Intel CEO Responds to Nvidia in AI Chip Battle

Estimated read time 2 min read

Intel Corp. CEO Pat Gelsinger took the stage at Taiwan’s Computex event to unveil the company’s latest innovations. These follow a goal of reclaiming lost territory from competitors, particularly Nvidia Corp, in artificial intelligence (AI) chips.

At the heart of the Intel presentation were the new Xeon 6 data center processors, cores enhanced to occupy tiny space in executing various functions compared to previous generations. Gelsinger followed comments from other executives as he led with benchmark results that showed Intel’s new lineup to be more powerful than its current, in a riposte to claims that conventional processors are increasingly insufficient for an AI world.

In outright rebuttal mode over Nvidia CEO Jensen Huang’s assertion that Moore’s Law is now immaterial, Gelsinger restated that Intel is not leaving anything behind in investing to drive AI capabilities and is leading the way to put these AI capabilities to work in the hands of everyone.

Gelsinger drew parallels to the Internet’s transformation of the world a quarter-century ago and described the AI powerhouse, as conceived by himself, that will drive the semiconductor industry to a trillion-dollar valuation before the end of the decade.

In addition to this hardware announcement, Intel further unveiled Gaudi systems designed to enable much larger AI models that partner with industry giants, including Dell Technologies Inc. and Inventec Corp. These large systems, using many AI-optimized processors, promise significant performance improvements over competitive offerings, which yield faster training and enhancements in inferencing capabilities.

However, Intel’s aggressive push to recover its leadership in the semiconductor market still needs to be solved. The company has stemmed its revenue freefall, but projections have it on a far slower upward growth path than peers Nvidia and AMD, which are already enjoying the newfound demand for AI computing solutions.

However, Gelsinger is firm in his vision of a resurgent Intel and knows that, in partnership with key collaborators, they can traverse the new terrain of AI-driven innovation.

The stakes are so high for Intel in charting the future that this is a make-or-break moment for the company, which was once a colossal force in the technology industry.

–Created by Ian King.

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