Meta’s open-source Llama and the Abu Dhabi-backed Falcon and Intel says Gaudi 3 can help train or deploy models, including Stable Diffusion or OpenAI’s Whisper model for speech recognition. Intel also says its chips use less power than Nvidia’s.
The data center AI market is also expected to grow as cloud providers and businesses build infrastructure to deploy AI software, suggesting there is room for other competitors even if Nvidia continues to make the vast majority of AI chips. This year, Nvidia announced its B100 and B200 GPUs, which are the successors to the H100 and also promise performance gains. Those chips are expected to start shipping later this year.
Gaudi 3 is built on a five nanometer process, a relatively recent manufacturing technique, suggesting that the company is using an outside foundry to manufacture the chips. In addition to designing Gaudi 3, Intel also plans to manufacture AI chips, potentially for outside companies, at a new Ohio factory expected to open in 2027 or 2028, CEO Patrick Gelsinger told reporters last month.
Jeffrey Newman is a whistleblower lawyer whose firm represents whistleblowers in healthcare fraud cases under the False Claims Act (FCA) and also under the Securities and Exchange, FINCEN and CFTC whistleblower programs. He can be reached at Jeff@JeffNewmanLaw.com or at 617-823-3217
