Dream morning from the concave fei Temple
Qubit | public QbitAI
AI chips in this high-speed growth market, Nvidia is still the absolute leader, at the present stage80%Market share.
Serious challengers have emerged:
Intel launches a new generationAI training chip Gaudi2, the process spans from 16nm to7nm, on par with nvidia's A100.
Performance wise, Intel also did something with the A100 at the launchDirect comparison, the training throughput reaches about A100Two times。
Intel also noted that the Gaudi generation is currently deployed on AWS than NvidiaThe average cost performance is 40% higher, targeted.
Compared with its Own Gaudi generation chips, Intel's this one is no different"Toothpaste bursting"。
The leap in manufacturing has also brought an increase in the number of components,Tensor coreWe went from 10 to 24, memory Upgrade from 32GB HBM2 to 96GB HBM2E,Cache SRAMIt also doubled from 24MB to 48MB.
The price isThe power consumption of the TDPAlso up from 350W to 600W, though Intel says it still doesn't need liquid cooling.
In addition to the training chip Gaudi2, also introducedReasoning chip Greco。
And for multimedia transcoding, visual graphics processing and cloud reasoningData center GPU, code Arctic Sound-M (ATS-M)。
What about CUDA?
The chips are tough enough, but nvidia faces a tough challenge -- CUDA computing.
Many companies and developers are used to CUDA, and it's not easy for them to migrate.
Eitan Medina, chief business officer of Intel's Habana Labs, said:
CUDA isn't really a moat that Nvidia can sustain.
Intel's answer is the open source oneAPI ecosystem, providedUnified programming model across architectures. It can simplify the co-development among CPU, GPU, FPGA and other accelerators for data center.
Sandra Rivera, head of Intel's data center and AI group, expects the market for AI chips to grow about 25 percent a year in the future, reaching about $50 billion in five years.
Intel's future plans are mainly throughInnovation and InvestmentTo eat the market, and future investment will be more focused on software.
Actually, the guy who developed the Gaudi chipHabana Labs，The Israeli startup that Intel acquired in 2019.
Other recent Intel investments in data centers and AI chips include:
Acquisition of Israel's largest wafer foundry at a high premiumHigh tower semiconductor。
Acquisition of Israeli cloud infrastructure companyGranulate。
Acquisition of Finnish IP providerSiru Innovations。
It also invested in optical I/O Solutions with NvidiaAyar Labs。
Ayar Labs' vision is that in the future chips and systems will be connected by light rather than electrical signals.
There are also 12 generation Core HX mobile CPUS
Intel this time along with AI new releases also have CPU new products.
The 12th generation of Core HX series processors, for high-end mobile workstations and avid game books.
The i9-12900HX has up to 16 cores and 5GHz frequency, with a 64% improvement in multi-core performance compared to the previous generation, which is more improved than the APPLE M1 Max.
At present, the notebook has lenovo new rescuer Y9000K overseas edition carrying this series, options including I9-12900HX and I7-12800HX.
Prices: from $2,449.