$Intel(INTC)$ $NVIDIA Corp(NVDA)$
Intel said Gaudi 3 is 50% faster at training AI models than $NVDA Nvidia's H100, the current workhorse of the AI boom.
Nvidia is currently rolling out the H200 to its customers this Q, which is also when Intel's customers expect to get their hands on Gaudi 3, and Blackwell is coming next year.
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