Intel CEO Says Entire Industry Is Motivated To Eliminate NVIDIA’s CUDA Dominance, Also Open To Manufacturing Competitors Chips

wccftech.com:

Intel's CEO, Pat Gelsinger, has called out NVIDIA's CUDA being a shallow moat and that the entire industry is motivated to end its dominance in the AI market.

At the "AI Everywhere" event, which brought the unveiling of Chipzilla's new Intel Core Ultra and Intel 5th Gen Xeon "Emerald Rapids" CPUs, Intel's CEO took the stage and made fairly controversial remarks on NVIDIA's humongous progress in the AI markets, saying that the industry is all set to "eliminate" the CUDA market, through the adoption of new training methods, and getting ahead in the "inference market".

You know, the entire industry is motivated to eliminate the CUDA market. We think of the CUDA moat as shallow and small. Because the industry is motivated to bring a broader set of technologies for broad training, innovation, data science, et cetera

Pat Gelsinger (Intel CEO) via Tom's Hardware

Intel believes that the future of AI lies in "inference" rather than in training models since that is where Intel lags behind a lot compared to its competitors. The statement by Gelsinger depicts that the firm sees NVIDIA's current success as a mere "bubble" that is destined to burst at any time.

The company's approach towards AI is framed in a way that they are prioritizing inference developments over model training mainly because it is much more resource-efficient and can adapt to rapidly changing data without the need to retrain a model. Intel took the opportunity to praise its OpenVINO model as well, claiming that it would be vital to transition toward next-gen markets.

As inferencing occurs, hey, once you've trained the model… There is no CUDA dependency. It's all about, can you run that model well? ....... fundamentally, the inference market is where the game will be