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Business Wars Daily

Intel’s Powerful New Microchip

Business Wars Daily

Wondery

News, Daily News, Business News, Business

4.6716 Ratings

🗓️ 16 April 2024

⏱️ 5 minutes

🧾️ Download transcript

Summary

Today is Tuesday, April 16, and we're looking at Intel vs. Nvidia.

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Transcript

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0:00.0

Wonderly Plus subscribers can listen to Business Wars daily ad-free right now.

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1:02.4

Thank you. McMillan Online Community. From Wondery, I'm David Brown, and this is Business Wars Daily on this Tuesday, April 16th.

1:07.9

When you have captured 80% of the market share in one of the hottest sectors there is,

1:12.8

you have to know that the competition's working pretty hard to get a piece of that action.

1:17.0

Well, that's the situation with NVIDIA, which is by far the dominant player in the

1:21.9

superconductor arena. Superconductors, or microchips, as they're known more informally, power everything from smartphones to cars to computers.

1:30.6

They're also essential for training and deploying the artificial intelligence systems called large language models that are dominating headlines right now.

1:38.9

Until recently, InVideo was the only game in town when it came to making chips powerful enough to handle these systems.

1:45.3

But even 400-pound guerrillas find themselves up against a more powerful opponent every once in a while,

1:51.0

and that apparently happened to Nvidia when Intel announced its new Gaudi 3 artificial intelligence chip earlier this month.

...

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