Intel Unveils Next-Generation AI Semiconductor 'Gaudi3'... Targeting Nvidia Directly

Intel unveiled its next-generation artificial intelligence (AI) semiconductor, 'Gaudi3.' Intel claims that its performance surpasses that of NVIDIA's AI semiconductors. Following AMD, Intel's release of a new product has drawn attention to whether it can change the AI semiconductor market landscape, which NVIDIA currently dominates.

[Image source=AP Yonhap News]

On the 14th (local time), Intel revealed a prototype of the new AI semiconductor Gaudi3 at a product launch event held in New York and announced plans to release it next year. Pat Gelsinger, Intel's CEO, said, "We are watching the growing interest in this year's star, 'generative AI,'" adding, "AI PCs will be the star of next year."

Gaudi3 improves processing speed by up to four times compared to its predecessor. The capacity of high-bandwidth memory (HBM) has increased by 1.5 times, enhancing the performance for processing large language models (LLM). Intel emphasized that it will outperform NVIDIA's H100.

This product is expected to compete with NVIDIA's graphics processing unit (GPU) H100 and AMD's upcoming latest AI semiconductor MI300X. Before Intel unveiled Gaudi3, AMD released its AI semiconductor Instinct MI300X series on the 6th. With Intel following AMD in launching AI semiconductors, attention is focused on whether they can break NVIDIA's monopoly in the AI semiconductor market. Currently, leading AI models such as ChatGPT developed by OpenAI mostly run on NVIDIA GPUs. As a result, NVIDIA is estimated to hold about 90% of the AI semiconductor market.

Bloomberg reported, "Competitor AMD is taking market share in the PC and server sectors, and some of the largest customers are designing their own semiconductors, putting Intel in fiercer competition than ever before," adding, "To inject growth momentum into Intel, which has struggled due to past mistakes and a broad PC downturn, CEO Gelsinger is pinning hopes on AI."

Additionally, Intel unveiled the 'Core Ultra' chip for Windows laptops and PCs, as well as the new '5th generation Xeon' server chip. Both chips are equipped with neural processing units (NPU) used to run AI programs faster, improving power efficiency and task speed.

Core Ultra, manufactured using a 7-nanometer (nm; 1 nanometer is one-billionth of a meter) process, was applied to Samsung Electronics' first AI laptop, the Galaxy Book4 series, released on the same day. It provides sufficient performance for general computing tasks rather than high-performance AI tasks like ChatGPT. It also features powerful gaming capabilities, and with enhanced graphics performance, programs can run over 40% faster.

The 5th generation Xeon processor, a central processing unit (CPU) for servers, is installed in large-scale servers such as cloud systems and is used alongside NVIDIA GPUs to run generative AI. Intel explained, "The latest Xeon processors offer efficient inference performance that consumes less power than training AI."

Meanwhile, Intel's stock price closed up 1.37% on the New York Stock Exchange following the AI semiconductor announcement.

This content was produced with the assistance of AI translation services.