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“AI is the big elephant in the room” $Intel (INTC.US)$ This is because their exposure to AI is solid. Intel's AI accelerator Gaudi 3 directly competes with Nvidia's H100 series. During the Vision 2024 event, Intel management stated that the Gaudi 3 will have an average of 50% better reasoning and an average 40% better power efficiency than the Nvidia H100.
There is a high possibility that Gaudi, which has achieved an attractive price compared to the H100, will become a popular model to replace the H100 series. Furthermore, the previous generation Gaudi 2 proved its appeal by powering up the Llama Large Language Model (LLM) of Meta Platforms, Inc. (META).”
Intel and why it's rising now
Intel $NVIDIA (NVDA.US)$ with $Advanced Micro Devices (AMD.US)$ It spent about the same amount of research and development expenses when combined...
“AI is the big elephant in the room” $Intel (INTC.US)$ This is because their exposure to AI is solid. Intel's AI accelerator Gaudi 3 directly competes with Nvidia's H100 series. During the Vision 2024 event, Intel management stated that the Gaudi 3 will have an average of 50% better reasoning and an average 40% better power efficiency than the Nvidia H100.
There is a high possibility that Gaudi, which has achieved an attractive price compared to the H100, will become a popular model to replace the H100 series. Furthermore, the previous generation Gaudi 2 proved its appeal by powering up the Llama Large Language Model (LLM) of Meta Platforms, Inc. (META).”
Intel and why it's rising now
Intel $NVIDIA (NVDA.US)$ with $Advanced Micro Devices (AMD.US)$ It spent about the same amount of research and development expenses when combined...
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$NVIDIA (NVDA.US)$
I wonder if we'll buy our shares at next week's general shareholders' meeting
I wonder if we'll buy our shares at next week's general shareholders' meeting
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becchi : That's because Gaudi 3 isn't CUDA compatible.