Intel And AMD Are Going For A Bigger Role In The AI Era, But At A Gradual Pace

Benzinga07-06

Nvidia Corporation (NASDAQ: NVDA) undoubtedly had an early lead in the AI chip race, but its rivals are doing their best to challenge its dominance. After more than one failed attempt to discreetly ...

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Vincent LS
07-06
Vincent LS
What kind of rubbish analysis?

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After more than one failed attempt to discreetly ...</p>\n\n<a href=\"https://finance.yahoo.com/news/intel-amd-going-bigger-role-185144386.html\">Source Link</a>\n\n</div>\n","source":"yahoofinance","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel And AMD Are Going For A Bigger Role In The AI Era, But At A Gradual Pace</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel And AMD Are Going For A Bigger Role In The AI Era, But At A Gradual Pace\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-06 02:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/intel-amd-going-bigger-role-185144386.html><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corporation (NASDAQ: NVDA) undoubtedly had an early lead in the AI chip race, but its rivals are doing their best to challenge its dominance. After more than one failed attempt to discreetly ...</p>\n\n<a href=\"https://finance.yahoo.com/news/intel-amd-going-bigger-role-185144386.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0175139822.USD","symbol_name":"AB FCP I Global Equity Blend A USD","start_time":0,"source_url":"https://finance.yahoo.com/news/intel-amd-going-bigger-role-185144386.html","article_id":"2449219646","we_media_id":null,"thumbnails":["https://s.yimg.com/uu/api/res/1.2/E1aJiT3uaYJAmjZZpahNdA--~B/aD02NzU7dz0xMjAwO2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/Benzinga/ab53578d7d23580197c6496cffe351bb"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2449219646","pubTimestamp":1720205504,"columns":[],"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"Nvidia Corporation  undoubtedly had an early lead in the AI chip race, but its rivals are doing their best to challenge its dominance. 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After more than one failed attempt to discreetly enter the GPU arena, Intel Corporation (NASDAQ: INTC), the largest producer of PC and server CPUs, might be slow but seems to be playing the long game. Then there’s Advanced Micro Devices (NASDAQ: AMD) who is already promising to challenge Nvidia with its new chips.\nIntel is playing the long game.\nAccording to PassMark Software, Intel still controls 64% of the x86 CPU market, but it has undoubtedly given a lot of market share to AMD over the years. AMD pulled ahead with cheaper and more advanced CPUs while Intel struggled to manufacture smaller, denser, and more power-efficient CPUs on its own, grappling with delays and shortages.\nShares tumbled upon its latest quarterly report as sales were short of estimates and Intel provided a weak forecast for the current quarter. But, Gaudi 3 release is expected to bring in more than $500 million in sales during the second half of the year. \nIntel is also setting itself apart from AMD and Nvidia with competitive pricing. It is also betting big on becoming a leading player in the foundry market by opening chip fabs throughout the U.S., which is a costly move as Intel does not expect to break even on this front before 2027.\nBut, when it comes to AI, Intel is playing the long game. Intel launched new AI accelerators this year. It  started expanding its manufacturing capacity as it aims to become the leading AI chip fabricator. Intel made crucial changes to its business model, with these efforts and investments promising to result in significant benefits over the next decade. It is undoubtedly going for a bigger piece of the AI pie with the launch of Gaudi 2 and Gaudi 3 accelerators, which are capable of running AI workloads for data centers.\nAMD restructured its business to prioritize AI.\nLaunching its own AI GPUs and signing big fish clients like Microsoft Corporation (NASDAQ: MSFT) and Meta Platforms (NASDAQ: META), AMD's second-largest market share in GPUs position it well for the AI race. Also, AMD is capable of filling in the supply gaps that Nvidia might not be able to meet.\nBut even AMD didn’t provide an impressive earnings report. For the first quarter of 2024, revenue rose only 2% YoY to slightly over $5 billion and while it recorded revenue revenue gains of over 80% in its data center and client segments, client and gaming segments declined 40%.\nBut in June, AMD introduced an upcoming series of chips. Expected to be available in 2025, the MI350 will be based on new chip architecture, promising to perform 35 times better in inference - the process of computing generative AI responses, compared to its currently available MI300 series. Additionally, AMD unveiled the MI400 series, which is scheduled for 2026 and will be based on an architecture called \"Next\".\nBut Nvidia is not staying still as also in June, it announced its next-generation AI chip platform called Rubin, it set to launch in 2026, and it would include GPUs, CPUs and networking chips. However, although the above companies are all at earlier stages of their AI journeys compared to Nvidia, this could also mean that they have more growth room to run. \nDISCLAIMER: This content is for informational purposes only. It is not intended as investing advice.\nThis article is from an unpaid external contributor. It does not represent Benzinga's reporting and has not been edited for content or accuracy.\n\"ACTIVE INVESTORS' SECRET WEAPON\" Supercharge Your Stock Market Game with the #1 \"news & everything else\" trading tool: Benzinga Pro - Click here to start Your 14-Day Trial Now!\nGet the latest stock analysis from Benzinga?\n\nNVIDIA (NVDA): Free Stock Analysis Report\n\nThis article Intel And AMD Are Going For A Bigger Role In The AI Era, But At A Gradual Pace originally appeared on Benzinga.com\n© 2024 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":324377778016320,"gmtCreate":1720223120839,"gmtModify":1720233022512,"author":{"id":"4162007315340132","authorId":"4162007315340132","name":"Vincent LS","avatar":"https://community-static.tradeup.com/news/dd094dd03e41025301e1675a69c2fa27","vip":1,"crmLevel":9,"crmLevelSwitch":0,"idStr":"4162007315340132","authorIdStr":"4162007315340132"},"htmlText":"What kind of rubbish analysis?","listText":"What kind of rubbish analysis?","text":"What kind of rubbish analysis?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/324377778016320","repostId":2449219646,"repostType":2,"repost":{"id":"2449219646","kind":"highlight","pubTimestamp":1720205504,"share":"https://ttm.financial/m/news/2449219646?lang=&edition=fundamental","pubTime":"2024-07-06 02:51","market":"us","language":"en","title":"Intel And AMD Are Going For A Bigger Role In The AI Era, But At A Gradual Pace","url":"https://stock-news.laohu8.com/highlight/detail?id=2449219646","media":"Benzinga","summary":"Nvidia Corporation  undoubtedly had an early lead in the AI chip race, but its rivals are doing their best to challenge its dominance. After more than one failed attempt to discreetly enter the GPU arena, Intel Corporation , the largest producer of PC and server CPUs, might be slow but seems to be playing the long game. Then there’s Advanced Micro Devices  who is already promising to challenge Nvidia with its new chips.Intel is also setting itself apart from AMD and Nvidia with competitive pricing. It is also betting bigon becominga leading player in the foundry market by opening chip fabs throughout the U.S., which is a costly moveas Intel does not expectto break even on this front before 2027.But even AMD didn’t provide an impressive earnings report. For the first quarter of 2024, revenue rose only 2% YoY to slightly over $5 billion and while it recorded revenue revenue gains of over 80% in its data center and client segments, client and gaming segments declined 40%.","content":"<html><body><img height=\"675\" src=\"https://s1.yimg.com/uu/api/res/1.2/p5oXGCWdTzXSfLXYCSbsuw--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/Benzinga/ab53578d7d23580197c6496cffe351bb\" width=\"1200\"/>\n<p>Nvidia Corporation (NASDAQ: NVDA) undoubtedly had an early lead in the AI chip race, but its rivals are doing their best to challenge its dominance. After more than one failed attempt to discreetly enter the GPU arena, Intel Corporation (NASDAQ: INTC), the largest producer of PC and server CPUs, might be slow but seems to be playing the long game. Then there’s Advanced Micro Devices (NASDAQ: AMD) who is already promising to challenge Nvidia with its new chips.</p>\n<p>Intel is playing the long game.</p>\n<p>According to PassMark Software, Intel still controls 64% of the x86 CPU market, but it has undoubtedly given a lot of market share to AMD over the years. AMD pulled ahead with cheaper and more advanced CPUs while Intel struggled to manufacture smaller, denser, and more power-efficient CPUs on its own, grappling with delays and shortages.</p>\n<p>Shares tumbled upon its latest quarterly report as sales were short of estimates and Intel provided a weak forecast for the current quarter. But, Gaudi 3 release is expected to bring in more than $500 million in sales during the second half of the year. </p>\n<p>Intel is also setting itself apart from AMD and Nvidia with competitive pricing. It is also betting big on becoming a leading player in the foundry market by opening chip fabs throughout the U.S., which is a costly move as Intel does not expect to break even on this front before 2027.</p>\n<p>But, when it comes to AI, Intel is playing the long game. Intel launched new AI accelerators this year. It  started expanding its manufacturing capacity as it aims to become the leading AI chip fabricator. Intel made crucial changes to its business model, with these efforts and investments promising to result in significant benefits over the next decade. It is undoubtedly going for a bigger piece of the AI pie with the launch of Gaudi 2 and Gaudi 3 accelerators, which are capable of running AI workloads for data centers.</p>\n<p>AMD restructured its business to prioritize AI.</p>\n<p>Launching its own AI GPUs and signing big fish clients like Microsoft Corporation (NASDAQ: MSFT) and <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (NASDAQ: META), AMD's second-largest market share in GPUs position it well for the AI race. Also, AMD is capable of filling in the supply gaps that Nvidia might not be able to meet.</p>\n<p>But even AMD didn’t provide an impressive earnings report. For the first quarter of 2024, revenue rose only 2% YoY to slightly over $5 billion and while it recorded revenue revenue gains of over 80% in its data center and client segments, client and gaming segments declined 40%.</p>\n<p>But in June, AMD introduced an upcoming series of chips. Expected to be available in 2025, the MI350 will be based on new chip architecture, promising to perform 35 times better in inference - the process of computing generative AI responses, compared to its currently available MI300 series. Additionally, AMD unveiled the MI400 series, which is scheduled for 2026 and will be based on an architecture called \"Next\".</p>\n<p>But Nvidia is not staying still as also in June, it announced its next-generation AI chip platform called Rubin, it set to launch in 2026, and it would include GPUs, CPUs and networking chips. However, although the above companies are all at earlier stages of their AI journeys compared to Nvidia, this could also mean that they have more growth room to run. </p>\n<p><em>DISCLAIMER: This content is for informational purposes only. It is not intended as investing advice.</em></p>\n<p><em>This article is from an unpaid external contributor. It does not represent Benzinga's reporting and has not been edited for content or accuracy.</em></p>\n<p>\"ACTIVE INVESTORS' SECRET WEAPON\" Supercharge Your Stock Market Game with the #1 \"news &amp; everything else\" trading tool: Benzinga Pro - Click here to start Your 14-Day Trial Now!</p>\n<p>Get the latest stock analysis from Benzinga?</p>\n<ul>\n<li>NVIDIA (NVDA): Free Stock Analysis Report</li>\n</ul>\n<p>This article Intel And AMD Are Going For A Bigger Role In The AI Era, But At A Gradual Pace originally appeared on Benzinga.com</p>\n<p><i>© 2024 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.</i></p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel And AMD Are Going For A Bigger Role In The AI Era, But At A Gradual Pace</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel And AMD Are Going For A Bigger Role In The AI Era, But At A Gradual Pace\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-06 02:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/intel-amd-going-bigger-role-185144386.html><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corporation (NASDAQ: NVDA) undoubtedly had an early lead in the AI chip race, but its rivals are doing their best to challenge its dominance. After more than one failed attempt to discreetly ...</p>\n\n<a href=\"https://finance.yahoo.com/news/intel-amd-going-bigger-role-185144386.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/E1aJiT3uaYJAmjZZpahNdA--~B/aD02NzU7dz0xMjAwO2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/Benzinga/ab53578d7d23580197c6496cffe351bb","relate_stocks":{"LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","GFS":"GLOBALFOUNDRIES Inc.","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","NVDA":"英伟达","SQQQ":"纳指三倍做空ETF","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4504":"桥水持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","META":"Meta Platforms, Inc.","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","QQQ":"纳指100ETF","LU0149725797.USD":"汇丰美国股市经济规模基金","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4592":"伊斯兰概念","QID":"纳指两倍做空ETF","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4507":"流媒体概念","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","TQQQ":"纳指三倍做多ETF","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","INTC":"英特尔","AMD":"美国超微公司","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","PSQ":"纳指反向ETF","QLD":"纳指两倍做多ETF","MSFT":"微软",".IXIC":"NASDAQ Composite","BK4141":"半导体产品","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4503":"景林资产持仓"},"source_url":"https://finance.yahoo.com/news/intel-amd-going-bigger-role-185144386.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2449219646","content_text":"Nvidia Corporation (NASDAQ: NVDA) undoubtedly had an early lead in the AI chip race, but its rivals are doing their best to challenge its dominance. After more than one failed attempt to discreetly enter the GPU arena, Intel Corporation (NASDAQ: INTC), the largest producer of PC and server CPUs, might be slow but seems to be playing the long game. Then there’s Advanced Micro Devices (NASDAQ: AMD) who is already promising to challenge Nvidia with its new chips.\nIntel is playing the long game.\nAccording to PassMark Software, Intel still controls 64% of the x86 CPU market, but it has undoubtedly given a lot of market share to AMD over the years. AMD pulled ahead with cheaper and more advanced CPUs while Intel struggled to manufacture smaller, denser, and more power-efficient CPUs on its own, grappling with delays and shortages.\nShares tumbled upon its latest quarterly report as sales were short of estimates and Intel provided a weak forecast for the current quarter. But, Gaudi 3 release is expected to bring in more than $500 million in sales during the second half of the year. \nIntel is also setting itself apart from AMD and Nvidia with competitive pricing. It is also betting big on becoming a leading player in the foundry market by opening chip fabs throughout the U.S., which is a costly move as Intel does not expect to break even on this front before 2027.\nBut, when it comes to AI, Intel is playing the long game. Intel launched new AI accelerators this year. It  started expanding its manufacturing capacity as it aims to become the leading AI chip fabricator. Intel made crucial changes to its business model, with these efforts and investments promising to result in significant benefits over the next decade. It is undoubtedly going for a bigger piece of the AI pie with the launch of Gaudi 2 and Gaudi 3 accelerators, which are capable of running AI workloads for data centers.\nAMD restructured its business to prioritize AI.\nLaunching its own AI GPUs and signing big fish clients like Microsoft Corporation (NASDAQ: MSFT) and Meta Platforms (NASDAQ: META), AMD's second-largest market share in GPUs position it well for the AI race. Also, AMD is capable of filling in the supply gaps that Nvidia might not be able to meet.\nBut even AMD didn’t provide an impressive earnings report. For the first quarter of 2024, revenue rose only 2% YoY to slightly over $5 billion and while it recorded revenue revenue gains of over 80% in its data center and client segments, client and gaming segments declined 40%.\nBut in June, AMD introduced an upcoming series of chips. Expected to be available in 2025, the MI350 will be based on new chip architecture, promising to perform 35 times better in inference - the process of computing generative AI responses, compared to its currently available MI300 series. Additionally, AMD unveiled the MI400 series, which is scheduled for 2026 and will be based on an architecture called \"Next\".\nBut Nvidia is not staying still as also in June, it announced its next-generation AI chip platform called Rubin, it set to launch in 2026, and it would include GPUs, CPUs and networking chips. However, although the above companies are all at earlier stages of their AI journeys compared to Nvidia, this could also mean that they have more growth room to run. \nDISCLAIMER: This content is for informational purposes only. It is not intended as investing advice.\nThis article is from an unpaid external contributor. It does not represent Benzinga's reporting and has not been edited for content or accuracy.\n\"ACTIVE INVESTORS' SECRET WEAPON\" Supercharge Your Stock Market Game with the #1 \"news & everything else\" trading tool: Benzinga Pro - Click here to start Your 14-Day Trial Now!\nGet the latest stock analysis from Benzinga?\n\nNVIDIA (NVDA): Free Stock Analysis Report\n\nThis article Intel And AMD Are Going For A Bigger Role In The AI Era, But At A Gradual Pace originally appeared on Benzinga.com\n© 2024 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":1,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2449219646"}