Intel's ปล่อยชิป Gaudi3 เร็ว แรง ประหยัดกว่า H100 Nvidia ลูกค้า Dell Lenovo SMCI จ่อต่อคิว
หรือนี่คือสาเหตุที่ไมโครซอฟเลือก intel แทนAMD?
***Political risk
จีนสั่งband intel, amd กูรูบางท่านบอก ชิลๆ กระทบยอดขายน้อยกว่า10%
According to Intel, the Gaudi 3 is 40% more power efficient with 50% faster inferencing than Nvidia’s H100. Training refers to the time it takes to train an AI foundation model like OpenAI’s GPT-3, while inferencing is the process of actually using the models for apps.
Intel says the Gaudi 3 is up to 1.7 times faster when training common large language models than the H100. Intel even says its chip is an average of 1.3 times faster than Nvidia’s beefier Nvidia H200 when it comes to inferencing certain language models.
several companies have purchased the Gaudi 3 AI accelerator. Intel announced Gaudi 3 availability to original equipment manufacturers (OEMs) – including Dell Technologies, HPE, Lenovo, and Supermicro.
แถมข่าว ไมโครซอฟ
Microsoft is buying chips from Intel for its data centers. This could be due to several reasons:
Microsoft is reportedly working on creating its own processors for its data centers based on ARM designs.
Microsoft’s design teams are reportedly working on a new processor aimed at data-center servers that currently run on chips from Intel.
Microsoft is likely designing chips to deliver better efficiency and performance for virtual machines.
Microsoft is also set to leverage Intel’s 18A technology for an undisclosed chip.
ความกังวลด้านจีน
In 2023, China accounted for 27% of Intel’s sales. However, Bernstein analyst Stacy Rasgon estimated that government purchases were only 10%.
Thus, a total cessation of China governmental purchases of Intel CPUs might impact revenue by low-single digits.
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