Competition in the chip market: Intel gets involved in manufacturing

According to TechCrunch, the project is still in its early stages and Tan emphasized that Intel’s approach will be to build according to what customers are looking for. It is also mentioned that the project will be led by Kevork Kechichian, executive vice president and head of Intel’s data center group, and Eric Demers, an engineer with long experience at Qualcomm, has reportedly been brought to the team.

For Intel, this is also a signal of a “turn” at a time when they are trying to stabilize the business and restore market confidence. GPUs have become the most sought-after type of chip because they are practically the standard for training and driving large AI models, and Nvidia has built a huge advantage there, both in hardware and in the ecosystem. Considering the demand for GPU chips, for us as users this can be very good news because any competition between two or more companies and additional production can only lower prices.

Whether Intel succeeds depends on two things: whether they can offer competitive hardware and whether they can provide customers with good software and tools, because without that, Nvidia’s dominance is hard to break. In any case, this is the clearest message so far that Intel wants to get more serious in the AI ​​hardware game, not only through classic processors but also through chips that carry the largest part of AI demand today.