The strategic maneuvers of U.S. semiconductor behemoth Intel in the GPU (Graphics Processing Unit) arena have sparked considerable interest. Recently, at the AI Summit organized by Cisco Systems in San Francisco, Intel's CEO, Chen Liwu, unequivocally stated that Intel has no intentions of withdrawing from the GPU market. Instead, the company is poised to bolster its in-house research and development (R&D) as well as manufacturing prowess. He disclosed that Intel has appointed a new chief architect to steer GPU R&D efforts and declared its foray into the GPU market, which is currently dominated by Nvidia. This calculated move is designed to amplify Intel's competitive edge in the artificial intelligence semiconductor landscape by independently designing GPUs. Chen Liwu further highlighted that the burgeoning artificial intelligence sector has propelled the exponential growth of data centers, resulting in a spike in demand for memory chips and a consequent supply crunch. He projected that the scarcity of memory chips would persist at least until 2028.
