Intel CEO Acknowledges NVIDIA As The AI Market Leader, Says “They Have Done A Good Job In This Space”

wccftech.com:

Intel's CEO, Pat Gelsinger, has called NVIDIA the clear market leader who has done a great job within the AI space.

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