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AMD Runs Circles Around Intel With Helios Rack-Scale AI Systems
Intel (NASDAQ: INTC) made a run at the artificial intelligence (AI) accelerator market with its Gaudi line of chips, which came with the company's $2 billion acquisition of Habana. Unlike the graphics processing units (GPUs) from Nvidia and AMD (NASDAQ: AMD), Gaudi featured a different type of architecture that excelled in certain workloads. While Gaudi 3 wasn't up to par with Nvidia's leading AI accelerators when it launched, Intel offered attractive pricing as a way to lure customers.While Gaudi 3 won some high-profile customers, namely IBM for its watsonx platform, the chip was mostly a bust. Intel set a $500 million AI accelerator sales target for 2024, already a fraction of what Nvidia and AMD sell annually, and failed to meet it. While Gaudi's pricing was attractive, an immature software ecosystem, an unfamiliar architecture, and a complicated roadmap from Intel conspired to keep customers away.Image source: Getty Images.Continue reading
Intel (NASDAQ: INTC) made a run at the artificial intelligence (AI) accelerator market with its Gaudi line of chips, which came with the company's $2 billion acquisition of Habana. Unlike the graphics processing units (GPUs) from Nvidia and AMD (NASDAQ: AMD), Gaudi featured a different type of architecture that excelled in certain workloads. While Gaudi 3 wasn't up to par with Nvidia's leading AI accelerators when it launched, Intel offered attractive pricing as a way to lure customers.
While Gaudi 3 won some high-profile customers, namely IBM for its watsonx platform, the chip was mostly a bust. Intel set a $500 million AI accelerator sales target for 2024, already a fraction of what Nvidia and AMD sell annually, and failed to meet it. While Gaudi's pricing was attractive, an immature software ecosystem, an unfamiliar architecture, and a complicated roadmap from Intel conspired to keep customers away.
Image source: Getty Images.
