I believe Intel has a winner with the upcoming Crescent Island GPUs with up to 480GB of LPDDR5 memory. A lot of SMEs will need local AI with large open weights models (i.e. >1.5TB of VRAM), but they don't need a watercooled 8x Nvidia GB300 box. Besides, it's difficult to deploy and very expensive.

Crescent island is air cooled and likely fast enough for a group of users running something like GLM 5.2 or Kimi K3.

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gigatexal 3 hours ago | parent [-]

I thought Nvidia after they invested in Intel killed Intel’s GPU efforts as it could be a threat to Nvidia’s GPUs

	▲	dismalaf 2 minutes ago \| parent \| next [-]
		A 4% stake doesn't even make Nvidia the largest holder of Intel stock...
	▲	kyrra 2 hours ago \| parent \| prev \| next [-]
		My general take is all of The GPU design efforts are going toward Enterprise / datacenter graphics cards. They are just skipping a generation or two of consumer.
	▲	minraws 3 hours ago \| parent \| prev \| next [-]
		To Nvidia the biggest threat is a capex cut from big tech not another company in the same domain, maybe some Chinese companies but people aren't going to be moving off of Nvidia for large deployments in the short term even if some TPU/Tranium etc is used it's not close to Nvidia. I have no explanation other than people, researchers are comfortable with it and don't want to switch.
	▲	tester756 15 minutes ago \| parent \| prev \| next [-]
		It is alive
	▲	tancop an hour ago \| parent \| prev [-]
		[dead]