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Intel announced its plans to compete with NVIDIA - namely, the H100 - in the burgeoning AI space. Its plans include a new Gaudi 3 AI accelerator card, a push for more open standards than NVLink (like ethernet), and Xeon 6 CPUs. We cover Intel's news, what we think its strategy is, and give opinions from the consumer viewpoint.
00:00 - Intel Says Intel is Boring
01:41 - AI, AI, AI, AI, AI
03:52 - Alternatives to NVIDIA for AI
06:50 - Everybody is Gunning for NVIDIA
10:57 - Fight for Second
13:47 - Intel Gaudi 3 Accelerator
15:45 - Intel is Excited
17:33 - Xeon 6, Lunar Lake, Panther Lake
20:03 - Intel AI Software Stack
21:13 - What We Think
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Steve Burke: Host, Writing
Jeremy Clayton: Writing
Video: Vitalii Makhnovets
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