Intel’s Strategic Shift: From AI Accelerators to ASIC Pioneers

Company Intel has famously abandoned its previous developments in the AI accelerator segment. According to recent data, Intel now sees its future not only in the GPU development, like Nvidia and AMD, but also in ASIC. We are indeed striving to focus on an energy-efficient graphics processor as AI moves from the center to the periphery. There is a lot of work ahead of us in this direction, so stay tuned. It will take some time.

Another important aspect worth discussing is the business part related to ASIC technologies. An interesting feature of the ASIC business is that we can develop it following a model similar to Broadcom and Marvell.

Given the presence of Intel Foundry, many large companies aim to directly cooperate with chip manufacturers and thus bypass the traditional model. In this scenario, Intel aims to help clients create ASIC according to their requirements and immediately produce them, as the company has its own production.

This makes Intel a more convenient and profitable partner for clients, as opposed to Broadcom, which only develops ASIC. Intel already has a relevant division, but so far, according to reports, it hasn’t developed an AI chip for any third-party customer.

With recent collaborations with tech giants like Microsoft and Google on AI-driven cloud solutions, Intel emphasizes energy-efficient processors and innovative ASIC solutions, charting a new path in the technology landscape. In terms of value, a conversion of 5,000 Russian rubles would be approximately $68 at the current exchange rate.