The Intel Corporation has substantial resources in the race to power artificial intelligence, but its ability to accelerate development and delivery is crucial, and its window of opportunity is narrowing. Intel’s executives emphasized the potential of AI, including its application in the PC business. Intel’s Habana Gaudi chip, a first generation deep learning training & inference processor, is in development for next year for Supermicro systems.
Intel faces competition and pressure to deliver on product launches and avoid delays. Intel is also establishing a contract manufacturing business to compete with Taiwan Semiconductor Manufacturing Co. However, any missteps could hinder its progress in seizing a major opportunity. Intel must overcome doubts to succeed, as rival Advanced Micro Devices appears better positioned in capturing data-center spending.
Despite this, Intel remains optimistic and plans to provide positive updates with customers and expanded business opportunities. Many companies are rapidly adding high-end servers with AI-ready chips, and Nvidia Corp. has been leading the AI arms race with its GPU technology. The potential for AI in the PC market is immense, and Intel aims to bring AI capabilities directly into its PC chips, similar to the way its Centrino chip family brought WiFi functionality to PCs in 2003. This might address latency challenges and reduce reliance on cloud services and shared data. Intel believes it can be a volume leader in sophisticated AI-enabled PC chips, starting with its upcoming Meteor Lake chips.
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