ColinThorndike
04-10

$Intel(INTC)$ $NVIDIA Corp(NVDA)$ Intel introduced it's new Gaudi 3 AI Chip to compete with Nvidia's H100 & H200

The Gaudi 3 is open-source which is appealing to the enterprise orgs so they don't have to rely on a single source for AI hardware

Intel is offering the entire stack as a reference design for partners to build their own server cabinets

Do you think Intel can outcompete NVDA?

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