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Intel: Our upcoming AI chip will be cheaper, run cooler than Nvidia, AMD options

Intel: Our upcoming AI chip will be cheaper, run cooler than Nvidia, AMD options

Summary

Intel plans to release a new AI chip called "Crescent Island" by the end of this year. This chip will be cheaper and easier to cool than those from Nvidia and AMD, focusing mainly on speeding up AI tasks when users make requests, not on training AI models.

Key Facts

  • Intel’s new AI chip is named "Crescent Island" and targets AI inference tasks.
  • It uses cheaper LPDDR5 memory and air cooling, unlike rivals that use expensive high-bandwidth memory and liquid cooling.
  • The chip will begin limited shipments by the end of 2024 after 18 months of development.
  • Intel’s previous AI training chip effort called "Gaudi" had poor sales, and its successor was canceled.
  • Intel aims to build this chip in-house to reduce costs, moving away from relying on Taiwan Semiconductor Manufacturing Company (TSMC).
  • The company is exploring whether some versions can be sold in China, considering U.S. export controls.
  • Intel’s AI push is led by new CEO Lip-Bu Tan, who took over after Pat Gelsinger was replaced.
  • Intel’s shares have risen strongly in 2024 amid interest in AI and semiconductor stocks.
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