Intel Senior Vice President: "Korea Focuses on AI Vision... Collaboration with Naver, Samsung, SK"

Intel Hosts 'AI Summit Seoul 2024'
Strengthening Competitiveness of AI Accelerator 'Gaudi'
"Collaborating with All HBM Suppliers"

As NVIDIA continues its dominance in artificial intelligence (AI), Intel is increasing close collaborations with domestic companies to enhance the competitiveness of its AI accelerator, 'Gaudi.' In the process of building a software ecosystem, Intel is working closely with Naver, and for the application of high-bandwidth memory (HBM) included in Gaudi, it is cooperating with Samsung Electronics and SK Hynix.

Justin Hotard, Senior Vice President and General Manager of Intel's Data Center and AI Business, is answering reporters' questions at the 'Intel AI Summit Seoul 2024'. / Photo by Intel Korea

Justin Hotard, Senior Vice President and General Manager of Intel's Data Center and AI Business, told reporters at the 'Intel AI Summit Seoul 2024' held on the 5th at the JW Marriott Hotel Seoul, "Partnerships with Korean companies are at the core of our AI future vision." This was in response to a question about the importance of Korean companies in Intel's AI business strategy.

Hotard said, "In addition to Naver, we have long-term partnerships and collaborations with memory companies Samsung Electronics and SK Hynix." He added, "Recently, we announced cooperation with SK Telecom on 6G," and explained, "Samsung Electronics and LG Electronics are important device partners in AI PCs."

Earlier, Intel announced in April that it would conduct a joint research project with Naver to build the Gaudi ecosystem. The goal is to conduct various studies applying Gaudi2, reducing dependence on NVIDIA AI accelerators while enhancing Gaudi's competitiveness.

At the event, Ha Jung-woo, Head of Naver Cloud AI Innovation Center, attended as a presenter and said, "Initial experimental verification results of Gaudi2 showed competitive figures compared to the H100." He added, "We plan to release several experimental results by the end of the year and will work with Intel and domestic partners to apply many of our experimental results to the Gaudi3, which will be launched at the end of the year."

Intel will unveil the next-generation product, Gaudi3, in the third quarter. Gaudi3 will be produced using the 5nm process of TSMC, a Taiwanese foundry (semiconductor contract manufacturer), and will incorporate HBM2E, the third generation of HBM products.

After the briefing, when asked by reporters about HBM suppliers, Hotard said, "We are cooperating with all HBM suppliers." In a situation where HBM demand exceeds supply, he revealed that discussions are ongoing with all three companies: SK Hynix, Samsung Electronics, and the U.S. company Micron.

Intel plans to focus on chasing NVIDIA through Gaudi3. Hotard emphasized, "The upcoming Gaudi3 will be the most powerful product in terms of price-to-performance compared to other solutions currently on the market."

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