--- title: "Intel's New CEO Vows to Compete with Nvidia's Best AI Server — Barrons.com" description: "Intel's new CEO, Lip-Bu Tan, aims to enhance the company's position in the AI hardware market, specifically targeting competition with Nvidia's leading AI server systems. In his annual report, Tan emp" type: "news" locale: "en" url: "https://longbridge.com/en/news/233503806.md" published_at: "2025-03-27T18:09:00.000Z" --- # Intel's New CEO Vows to Compete with Nvidia's Best AI Server — Barrons.com > Intel's new CEO, Lip-Bu Tan, aims to enhance the company's position in the AI hardware market, specifically targeting competition with Nvidia's leading AI server systems. In his annual report, Tan emphasized the need for competitive rack-scale solutions in cloud-based AI data centers. Despite a recent 1.8% drop in Intel's stock, Tan is optimistic about revitalizing Intel's AI business, which has struggled against Nvidia's dominance. The company previously missed revenue forecasts and shifted focus from its Gaudi-AI accelerators to a new solution, Jaguar Shores. By Tae Kim Intel's new Chief Executive Lip-Bu Tan has a message for investors: We will compete with Nvidia in AI hardware. "There's no question we need to strengthen our position in the cloud-based Al data center market by developing competitive rack-scale system solutions, which will be a key priority for me and the team," Tan wrote in Intel's annual report, which was filed on Thursday. Earlier this month, Tan was named the permanent CEO of Intel. He succeeds former CEO Pat Gelsinger, who retired in December. On Thursday, Intel stock was down 1.8% to $23.01. The new Intel executive was referring to competing with Nvidia's top-of-line GB200 NVL72 Blackwell AI system, which a former Intel executive called the current "apex predator" in AI computing. It has 72 GPUs linked together inside one server rack versus the previous server's eight GPUs, offering unprecedented computing-power density in a small space. Nvidia dominates the market for AI data-center hardware. In contrast, Intel's AI products have not done well. Last October, the company admitted its Gaudi-AI accelerators wouldn't achieve its prior $500 million revenue forecast for 2024. In January, Intel announced it wouldn't bring its next AI data center product Falcon Shores to market and would instead focus its efforts on developing another AI data-center solution called Jaguar Shores. Tan is hoping that under his leadership, Intel's AI business can get back on track. Write to Tae Kim at tae.kim@barrons.com This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. ### Related Stocks - [INTC.US - Intel](https://longbridge.com/en/quote/INTC.US.md) - [NVDA.US - NVIDIA](https://longbridge.com/en/quote/NVDA.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 印度 AI 實驗室 Sarvam 的新模型是對開源 AI 可行性的重大押注 | 印度人工智能實驗室 Sarvam 推出了新的大型語言模型，寄希望於開源人工智能與更大競爭對手競爭。在印度人工智能影響峯會上宣佈，這些模型包括 300 億和 1050 億參數版本，旨在用於本地語言的實時應用。它們從零開始訓練，使用了數萬億個標 | [Link](https://longbridge.com/en/news/276230007.md) | | ZAWYA-PRESSR：Genesis-AI 推出全球市場以解決人工智能採用問題 | Genesis-AI 推出了一個全球人工智能市場，旨在促進各個行業的人工智能採用。該平台通過提供一個結構化的市場，幫助組織發現和部署企業級人工智能解決方案，解決了供應商分散和高執行風險等挑戰。它將企業、公共部門組織和系統集成商與全球的人工智 | [Link](https://longbridge.com/en/news/276121763.md) | | 黃仁勳：英偉達將發布幾款前所未有的全新晶片 | 英偉達執行長黃仁勳接受外媒訪問時稱，該企已經為下月的年度 AI 盛會 GTC 2026 準備了幾款前所未有的全新晶片。 他補充，「由於所有技術都已達到極限，所以沒有什麼是容易的」。但強調因擁有一支由英偉達和 SK 海力士的內存工程師組成的團 | [Link](https://longbridge.com/en/news/276419680.md) | | 傳 OpenAI 最新融資有望突破 7800 億，亞馬遜、英偉達等參與投資 | OpenAI 即將完成新一輪融資的第一階段，預計融資額將超過 1,000 億美元，創下紀錄。首輪融資主要來自亞馬遜、軟銀、英偉達和微軟等戰略投資者，預計在本月底前確定投資方案。隨著 OpenAI 計劃進行基礎設施投資，公司整體估值可能超過 | [Link](https://longbridge.com/en/news/276419176.md) | | 印孚瑟斯技術發佈 AI 優先價值框架 | Infosys 有限公司：INFOSYS - INFOSYS 推出 AI 優先價值框架 | [Link](https://longbridge.com/en/news/276131501.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.