Naver's reported switch to Intel from Nvidia for Place AI is 'not the game changer yet' - Bernstein
In a memo to clients on Monday, Bernstein analysts took note of a report by a major Korean media outlet that stated Naver, the Google in the process of Inference.
However, Bernstein believes the move is not a game changer yet."By far, H100 of NVIDIA is the best performing AI chip in the world, ~1.5x-4.5x better than their previous generation on inference, and better on available inference tests against accelerators from Google, Qualcomm will also be removed; self-promotional material or business-related solicitations or PR , and/or any other comment that contains personal contact specifcs or advertising will be removed as well.
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