AI Chips & GPUs

Intel is entering the GPU market, challenging Nvidia's 80% dominance in AI chips, with CEO Lip-Bu Tan leading the charge through customer-driven development using Intel 18A fabrication. Key hires include Kevork Kechichian for data center integration and Eric Demers from Qualcomm for engineering. GPUs, vital for AI training that cuts model development from weeks to hours, contrast CPUs in handling parallel tasks for graphics and massive data. Intel leverages its foundries for cost-effective production, targeting mid-tier markets amid AI chip demand projected over $100 billion. This initiative fits Tan's turnaround, focusing on AI, foundry services, and heterogeneous computing to boost revenue and developer adoption.