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AI Chip Wars: Intel's Gaudi 3 and Emerging Competitors
This chapter explores Intel's launch of the Gaudi 3 AI chip, highlighting its strategic efforts to challenge NVIDIA and AMD in the generative AI space. The discussion covers recent advancements in chip technology, including Intel's ultra chips and TSMC's nanometer process developments, as well as the struggles faced by semiconductor firms, particularly in China. It wraps up with an examination of Meta's shift towards open-source architectures and NVIDIA's adjustments to comply with U.S. export restrictions, emphasizing the competitive dynamics of the semiconductor industry.