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☆ Intel used to dominate the U.S. chip industry. Now it's struggling to stay relevant
▼ + stars: | 2024-04-26 | by ( Kif Leswing | ) www.cnbc.com time to read: +16 min

David Paul Morris | Getty Images News | Getty ImagesThe iPhone could have had an Intel chip inside. It would've made sense to use Intel chips, which ran on the best desktops at the time, including Apple's Macs. Braithwaite, who worked at Intel in the 1980s, said Intel's process engineers were the company's "crown jewels." Intel doesn't have a GPU competitor to Nvidia's AI accelerators, but it has an AI chip called Gaudi 3. For comparison, AMD expects about $2 billion in annual AI chip revenue.

Persons: Pat Gelsinger, Seth Wenig, Gelsinger, Biden, Nicholas Braithwaite, Akshara Bassi, It's, Steve Jobs, David Paul Morris, Apple, Paul Otellini, Walter Isaacson's, Otellini, Isaacson, Jobs, Apple didn't, Apple —, TSMC, Mikako Kitagawa, Joe Biden, Brendan Smialowski, Braithwaite, Gordon Moore, Moore's, Brian Krzanich, 7nm —, TSMC didn't, Jensen Huang, Josh Edelson, OpenAI, Gaudi, Intel's, it's, Bassi, CNBC's Jon Fortt Organizations: Intel, Taiwan Semiconductor Manufacturing Company, Nvidia, Micro Computer, Qualcomm, Broadcom, Texas Instruments, AMD, Apple, Celesta, Meta, Microsoft, Getty, Samsung, Gartner, Asus, AFP, Semiconductor, Engineers, SAP Center, Afp, Companies, Blackwell, Habana Labs, Gaudi, FactSet, U.S Locations: New York, American, U.S, Chandler , Arizona, California, San Jose , California, Taiwan, Columbus , Ohio

The MLPerf benchmark is based on GPT-3, an AI model used to train ChatGPT, the viral chatbot developed by OpenAI and backed by Microsoft (MSFT.O). Habana Labs, an AI chip company acquired by Intel, ran the benchmark in 311.945 minutes with a much smaller system equipped with 384 Gaudi2 chips. "You will get a 1.5X to 2X speed up on the Habana results. So that's when we see Habana Gaudi2 being really competitive and lower priced than H100," Plawner told Reuters. Plawner declined to say how much a Gaudi2 chip costs, but said the industry needs a second supplier of chips for AI training, and the MLPerf results show Intel can fill that need.

Persons: David Kanter, Kanter, Intel's Jordan Plawner, Habana, Plawner, Jane Lanhee Lee, Christopher Cushing Organizations: Nvidia, Microsoft, Reuters, Habana Labs, Intel, Products, Habana, Thomson Locations: San Francisco, Habana

☆ U.S. Argonne National Lab scales up startup SambaNova's latest AI system
▼ + stars: | 2022-11-14 | by ( Jane Lanhee Lee | ) www.reuters.com time to read: +2 min

Nov 14 (Reuters) - Silicon Valley artificial intelligence (AI) computing startup SambaNova Systems said on Monday it delivered eight units of its latest AI system to the U.S. Argonne National Laboratory, which is expanding its AI offering to researchers. With AI work taking center stage in research, Argonne National Laboratory has been testing out various AI chips and systems, Rick Stevens, associate lab director for computing, environment and life sciences at Argonne lab told Reuters. In addition to SambaNova, AI systems from startups including Cerebras Systems, Groq Inc, Graphcore, and Intel Corp (INTC.O) owned Habana Labs have been tested. "We're working with new emerging AI hardware architectures, and we get early hardware and then we play with it, we use it on our science applications," said Stevens. Steven said the lab was evaluating AI hardware for its next supercomputer to see if SambaNova and others can be included.

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