>\n
Like rivals, from Advanced Micro Devices to Qualcomm, Intel touted benchmarks that showed its new silicon is significantly better than its existing options.<\/p>\n
AMD and Qualcomm\u2019s CEOs, in earlier Computex keynotes, used Intel\u2019s laptop and desktop processors to show how far ahead they are in certain aspects of technology.<\/p>\n
Gelsinger took a direct shot at Nvidia CEO Jensen Huang\u2019s claim that traditional processors like Intel\u2019s are running out of steam in the age of artificial intelligence.<\/p>\n
\u201cUnlike what Jensen would have you believe, Moore\u2019s Law is alive and well,\u201d he said, stressing that Intel will have a major role to play in the proliferation of AI as the leading provider of PC chips.<\/p>\n
\u201cI think of it like the internet 25 years ago, it\u2019s that big,\u201d Gelsinger said.<\/p>\n
\u201cWe see this as the fuel that\u2019s driving the semiconductor industry to reach $1 trillion by the end of the decade.\u201d<\/p>\n
Intel\u2019s Gaudi systems, which compile its chips into kits of multiple processors tailored to handle generative AI training, will be offered by partners like Dell Technologies and Inventec, Gelsinger said.<\/p>\n
One kit with eight Intel Gaudi 2 accelerators will sell for $65,000 (R1.2\u00a0 million).<\/p>\n
A more powerful kit of eight Intel Gaudi 3 accelerators will list at $125,000 (R2.3 million), with the company estimating both offerings are more affordable than competitors\u2019.<\/p>\n
Each of those Gaudi 3 clusters is composed of 8,192 accelerators and Intel estimates it offers up to 40% faster time to train an AI model compared to an equivalent size cluster of Nvidia H100 GPUs.<\/p>\n
Intel also said Gaudi 3 would be as much as two times faster than Nvidia\u2019s H100 in executing AI inferencing tasks, as measured in popular models like those made by Meta Platforms Inc. and Mistral.<\/p>\n
Those advantages may not be enough to topple Nvidia from the lead in data centre AI processing.<\/p>\n
\u201cThe performance of each individual accelerator is no longer the most important thing,\u201d said Leonard Lee, an analyst at neXt Curve.<\/p>\n
Nvidia\u2019s greatest advantage is in having a cohesive and integrated ecosystem and proprietary technology like NVLink that ensures its computing clusters work as one.<\/p>\n
\u201cThe power is in being able to create a massive logical accelerator of tremendous size.\u201d<\/p>\n
Santa Clara-based Intel has led the computer industry for decades, but its revenue has slid over the last two years as it\u2019s fallen behind rivals.<\/p>\n
Gelsinger, who was brought back to the company three years ago to turn around its fortunes, has spent heavily to revitalize its offerings and build out a factory network he has said will reclaim leadership in chip design and manufacturing.<\/p>\n
While Intel\u2019s sales have stopped shrinking, analysts aren\u2019t projecting a rapid rebound and the company is on course to end 2024 with $20 billion less revenue than it had in 2021.<\/p>\n
Meanwhile Nvidia\u2019s sales are set to double and AMD will grow at more than 10%, according to estimates, as those companies take better advantage of the flood of spending on AI computing hardware.<\/p>\n
\u201cThis is the most consequential time of our careers together,\u201d Gelsinger said, reiterating the importance for Intel of working with its partners. \u201cWe were made for this moment.\u201d<\/p>\n","protected":false},"excerpt":{"rendered":"
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