Nvidia's RTX 5000 series could see some competition as a Linux leak may have revealed three new Intel Arc Battlemage GPUs.
Intel Corp. reported better-than-projected fourth-quarter revenue, while the semiconductor maker cautioned that its push to become more competitive is still a work in progress.
Intel is effectively killing Falcon Shores, its next-generation GPU for high-performance computing and AI workloads.
DeepSeek's $6M AI breakthrough sent shockwaves through the market, but Gelsinger says investors are getting it all wrong.
Intel channel partners told CRN that the chipmaker is making the right move by boosting partner funding while citing concerns about its future and its ability to compete with Nvidia in the AI chip market.
Former Intel CEO Pat Gelsinger has gone further on his DeepSeek commentary, saying in a post on LinkedIn that he has purchased shares of Nvidia and other AI-related stocks due to the development. Read more here.
The GPU giant laid out a very smart approach to agentic AI earlier this month at CES, but it could do more to clarify its business model and its software strategy.
As the chipmaker undergoes a historic transition and attempts to emerge from one of its bleakest periods, it has also struggled to cash in on a boom in investment in advanced AI chips - a market led by Nvidia.
The Intel Arc B570 and B580 use the G21 die. However, a larger, more powerful G31 Battlemage die has been rumoured for what seems like eons. In this scenario, the new IDs could cover off B750 and B770 cards based on the G31, and maybe a low-end B380 board.
The industry expects the resource-light new model could usher in a wave of more efficient AI models, hurting demand for AI hardware.
Intel will face investor scrutiny on its CEO search when it reports quarterly results on Thursday, as the chipmaker stares at another big decline in revenue due to weak PC sales and its shrinking share in the datacenter market.