Locator: 49390INTEL.
Intel (INTC) is expanding its portfolio of AI data center offerings, unveiling a new data center GPU, codenamed Crescent Island, and revealing a rack-scale reference design based on its Gaudi 3 systems.
Gaudi 3: see this post. Gaudi 3 is Intel's answer to Nvidia's GPUs.
Intel is in the midst of building out its AI strategy after falling behind the likes of Nvidia (NVDA) and rival AMD (AMD). During the company's most recent earnings call, CEO Lip-Bu Tan said he will focus the chipmaker's efforts on AI inference and agentic AI. Inference refers to running AI models.
While Intel didn't say whether its Crescent Island data center GPU would be based on its 18A process node, it did say that it will use the company's Xe3P microarchitecture and include up to 160GB of memory.
Intel's 18A is one of its most important pieces of processor technology. Last week, the company revealed that its Core Ultra series 3 chips and upcoming Xeon 6+ processors, both based on 18A, will be coming to market by the end of 2025 and early next year, respectively.