[Gearbest News]Recently, Gearbest noticed that due to NVIDIA GPU shortages and price increases, South Korea's largest search engine and portal Naver has decided to switch Naver Place for AI server chips from NVIDIA GPUs to Intel CPUs. This shift reflects the current supply and demand situation in the semiconductor market, and also demonstrates Intel’s market leadership and continued investment in the field of AI.
According to industry insiders, in the Korean market, the price of Nvidia's GPU AI accelerator has risen from about 40 million won earlier this year to as high as 80 million won. The delivery cycle has also grown to 52 weeks, showing the extremely strong market demand and the tight supply chain situation. Against this background, many companies and institutions began to look for other solutions to cope with the shortage and price increase of GPU chips.
Intel has been working to improve the performance of its CPUs, especially in handling artificial intelligence and deep learning tasks. Intel's stable supply and relatively reasonable prices also make it an ideal substitute for some companies and institutions when facing GPU shortages and price increases. Naver’s switch to Intel CPUs may be an opportunity for Intel to continue to expand its market share in the AI field.
However, although Intel's CPU may alleviate the pressure caused by GPU shortages and price increases to a certain extent, it cannot completely replace the role of GPU in some areas. For those fields that require a large amount of parallel computing and high-performance computing, such as artificial intelligence, deep learning, etc., GPU is still the best choice. Therefore, for Nvidia, how to solve the supply problem while maintaining its leading position in GPU technology will be an important challenge they face.
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