Intel sees massive demand for AI chips designed for China amid LLM boom and US export curbs, report says

https://www.scmp.com/tech/tech-trends/article/3235349/intel-sees-massive-demand-ai-chips-designed-china-amid-llm-boom-and-us-export-curbs-report-says

Sales of Intel’s Gaudi2 processors, tailored to comply with US trade restrictions, have been strong since their launch in July, Taiwanese media reported

Under soaring demand, the US firm has placed more orders with its supplier Taiwan Semiconductor Manufacturing Co (TSMC), the report said