Intel and AMD Introduce New AI Chips to Compete with Nvidia’s H100

Technology giants Intel and AMD are investing heavily in artificial intelligence (AI) with the launch of their latest AI processors, aiming to challenge Nvidia’s H100’s market dominance in the growing AI sector. These processors are tailored to accelerate complex AI tasks like machine learning and natural language processing. Intel’s Gaudi3 chip, set to debut later this year, targets generative AI software, enhancing performance and efficiency. Additionally, Intel introduces CPUs with a Neural Processing Unit (NPU) for low-power AI acceleration. AMD unveils the MI300X, positioned as the industry’s most advanced AI accelerator, anticipating rapid sales growth.

In response to US export controls on China, Nvidia releases the “GeForce RTX 4090 D,” a modified gaming chip. This move aligns with the US government’s export control compliance and addresses restrictions affecting the RTX 4090’s sale in China. Nvidia currently dominates over 90% of China’s $7 billion AI chip market, but US-imposed restrictions prompt Chinese companies like Huawei to explore self-reliance in AI chip design and manufacturing, potentially reshaping the industry landscape.