Latest news with #Gaudi3
Yahoo
a day ago
- Business
- Yahoo
Intel Collaborates With Exostellar to Scale AI Initiatives Faster
Intel Corporation INTC has partnered with Exostellar to make enterprise-grade AI infrastructure accessible in a cost-effective manner. Intel's partnership with this leading innovator in autonomous compute orchestration and cloud optimization, which leverages AI and ML technologies, is likely to deliver an end-to-end solution with support for quota enforcement, dynamic borrowing, fair queuing and priority-based scheduling. This, in turn, will bring cloud-like agility and efficiency to on-premises or hybrid infrastructure for a more competitive AI hardware collaboration combines Intel Gaudi AI accelerators with Exostellar's advanced Kubernetes-Native AI Orchestration, Multi-Cluster Operator to enable customers to maximize utilization, control access and streamline the compute resources across teams and projects. It aims to empower organizations to build and scale AI initiatives faster, more efficiently and more cost-effectively by developing an open ecosystem with multi-vendor support that boosts ROI while maintaining Intel Gaudi 3 AI accelerator is poised to power AI systems with remarkable efficiency. Equipped with up to tens of thousands of accelerators interconnected through Ethernet, the Gaudi 3 accelerator promises a substantial boost in AI training and inference capabilities, enabling global enterprises to deploy AI at scale with ease. It boasts impressive performance metrics, offering faster time-to-train and superior inference throughput. Furthermore, Intel's commitment to open, community-based software and industry-standard Ethernet networking ensures flexibility and scalability for enterprises, allowing them to seamlessly integrate AI solutions tailored to their specific needs. Intel remains on track with its 5N4Y (five nodes in four years) program to regain transistor performance and power performance leadership by 2025. Intel Xeon platforms have reportedly set the benchmark in 5G cloud-native core with substantial performance and power-efficiency improvements, additional power-saving capabilities and easy-to-deploy software. This has triggered healthy demand trends from major telecom equipment manufacturers and independent software vendors to optimize and unleash proven power savings for a more sustainable has witnessed healthy traction in AI PCs, which have taken the market by storm and remain firmly on track to ship more than 100 million by the end of 2025. Panther Lake – the chip based on Intel 18A and the architectural successor to the well-received Lunar Lake – is slated to be launched in the second half of 2025, while Clearwater Forest – the first Intel 18A server product – is likely to be unveiled in the first half of 2026. Despite AI chip traction, Intel has plunged 27.9% in the past year against the industry's growth of 24.3%, lagging its peers Advanced Micro Devices, Inc. AMD and NVIDIA Corporation NVDA. While Advanced Micro has declined 13.6%, NVIDIA has gained 28.8% over this period. One-Year INTC Stock Price Performance Image Source: Zacks Investment Research Earnings estimates for Intel for 2025 have moved down 84.9% to 28 cents over the past year, while the same for 2026 has declined 68.2% to 74 cents. The negative estimate revision depicts bearish sentiments for the stock. Image Source: Zacks Investment Research Although Intel has scaled its AI footprint, it seems to lag NVIDIA on the innovation front, with the latter's H100 and Blackwell GPUs being runaway successes. Leading technology companies are reportedly piling up NVIDIA's GPUs to build clusters of computers for their AI work, leading to exponential revenue growth. An accelerated ramp-up of AI PCs further affected the short-term margins of Intel as it shifted production to its high-volume facility in Ireland, where wafer costs are typically higher. Margins were also adversely impacted by higher charges related to non-core businesses, charges associated with unused capacity and an unfavorable product mix. Image Source: Zacks Investment Research China accounted for more than 29% of Intel's total revenues in 2024, making it the single largest market for the company. However, the communist nation's purported move to replace U.S.-made chips with domestic alternatives significantly affected INTC's revenue prospects. The directive to phase out foreign chips from key telecom networks by 2027 underscores Beijing's accelerating efforts to reduce reliance on Western technology amid escalating U.S.-China weaker spending across consumer and enterprise markets, especially in China, resulted in elevated customer inventory levels, resulting in soft demand trends. Strict export control measures are further likely to affect the market dynamics, leading to below-par revenue growth in the near term. Intel has been facing challenges due to the disruptive rise of over-the-top service providers in this dynamic industry. Price-sensitive competition for customer retention in the core business is expected to intensify in the coming days. Aggressive competition is likely to limit the ability to attract and retain customers and affect operating and financial road ahead for Intel is bumpy and strewn with daunting challenges, and how it navigates these roadblocks in the coming days remains to be seen. Intel carries a Zacks Rank #3 (Hold) at present. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Intel Corporation (INTC) : Free Stock Analysis Report Advanced Micro Devices, Inc. (AMD) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
12-06-2025
- Business
- Yahoo
Export Curbs to Hit $8B in Q2 Sales: Is NVDA Overexposed to Trade War?
NVIDIA Corporation NVDA is expected to lose around $8 billion in revenues in the second quarter of fiscal 2026 due to new U.S. government export rules. These rules block shipments of its H20 AI chips to China. This will have a big impact on NVIDIA's second-quarter revenue growth. The company's projection of $45 billion for second-quarter revenue represents 2% sequential growth, the slowest in the past nine quarters. The H20 was made specifically for the Chinese market, and now NVIDIA can't ship it. As a result, the company had to write down $4.5 billion in unsold inventory and future chip orders. This shows how much NVIDIA depended on China for sales. There is another risk of losing one of the largest markets for AI chips. If NVIDIA can't access the Chinese market, its growth may slow down. On the first-quarter earnings call, the company's CEO, Jensen Huang, warned that these export controls could help China's local chipmakers catch up faster. To counter revenue losses from export restrictions to the Chinese market, NVIDIA is trying to grow in other regions. It is focusing on AI infrastructure deals in places like Saudi Arabia and the European Union. The company is also working with U.S. partners to build chips locally. However, none of these markets can fully replace China's size and speed of growth. In simple terms, NVIDIA is facing real risks from the ongoing trade tensions. The company still has strong products and demand in other regions, but being cut off from China could limit how fast it can grow in the future. While NVIDIA is taking the biggest hit, Advanced Micro Devices AMD and Intel INTC are also facing challenges from the U.S. government's AI chip export restrictions to China. Advanced Micro Devices was banned from exporting its MI308 graphics processing units (GPUs) to China, which compete directly with NVIDIA's data center GPUs. AMD had earlier stated that this export restriction would cost it around $800 million. China is a key growth market for AI accelerators, and missing out could limit Advanced Micro Devices' opportunity to scale this business line. Intel faces similar problems with its Gaudi 3 chips. The company has positioned Gaudi as a cost-effective AI solution, and China was expected to be part of its expansion strategy. However, with exports now restricted, Intel could struggle to hit volume targets, adding pressure to its already tight margins and turnaround efforts. Shares of NVIDIA have risen around 7.1% year to date against the Zacks Semiconductor – General industry's growth of 6%. Image Source: Zacks Investment Research From a valuation standpoint, NVDA trades at a forward price-to-earnings ratio of 30.48, slightly below the industry's average of 32.79. Image Source: Zacks Investment Research The Zacks Consensus Estimate for NVIDIA's fiscal 2026 and 2027 earnings implies a year-over-year increase of approximately 42% and 31%, respectively. The estimates for fiscal 2026 and fiscal 2027 have been revised upward in the past seven days and 30 days, respectively. Image Source: Zacks Investment Research NVIDIA currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Intel Corporation (INTC) : Free Stock Analysis Report Advanced Micro Devices, Inc. (AMD) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Techday NZ
21-05-2025
- Business
- Techday NZ
Intel unveils new Arc Pro GPUs & Gaudi 3 accelerators for AI
Intel has introduced new GPUs for professionals and AI developers and announced wider availability for its Gaudi 3 AI accelerators. The company unveiled the Intel Arc Pro B60 and Arc Pro B50 GPUs, expanding the Arc Pro product family for AI inference and professional workstation use. These new graphics cards feature Intel's Xe2 architecture, combining Xe Matrix Extensions (XMX) AI cores and advanced ray tracing units. According to Intel, these specifications are aimed at creators, engineers and AI developers who require high memory and scalable performance for demanding workloads. The Arc Pro B60 and Arc Pro B50 GPUs are designed to address both architecture, engineering and construction (AEC) demands as well as AI inference tasks. The new GPUs offer 24GB and 16GB of memory respectively and allow for multi-GPU configurations. Intel stated that the Arc Pro B-Series is built to offer stability and performance through independent software vendor (ISV) certifications and supports consumer and professional drivers on Windows. On Linux platforms, the Arc Pro B-Series GPUs incorporate a containerised software stack that simplifies AI deployment. Intel indicated that this stack will be enhanced over time with further features and optimisations, allowing for broader compatibility and performance improvements. The combination of higher memory capacity and targeted software support is aimed at delivering a scalable, cost-efficient computing platform for professionals working with AI and advanced workstation applications. Intel also revealed a new platform code-named Project Battlematrix, a workstation-class Xeon-based system supporting up to eight Arc Pro B60 24GB GPUs. This configuration provides up to 192GB of video RAM and is designed to support medium-sized AI models with up to 150 billion parameters. Intel asserts that this solution is intended to reduce typical friction points experienced by AI developers working on sizeable model deployments. Vivian Lien, Vice President and General Manager of Client Graphics at Intel, commented: "The Intel Arc Pro B-Series showcases Intel's commitment in GPU technology and ecosystem partnerships. With Xe2 architecture's advanced capabilities and a growing software ecosystem, the new Arc Pro GPUs deliver accessibility and scalability to small and medium-sized businesses that have been looking for targeted solutions." Intel plans to begin sampling the Arc Pro B60 GPU through add-in board partners such as ASRock, Gunnir, Lanner, Maxsun, Onix, Senao and Sparkle starting from June 2025. The Arc Pro B50 GPU will be available from Intel-authorised resellers from July 2025. In addition to the GPU announcements, Intel introduced expanded deployment options for its Gaudi 3 AI accelerators. These will be available both as PCIe cards and in rack-scale system reference designs, with the PCIe cards designed to provide scalable AI inferencing within existing data centre infrastructure. Intel stated that these cards will allow organisations from small businesses to large enterprises to run a range of models, from Llama 3.1 8B to larger deployments such as full-scale Llama 4 Scout or Maverick models, thanks to various scalable configurations. The Gaudi 3 PCIe cards are scheduled for availability in the second half of 2025. The rack-scale reference designs for Gaudi 3 support up to 64 accelerators per rack, with 8.2TB of high-bandwidth memory. The system employs an open, modular architecture designed to help organisations avoid vendor lock-in and simplify system maintenance, including liquid cooling to manage thermal performance and lower total cost of ownership. For cloud service providers, Intel noted that Gaudi 3's rack-scale approach supports both custom and Open Compute Project (OCP) infrastructures, offering flexibility and support for large-scale model training and real-time inference. The announcements coincide with Intel's 40th anniversary of operations in Taiwan. Lip-Bu Tan, Intel's Chief Executive Officer, said: "For the past 40 years, the power of our partnership with the Taiwan ecosystem has fueled innovation that has changed our world for the better. This week, we are renewing our commitment to our partners as we work to build a new Intel for the future. Together, we will create great products that delight our customers and capitalize on the exciting opportunities ahead." Intel also announced the general availability of Intel AI Assistant Builder, a lightweight open framework for developing and deploying AI agents on Intel-based systems. The software, now available on GitHub, is aimed at allowing developers and partners to quickly build and roll out purpose-built AI agents, with recent examples incorporated by Acer and ASUS. The AI Assistant Builder is designed for use on local AI-capable PCs and, according to Intel, can be customised for organisational requirements and direct customer deployments. Intel stated that it will present its latest processor and graphics technologies at Computex 2025 in Taipei, including the new Arc Pro and Gaudi 3 products.
Hindustan Times
20-05-2025
- Business
- Hindustan Times
Intel launches new AI-centric GPUs at Computex 2025
Intel, at the ongoing Computex 2025 event, has unveiled a brand new range of GPUs, primarily intended for AI and workstation-related use cases. These include new Intel Arc Pro GPUs as well as the Intel Gaudi 3 AI accelerators. These are professional-grade GPUs, primarily designed for AI workloads and to be used in work-centre environments. Alongside this, Intel has also launched its AI Assistant Builder, which happens to be open source. This is a framework for building and running AI agents on Intel-based AI PCs. It has been released on GitHub in a beta capacity. Here's what you need to know about the latest announcements. Also Read: Paytm introduces option to hide specific transactions from history: Here's how it works Intel has launched the Arc Pro B60 and Pro B50 GPUs, which are based on the Xe2 architecture. These feature Intel's Xe Matrix Extensions (XMX) AI cores and ray tracing units, enabling high-end performance for creators, developers, and engineers. Intel says that both GPUs are designed for today's demanding AI inference workloads and workstation applications. The Arc Pro B60 GPU comes with 24GB of memory, while the Arc Pro B50 GPU offers 16GB of memory. Both also support multi-GPU scalability. Intel also states that these GPUs are optimised for AEC (Architecture, Engineering, and Construction) and inference workloads. These GPUs are compatible with both consumer and professional drivers on Windows. On Linux, they support a containerised software stack to simplify AI deployments. Intel also announced new deployment options for its Gaudi 3 AI accelerators. The Gaudi 3 PCIe cards now support AI inferencing within existing data centre server environments. According to Intel, customers running AI models like Llama can benefit from the ability to run models ranging from Llama 3.1 8B to full-scale models like Llama 4 Scout or Maverick, thanks to the scalability of Intel's hardware. Intel says its Gaudi 3 Rack Scale System reference designs are built for scalability and flexibility, supporting up to 64 accelerators per rack and 8.2TB of bandwidth memory. The systems also feature a modular design to prevent vendor lock-in and utilise liquid cooling to ensure performance while keeping total cost of ownership low. Intel states that the Arc Pro B60 GPU will be sampled by board partners such as ASRock, Sparkle, Gunnir and others starting June 2025. The Arc Pro B50 GPU will be available from Intel-authorised resellers in July 2025, with broader availability expected in the second half of 2025. MOBILE FINDER: iPhone 16 LATEST Price, Specs, And More
AllAfrica
19-04-2025
- Business
- AllAfrica
Nvidia grasping to hold onto China's AI chip market
Two days after the Trump administration restricted his company's sales to China, Nvidia CEO Jensen Huang was in Beijing on April 17 to salvage what he referred to as a very important market. Huang, whose visit merited a reception by Chinese Vice Premier He Lifeng at the Great Hall of the People, also met with Ren Hongbin, chairman of the China Council for the Promotion of International Trade (CCPIT), and Liang Wenfeng, founder and CEO of DeepSeek. He, who is also a member of the Politburo, said, 'We welcome more US firms, including Nvidia, to deepen their presence in the Chinese market and leverage their strengths here to gain an edge in global competition.' In reply, Huang said, 'We look forward to deepening our presence in China and supporting the advancement of the local tech ecosystem.' In a separate meeting arranged by CCPIT, Huang told Ren, 'We hope to continue to cooperate with China.' Chinese media also quoted him as saying that 'Nvidia will continue to make every effort to optimize its product lineup in compliance with regulatory requirements and will steadfastly serve the Chinese market.' In a meeting with Liang, Huang reportedly talked about how Nvidia might provide DeepSeek with AI processors that meet both the company's needs and regulatory requirements. Nvidia issued a statement saying, 'We regularly meet with government leaders to discuss our company's products and technology,' but these were not ordinary meetings. The company is now at the center of the increasingly acrimonious US-China trade and tech disputes. It was an eventful week for Nvidia. In the evening of April 15, Nvidia revealed that exports of its H20 AI processors and similar devices to China and other countries of concern now require a license from the US government, an order that 'addresses the risk that the covered products may be used in, or diverted to, a supercomputer in China.' In after-hours trading, Nvidia's share price dropped 6.3% to US$105.10. By Thursday's close (Friday was a holiday), it was down to $101.42, bringing its year-to-date decline to 26.7%. With no license likely to be granted, Nvidia stated that its results for the current fiscal quarter ending on April 27 'are expected to include up to approximately $5.5 billion of charges associated with H20 products for inventory, purchase commitments, and related reserves.' AMD, whose MI308 AI accelerators are subject to the same new restriction, dropped 7.1% in after-hours trading on Tuesday and finished the week down 27.5% since the beginning of the year. AMD expects to post special charges approaching $800 million. Intel's Gaudi 3 processor is also affected. For this and other reasons, Intel's share price was down 27% in the month to Thursday. Like Nvidia's H20, AMD's MI308 was designed specifically with reduced performance to meet the requirements of previous US government restrictions on exports to China. So were redesigned versions of Intel's Gaudi 2 and Gaudi 3 AI accelerators. This is the third time since October 2022 that the US Commerce Department's Bureau of Industry and Security (BIS) has put a ceiling on the performance of AI processors that can be exported to China and then, after Nvidia, AMD and Intel designed new, less efficient versions of their chips, lowered the ceiling. In this regard, President Trump is following the same policy as President Joe Biden. For Nvidia, the restriction timeline runs as such: October 2022: Biden administration blocked exports of Nvidia's A100 and H100 GPUs, then the company's most advanced AI processors. November 2022: Nvidia launched the dumbed-down A800, which met BIS requirements for sale in China. March 2023: Nvidia launched the H800, a low-performance version of the H100. November 2023: BIS blocked exports of A800 and H800 GPUs. March 2024: Nvidia launched the H20, which met the new, tighter BIS requirements. April 2025: Trump administration blocked exports of H20 GPUs. The reasons for this chain of events are, first, that Chinese demand remained strong even as the performance of the available chips declined and, second, that Chinese AI capabilities continued to advance despite the restrictions. In addition to revealing the behind-the-curve incompetence of US government analysis and response, it demonstrates that, in the case of semiconductors, anything the Chinese want to buy, the US will refuse to sell, all the while complaining about its trade deficit with China. The stunning success of Chinese AI model DeepSeek, which was trained using Nvidia H800 chips, set off another wave of McCarthyite paranoia among US politicians. As The New York Times pointed out in January, DeepSeek 'built a cheaper, competitive chatbot with fewer high-end computer chips than US behemoths like Google and OpenAI, showing the limits of chip export control.' On April 16, Chairman John Moolenaar (R-MI) and Ranking Member Raja Krishnamoorthi (D-IL) of the House Select Committee on the Chinese Communist Party released a report entitled 'DeepSeek Unmasked: Exposing the CCP's Latest Tool for Spying, Stealing, and Subverting US Export Control Restrictions.' The committee calls DeepSeek 'a serious national security threat to the United States.' Chairman Moolenaar stated that: DeepSeek isn't just another AI app — it's a weapon in the Chinese Communist Party's arsenal, designed to spy on Americans, steal our technology, and subvert US law. We now know this tool exploited US AI models and reportedly used advanced Nvidia chips that should never have ended up in CCP hands. That's why we're sending a letter to Nvidia to demand answers. American innovation should never be the engine of our adversaries' ambitions. However, only two days earlier, on April 14, Nvidia announced plans to produce up to $500 billion worth of supercomputers and other AI infrastructure in the US in the next four years. To do so, Nvidia is working with Taiwanese contract manufacturers Foxconn (Hon Hai Precision) and Wistron to build factories in the US state of Texas. The Blackwell AI processors at the heart of the AI supercomputers made there will be supplied by Taiwanese semiconductor foundry TSMC from its factories in Arizona. The chips will be assembled, packaged and tested by Amkor and SPIL (Silicon Precision Industries Co., Ltd.), also in Arizona. Amkor, as the name suggests, is Korean-American; SPIL is Taiwanese. CEO Huang said, 'The engines of the world's AI infrastructure are being built in the United States for the first time. Adding American manufacturing helps us better meet the incredible and growing demand for AI chips and supercomputers, strengthens our supply chain and boosts our resiliency.' That was exactly what Trump wanted to hear. 'It's the Trump Effect in action,' read a press release from the White House. Building AI supercomputers in the US won't be cheap and might take longer than Nvidia hopes, but with so many top-notch companies on board, it should eventually get done. At the end of March, Chinese server maker H3C reported that it was running short of Nvidia H20 processors, which appear to be nearly sold out in China. Alibaba, Tencent, ByteDance and other Nvidia customers will also be affected, indicating that the new BIS restrictions are likely to disrupt China's AI computing industry as intended. The restrictions could also cost Nvidia up to $15 billion in annual sales in addition to the $5.5 billion in anticipated special charges, with that loss translating into gains for Chinese AI chip designers Huawei and Cambricon, and H3C, which is developing its own solution. DeepSeek is already using Huawei's new Ascend 910C AI processor, the apparent most advanced Chinese alternative to Nvidia. Cambricon, which was founded in 2016, is much smaller than Huawei but has become a darling of the Chinese stock market, rising by about five times over the past year. Huawei is not publicly traded. DeepSeek has already been rolled out across China to consumers, corporations, finance and other businesses, city government, healthcare and other social services, and support services for the People's Liberation Army. Rather than having been designed 'to spy on Americans', as Congressman Moolenaar claims, it aims to provide AI solutions to practical problems across Chinese society. Meanwhile, Dylan Patel and his colleagues at the highly respected technology newsletter SemiAnalysis write that Huawei's new CloudMatrix 394 AI accelerator, which is based on the Ascend 910C, 'competes directly' with Nvidia's top-end GB200 Grace Blackwell Superchip and 'in some metrics is more advanced than Nvidia's rack scale solution.' 'Rack scale solution' refers to the complete data center system, including GPUs, servers, networking, storage, power management and cooling. In the view of SemiAnalysis, 'The engineering advantage is at the system level not just at the chip level, with innovation at the accelerator, networking, optics, and software layers… Huawei is a generation behind in chips, but its scale-up solution is arguably a generation ahead of Nvidia and AMD's current products on the market.' Huawei's solutions used more electricity, but SemiAnalysis concludes that 'The deficiencies in power are relevant but not a limiting factor in China.' Once again, US sanctions appear to be too little, too late, and more likely to promote rather than prevent the advance of Chinese technology. Unless Trump changes tack in a deal with Beijing, Nvidia and its smaller American rivals are likely to find themselves increasingly marginalized in the booming Chinese market for AI processors. Follow this writer on X: @ScottFo83517667
