Intel Fills the Gap in China's AI Chip Market Amid US Export Restrictions

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Intel, which last year made 27% of its total revenue in China, seems to have strategically positioned its Gaudi2 processors

. At its launch, Sandra Rivera, Intel’s executive vice-president, said that these chips aim to “lower the barrier to entry” and help build up China’s AI capabilities.

Given that China accounted for a third of global semiconductor sales last year, according to the Semiconductor Industry Association, Intel’s focus on mainland clients is both timely and strategic. Amid geopolitical tensions and technological limitations, Intel’s Gaudi2 chips are not just filling a gap; they’re also potentially shaping the future of AI in one of the world’s largest markets.

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