Gaudi3 is supposedly due this year with a 4X bump in Bf16 training over Gaudi2. Gaudi is an interesting product. Intel seems to have something pretty decent but it hasn't seen much of a volume release yet. Maybe that comes with V3? Not sure exactly what their strategy with it is.

We do know that in 2025 it's supposed to be part of Intel's Falcon Shores HPC XPU. This essentially takes a whole bunch of HPC compute and sticks it all on the same silicon to maximize throughput and minimize latency. Thanks to their tile-based chip strategy they can have many different versions of the chip with different HPC focuses by swapping out different tiles. AI certainly seems to be a major one, but it will be interesting to see what products they come up with.