Attack on Nvidia

Intel and Google present new AI chips

To date, Nvidia has dominated the market for AI chips.

(Bild: ©Lee - stock.adobe.com)

Intel and Google have presented new chips for artificial intelligence with which they want to attack top dog Nvidia in the rapidly growing market. According to Intel's statements on Tuesday, the Gaudi 3 will enable some AI systems to be trained 50 percent faster than with Nvidia's H100 processor.

"First and foremost, our customers want more choice in the industry," said Intel Vice President Jeni Barovian Panhorst. Google's new TPU v5p chip variant is said to be twice as fast as its predecessor. Customers will have access to it via Google's cloud services.

Intel shares rose by around one percent following the announcement at the Vision trade fair, while Google's parent company Alphabet rose slightly less. Nvidia shares, on the other hand, fell by around three percent. Last year, the US company controlled around 83 percent of the corresponding market for data centers, while Google's TPUs accounted for a large part of the rest.

An alliance is now also attempting to break Nvidia's dominance in the associated software. The market leader is not standing still: in mid-March, it presented the Blackwell series with the B200 chip, which is set to replace the H100 chip.