He added that his learn is that “Intel acknowledges that Nvidia is way and away the chief out there for AI GPUs and is searching for to hitch itself to that wagon.”
Roberts stated, “mainly, Intel, which has struggled tremendously and has turned over its CEO amidst a inventory slide, must refocus to the place it thinks it might probably win. That’s not competing instantly with Nvidia however making an attempt to make use of this partnership to re-secure its foothold within the information middle and squeeze out rivals like AMD for the info middle x86 market. In different phrases, I see this announcement as affirmation that Intel is seeking to regroup, and choose fights it thinks it might probably win. “
He additionally predicted, “we will anticipate competitors to warmth up on this area as Intel takes on AMD’s Epyc lineup in a push to simplify and get again to fundamentals.”
Matt Kimball, vp and principal analyst, who focuses on datacenter compute and storage at Moor Insights & Technique, had a a lot completely different view in regards to the announcement.
The choice of the Intel sixth technology Xeon CPU, the 6776P, to help Nvidia’s DGX B300 is, he stated, “necessary, because it validates Intel as a powerful alternative for the AI market. Within the huge image, this isn’t about volumes or income, fairly it’s about validating a technique Intel has had for the final couple of generations — delivering accelerated efficiency throughout crucial workloads.”
Kimball stated that, Specifically, there are a “couple issues that I’d assume helped make Xeon the chosen CPU.”
