Intel's CEO, Pat Gelsinger, has called NVIDIA the clear market leader who has done a great job within the AI space.
Intel CEO Highlights NVIDIA As AI Market Leader, Says "Worst Is Behind" For The PC Segment
In an interview with Yahoo! Finance Live, Chipzilla's CEO, Pat Gelsinger, pointed out that the PC market is recovering and that we the industry can expect greener quarters ahead. The second quarter of 2023 marked the company's return to profitability after several quarters of decline & positive developments, both on the client and data center side, helped pushed the revenue up.
But I really think the worst is behind us at this point. And our, you know, raise to the guide for Q3 really portends to a more optimistic future. So super proud of my team and making a really good quarter happen for us.
Pat Gelsinger, Intel CEO (Yahoo! Finance Live)
Talking about the AI space, Pat highlighted a few products including 5th Gen Emerald Rapids which is now expected in Q3 2023, slightly ahead of its Q4 2023 schedule, Meteor Lake which arrives later this half for client and is being referred to as the Centrino moment for PCs. Pat refers to the Meteor Lake class of PCs as "AI PCs" considering the rapidly evolving AI ecosystem & the AI enhancements that have been added to the coming "Core Ultra" line of chips.
There's also Gaudi2 which was recently revealed to get a China-exclusive variant to tackle NVIDIA's offerings in the country while complying with US trade policies. The next chapter to Gaudi, Gaudi 3, is already had its first silicone arrive at Intel and is aiming to deliver 2x the capabilities of Guadi 2 by 2024-2025 along with a next-generation product that follows it.
You know, data center, hey, we did a little bit better than we thought we would in Q2. The product roadmap Sapphire Rapids, Gen 4, Gen 5 with Emerald Rapids, looking to appear in Q3 a bit ahead of schedule and the roadmap for next year So I'll say we're still sort of at the green shoots level there.
And ushering in what we call the AI PC, with our next generation product. We call it Meteor Lake is the name for it. You know, we have new capabilities in AI built into the product that are going to allow you just to do cool things in your PC and being able to do real-time language translation, be able to do transcription in real time, video effects, all of these type of things, new gamer models.
So we see that being like the Centrino moment for bringing Wi-Fi into the PC two decades ago. We see this AI PC as ushering in a new class of applications, major application upgrades, and ISV excitements. And we're leading the way with our Meteor Lake product in the second half of this year. So healthy and great opportunity in the future.
Pat Gelsinger, Intel CEO (Yahoo! Finance Live)
Talking about NVIDIA, Pat seems to be watching NVIDIA's AI success closely but also acknowledges them as the current leader of the AI space. He states that the company has done a great job with its execution and they have also worked super hard to get to this point.
At the same time, the AI space is relatively young compared to the traditional data center and client markets so it remains to be seen how the segment and industry involves in the coming years but there's no doubt that NVIDIA is at the top of its game and both Intel & AMD are trying to achieve the same level of success.
Well, I'll just say, you know, Nvidia's done a good job in this space. And they've really led the way. And as I like to say, they worked super hard. And they got lucky in really being at the right place at the right time for some of these algorithmic breakthroughs.
And the AI space is still fairly young. So I think there's a lot of opportunity for us looking forward. We're starting to show up, you know, winning customers and getting real enthusiasm, because the market wants alternatives here. And so we're hearing our customers really saying, OK, how can you show up to give us good alternatives that are more cost-effective, power-efficient, capabilities that the competition doesn't offer?
Pat Gelsinger, Intel CEO (Yahoo! Finance Live)
Pat once again teases the possibility of NVIDIA being one of their potential Foundry (IFS) customers and for Chipzilla to become a provider of some of those AI chips, both at the wafer & packaging level, will be a huge deal.
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