Intel benefits from Nvidia AI chip shortage
 

Customers will use any old chip

The shortage of Nvidia’s GPUs has customers searching for scrap heap to kickstart makeshift AI projects, and Intel is benefitting from it.

During a meeting with financial analysts at the Citi Global Technology Conference this week, Intel’s chief financial officer David Zinsner said customers seeking quick implementation of AI projects are looking at alternatives to GPUs.

“The challenges in getting GPUs — I think we see more customers taking a look at Gaudi as an alternative. And in addition, the price points are better and more attractive,” Zinsner said.

According to HPCwire Zinsner said Gaudi and Gaudi2 chips were shipping, with Gaudi3 coming out in a “reasonable period.”

During an earnings call last month, CEO Pat Gelsinger said the company has a $1 billion pipeline for AI chips. Zinsner said the pipeline is unrelated to AI chip orders secured by Intel but to “any customer that we could potentially see some business from who’s expressed some interest — we’re counting that then has to be converted to real dollars.”

https://fudzilla.com/news/57569-inte...-chip-shortage