Intel has made a significant push into the artificial intelligence (AI) sector with the recent unveiling of the Jaguar Shores AI accelerator at the SC2024 supercomputing conference. This development is seen as a crucial step for Intel, which aims to increase its competitiveness against established players like Nvidia and AMD in the AI inferencing market.
The Jaguar Shores AI accelerator is part of Intel's broader strategy to enhance its capabilities in AI technologies. Although specific details regarding the architecture of the Jaguar Shores remain limited, it is anticipated to be a successor to the previously announced Falcon Shores, which is expected to launch in 2025. The central focus seems to be on AI inference, as Intel intends to improve its standing in a domain where it has struggled in the past.
As Intel works on Jaguar Shores, it is concurrently leveraging its existing Gaudi chips and future technologies to bolster its presence in the AI field. However, the company faces notable challenges in regaining relevance, particularly after its earlier setbacks with AI hardware development, specifically in the graphics processing unit (GPU) segment. A previous initiative to produce the Rialto Bridge GPU was scrapped due to insufficient interest from customers, which has left key partners, such as the Barcelona Supercomputer Centre, seeking alternatives.
The evolution of the Falcon Shores GPU has also been a complex journey for Intel; the project has undergone multiple revisions, moving from an integrated CPU-GPU design to a standalone GPU format. This realignment highlights the difficulties Intel has encountered in carving out a profitable niche within a highly competitive market.
Despite these hurdles, Intel is determined to make strides in AI inferencing technology, a stark contrast to its current standing, which has seen it concede the AI training market to Nvidia and AMD. According to Intel CEO Pat Gelsinger, the firm currently ranks behind Nvidia, Amazon Web Services (AWS), Google Cloud, and AMD in the ongoing AI race.
To aid its advancement, Intel is pinning hopes on its forthcoming 18A manufacturing node. This innovative technology, which features RibbonFET transistors and backside power delivery, is designed to enhance chip efficiency and performance, promising a competitive edge over rivals such as Taiwan Semiconductor Manufacturing Company (TSMC).
The developments surrounding Intel’s AI initiatives underline the company's commitment to regaining its foothold and contributing to the evolution of AI technologies, even as it grapples with inherent challenges in the rapidly changing landscape of artificial intelligence.
Source: Noah Wire Services