Intel: Let's Kill Cuda!

Thursday, at an event in New York, Intel Chief Executive Putter Gelsinger unveiled Core Ultra, fifth-generation Xeon data center chips and its latest AI chip, Gaudi3, for Ai Intel Core. And claims that reasoning techniques will be more important than artificial intelligence training. Nvidia's CUDA advantage in training will not last forever, he said when asked.

Kilsinger: “You know, the whole industry has an incentive to kill Cuda.” He gives examples of companies like MLIR, Google and OpenAI that are moving to the“Pythonic programming layer.” To make artificial intelligence training more open.

“We Think Cuda's moat is shallow and small,” Kilsinger added. “Because the industry has an incentive to bring in a broader range of technologies for training, innovation, data science and so on.”

But Intel doesn't just rely on training. Instead, it thinks reasoning is king.

“Once you train the model... You Don't rely on Cuda because the reasoning happens,” Kilsinger says. The key is whether you can run the model well ? He said Intel would take up the challenge with Gaudi3, which was on stage for the first time today, and use Xeon and edge pcs to do so. “It's not that Intel won't compete in training, but fundamentally the reasoning market is the game,” says Kissinger

The just-released Gaudi3 will launch next year and will compete with rival chips from Nvidia and AMD to power large, power-hungry AI models.  

The launch of Gaudi3 is significant for intel, as the chip gives it the capital to compete with Nvidia's H100 and AMD's just-launched MI300X.

We know that the most famous AI models, such as OpenAI's CHATGPT, run on the Nvidia GPU in the cloud. That is one reason why Nvidia's shares are up almost 230 per cent so far this year. That's why companies like AMD and now Intel have released their latest AI chips, they hope the chips will lure AI companies away from Nvidia's dominant market position.

While the company has given few details, Gaudi3 will compete with Nvidia's H100, which is the main option for companies building large chip clusters to power AI applications, and AMD's upcoming MI300X, the latter will start shipping to customers in the 2024.

Intel has been making Gaudi chips since 2019, when it bought a chip developer called Habana Labs.

We've seen a boom in Generative AI, which is the star product of the 2023 industry,” says Kilsinger.

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