Intel benefits from Nvidia AI chip shortage

Stefan Mileschin · 12th September 2023, 04:54

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

12th September 2023, 04:54	#1
Stefan Mileschin [M] Reviewer Join Date: May 2010 Location: Romania Posts: 148,966	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

Similar Threads
Thread	Thread Starter	Forum	Replies	Last Post
We are only half way through the chip shortage	Stefan Mileschin	WebNews	0	27th May 2022 06:49
Intel CEO says chip shortage could continue until 2024	Stefan Mileschin	WebNews	0	1st May 2022 05:55
Chip shortage will not end next year	Stefan Mileschin	WebNews	0	21st December 2021 14:44
Volvo still badly hit by chip shortage	Stefan Mileschin	WebNews	0	1st December 2021 06:52
US and EU work together to sort out chip shortage	Stefan Mileschin	WebNews	0	1st October 2021 07:09
Only Apple is invulnerable to chip shortage	Stefan Mileschin	WebNews	0	25th August 2021 19:56
Volvo stalls on chip shortage	Stefan Mileschin	WebNews	0	12th August 2021 07:07
Intel confirms chip shortage will take it years to fix	Stefan Mileschin	WebNews	0	1st June 2021 05:29
Chip shortage is the US's fault - Huawei	Stefan Mileschin	WebNews	0	16th April 2021 10:06
Intel suffering major chip shortage	Stefan Mileschin	WebNews	0	5th January 2021 05:04