Nvidia vs. Intel vs. AMD AI

This week, Intel introduced Gaudi 3, a significantly enhanced processor compared to the previous generation. While AMD and Nvidia have expanded their GPU architectures to include thousands of 32-bit FP processors and added NPUs, Intel/Habana opted for a TPC as their matrix-math engine, which is essentially equivalent to an NPU. Gaudi 3 was designed with a focus on AI, featuring fewer but highly efficient matrix-math engines, providing better performance for AI workloads. This approach allowed Intel to avoid the overhead of incorporating graphics functions into the processor, as seen in AMD’s and Nvidia’s designs. What do we think? The AI