Intel does not give up and in the race for dominance in the artificial intelligence (AI) market declared open war on NVIDIA. Unlike the company led by Jensen Huang, the Santa Clara company aims to collaborate with the main technology companies to create an open ecosystem and counter the strong position of what has now become the queen of the market. NVIDIA, indeed.
But let’s see together in detail what is happening.
Intel’s position
The success of NVIDIA in the AI sector worries its competitors, also because the company has recently surpassed even Apple in market value. Among the fiercest opponents there is obviously Intel which a few months ago, through the mouth of Intel’s CEO, Pat Gelsinger, stated that the entire sector is uniting to fight NVIDIA’s dominance on the markets through its CUDA ecosystem, arguing that NVIDIA’s current leadership is temporary and set to change.
Now, Justin Hotard, Senior Vice President of Intel’s Data Center and AI Group, has revealed the company’s intention to create an “open ecosystem”. This ecosystem would allow Intel to support the entire AI market and potentially eliminate NVIDIA’s monopoly.
“Artificial intelligence is the most significant change since the internet,” Hotard said. “Intel’s strategy is to create an open ecosystem that includes everything from PCs to data centers. This would allow other companies to use Intel Foundry for semiconductor outsourcing, allowing Intel to support the entire AI market “.
The statement comes from the Intel AI Summit Seoul 2024, organized for the first time in South Korea. Intel’s vice president also reiterated the company’s commitment to establishing strong relationships with Korean companies such as Samsung Electronics and SK hynix, stating which will play a crucial role in the future of the market. Intel looks with great optimism to the future of AI, arguing that the technology will influence the vision of every company, pushing it to dedicate the right attention to artificial intelligence.
This move could indicate that Intel sees South Korea as a strategic opportunity, especially considering NVIDIA’s choice to side with Taiwan. While there is no evidence of regional favoritism, Intel is known to have strong business relationships with Korean companies such as SK hynix, supplier of HBM memory for Intel’s Gaudi accelerators.
It will be interesting to see how the sector evolves in the future, especially considering the role that international tensions, such as the risk of China invading Taiwan, could play.
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