Gelsinger: Intel, AMD, and Nvidia will be AI's three big merchant providers
Pat Gelsinger · Intel's CEO Shares His Plan To Win The AI Chip War — With Pat Gelsinger · Dec 14, 2023 · at 5:20
Intel CEO Pat Gelsinger divides the AI chip landscape into hyperscalers developing custom in-house silicon and merchant vendors selling to third parties.
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“There's going to be those that build their own, you know, and that's what you see Amazon, Microsoft, Google are doing. They're going to say, hey, I'm going to own this and do this myself. And then there's going to be the general providers in the marketplace, and that's going to be Intel, AMD, Nvidia, I think will be the three big ones in that space.”
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