Intel announced China-specific versions of its Gaudi 3 AI accelerators along with the regular versions this week. By contrast, nothing is clear about AMD's Instinct MI300-series products for China or Nvidia Blackwell-based offerings for the People's Republic. Will they ever be released? Analysts from TrendForce have no idea.
Intel is prepping two Gaudi 3 products that are neutered to meet U.S. export control rules for China. One product is the Gaudi 3 HL-328 OAM module, and another is the Gaudi 3 HL-388 PCIe card. Intel doesn't disclose the performance levels of the two AI processors, but both are said to feature a thermal design power of 450W (down from 900W and 600W of fully-fledged versions), which points to radically lowered performance. Gaudi 3-series China-oriented processors have 128 GB of HBM2E memory (using eight stacks with a 1024-bit interface) and 3.7 TB/s of bandwidth. The scale-out capabilities of PRC-specific Gaudi 3 are similar to other Gaudi 3 accelerators.
