Intel has been quietly building its AI chip portfolio and recently added the Jaguar Shores AI accelerator to its roadmap in a move that seeks to compete with the likes of Nvidia and AMD.
The Jaguar Shores AI accelerator, unveiled at the recent SC2024 supercomputing conference, is a key component of Intel’s strategy to remain competitive. Although details are scarce, Jaguar Shores will most likely be the successor to Falcon Shores, which is scheduled for release in 2025.
Jaguar Shores may be a target for AI inference, a domain where Intel hopes to make headway against Nvidia and AMD. It’s not yet clear whether Jaguar Shores will be a GPU or an ASIC, but Intel’s existing product roadmap suggests it could simply be a next-generation GPU designed for AI applications. business.
While Intel has lagged behind its competitors in AI training hardware, the company is now focusing on AI inference, leveraging its Gaudi chips and upcoming technologies like Falcon Shores and Jaguar Shores.
However, to regain its competitive edge, Intel will have to overcome several technical and organizational challenges.
Intel has faced multiple setbacks in the AI hardware space, notably in the GPU segment. The company’s previous attempt to develop a GPU, Rialto Bridge, was cancelled due to a lack of customer interest, leaving institutions like the Barcelona Supercomputer Centre in a difficult position.
Intel’s plans for the Falcon Shores GPU have been revised several times, originally intended as an integrated CPU-GPU product and now reimagined as a standalone GPU.
Intel has largely conceded the AI training market to Nvidia and AMD, with Nvidia dominating thanks to its GPUs and CUDA software stack. Intel CEO Pat Gelsinger acknowledged the company’s distant position in the AI race before his retirement, admitting that Intel currently ranks behind Nvidia, AWS, Google Cloud, and AMD.
Intel is banking on its upcoming 18A production node to give it an edge over competitors like TSMC. The 18A process, which incorporates new technologies such as RibbonFET transistors and back-force supply, promises the chips’ power and functionality.
Via HPCwire
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