RESEARCH PAPER: Assessing Intel’s Disruptive AI Strategy

AI is the most disruptive technology in tech today, and in the long run it may create the biggest disruption in the history of computing. Part of this has already been felt in the silicon segment, where a number of major chipmakers have promised to deliver the most powerful or most usable AI functionality. From faster training times on servers to better user experiences on PCs, the new chips running on different architectures that are rapidly entering the market are beginning to deliver on those promises.

You can download the paper by clicking on the logo below:

Assessing Intel’s Disruptive AI Strategy

Table of Contents:

  • Xeon and Gaudi Rise to the Task of AI in the Datacenter
    • Defining the Datacenter Modernization Challenge
    • Xeon 6 — Efficiency and Performance
    • Gaudi — AI Leadership Without Compromise
    • Gaudi’s Market Fit
    • How Does Intel Break the NVIDIA Stranglehold?
  • Can the AI PC Do for Intel What the Original PC Did?
    • The First Wave of the AI PC Intersects with a New Refresh Cycle
    • Intel’s Ecosystem Play for the AI PC Is Well Underway
    • Lunar Lake is Intel’s Next-Gen AI PC Architecture
    • How Could Lunar Lake Eclipse the Competition?
    • Who Will Want a Lunar Lake AI PC?
    • Lunar Lake’s Effect on Intel’s Business
    • How Lunar Lake Fits Into the AI PC Landscape
  • Intel’s “AI Everywhere” Approach — What It Really Means
    • AI Is Just Getting Started
    • The Importance of Infrastructure and Ecosystem
    • Intel’s Market Position

Companies Cited:

  • Intel
  • NVIDIA
  • AMD
  • Cerebras
  • Microsoft
  • CrowdStrike
  • McAfee
  • TrendMicro
  • Qualcomm
  • Apple
  • MediaTek
  • Samsung
Matthew Kimball
+ posts

Matt Kimball is a Moor Insights & Strategy senior datacenter analyst covering servers and storage. Matt’s 25 plus years of real-world experience in high tech spans from hardware to software as a product manager, product marketer, engineer and enterprise IT practitioner.  This experience has led to a firm conviction that the success of an offering lies, of course, in a profitable, unique and targeted offering, but most importantly in the ability to position and communicate it effectively to the target audience.

Anshel Sag
VP & Principal Analyst| Website| + posts

Anshel Sag is Moor Insights & Strategy’s in-house millennial with over 15 years of experience in the IT industry. Anshel has had extensive experience working with consumers and enterprises while interfacing with both B2B and B2C relationships, gaining empathy and understanding of what users really want. Some of his earliest experience goes back as far as his childhood when he started PC gaming at the ripe of old age of 5 while building his first PC at 11 and learning his first programming languages at 13.

Patrick Moorhead
+ posts

Patrick founded the firm based on his real-world world technology experiences with the understanding of what he wasn’t getting from analysts and consultants. Ten years later, Patrick is ranked #1 among technology industry analysts in terms of “power” (ARInsights)  in “press citations” (Apollo Research). Moorhead is a contributor at Forbes and frequently appears on CNBC. He is a broad-based analyst covering a wide variety of topics including the cloud, enterprise SaaS, collaboration, client computing, and semiconductors. He has 30 years of experience including 15 years of executive experience at high tech companies (NCR, AT&T, Compaq, now HP, and AMD) leading strategy, product management, product marketing, and corporate marketing, including three industry board appointments.