intel challenges nvidia with new workstation gpu and ai accelerators

2025-05-20 general

Santa Clara, Tuesday, 20 May 2025.
intel has unveiled its arc pro gpu series and gaudi 3 ai accelerators, targeting semi-professional users and ai developers. the move signifies intel’s ambition to expand its presence in the gpu and ai acceleration markets, escalating competition with nvidia. the new arc pro b-series gpus, including the b60 and b50, are designed for ai inference and professional workstations, featuring up to 24 gb of memory. intel’s project battlematrix, a xeon-based platform, can support up to eight arc pro b60 gpus, handling ai models with up to 150 billion parameters.

Intel’s gpu product line expansion

Intel’s introduction of the Arc Pro B60 and B50 GPUs, based on the Xe2 architecture, marks a significant expansion of its professional-grade GPU offerings [1]. The Arc Pro B50 is expected to be priced around $299, while the Arc Pro B60 is anticipated to be in the $399 range [5]. These GPUs are designed to cater to the increasing demand for AI inference and workstation applications, providing creators, AI developers, and professionals with scalable and cost-effective solutions [1]. The Arc Pro B60 will begin sampling in June 2025, with the B50 following in July 2025 [2].

gaudi 3 accelerators and ai assistant builder

The Intel Gaudi 3 AI accelerators are now available in PCIe and rack-scale systems, offering scalable solutions for enterprise and cloud AI inference [2]. Each rack can accommodate up to 64 accelerators with 8.2 TB of high-bandwidth memory [1]. In addition, the Intel AI Assistant Builder, now available on GitHub, enables developers to create custom AI agents optimized for Intel platforms [1][2]. These initiatives underscore Intel’s commitment to providing accessible and scalable AI solutions, potentially attracting a broader customer base and driving revenue growth [1].

market competition and strategic implications

Intel’s moves directly challenge Nvidia’s dominance in the GPU and AI accelerator markets [1]. While Nvidia has held a significant lead, particularly in AI, Intel’s focus on providing cost-effective and accessible solutions could disrupt the competitive landscape [8]. With Arm also making inroads into the PC market, the competitive pressure on Intel is intensifying [8]. Intel’s success will depend on its ability to deliver compelling performance and build a robust software ecosystem to support its new hardware [1][2].

analyst perspectives and stock impact

Analysts are closely watching how Intel’s new offerings will impact its stock value. The company’s investments in GPU technology and AI accelerators signal a long-term commitment to these high-growth markets [1]. However, Intel must demonstrate its ability to capture market share from established players like Nvidia to justify these investments [8]. Positive reviews and strong sales figures for the Arc Pro GPUs and Gaudi 3 accelerators could lead to an increase in investor confidence and a corresponding rise in Intel’s stock price [5]. Conversely, failure to gain traction could result in continued pressure on the stock [GPT].

Bronnen

intel gpu ai accelerators