Intel Steals NVIDIA’s AI Chip Orders From South Korea’s ‘Google’ – Report

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Intel Corporation has scored a win in the artificial intelligence space, with South Korea's first online portal, Naver, switching to its central processing units (CPU) for some artificial intelligence workloads from graphics processing units (GPUs) offered by NVIDIA Corporation. Naver was previously an NVIDIA customer, but troubles with the supply chain and high prices have made the firm switch its fraud detection AI platform to Intel's products. Naver's switch marks the first stage of a shortage of NVIDIA's products that has plagued analysts' minds since the start of the AI boom earlier this year.

When it comes to the three primary U.S.-based semiconductor designers, namely Intel, NVIDIA and AMD, Intel is not only the biggest company but also the one that is most plagued by troubles. Successive manufacturing timeline slippage and a slow personal computing market have stressed the firm's income statement and affected its share price.

At the same time, advances in semiconductor manufacturing processes spearheaded by the Taiwan Semiconductor Manufacturing Company (TSMC) have enabled GPUs and alternatives to the x86 processor model to infiltrate the semiconductor market. NVIDA's GPUs have risen to become the gold standard for AI applications. At the same time, firms such as Apple have shifted to Arm-based processors for personal computing applications traditionally performed by x86 chips.

Now, according to a report from The Korea Economy Daily, Naver has replaced NVIDIA's GPUs with Intel's CPUs for its Naver Place map platform. Naver had previously used NVIDIA's GPUs to run an AI platform