What's its impact on NVDA longterm value? I can't but think it tends down anyway, nothing lasts forever. Intel have more bases covered and would presumably be an undervalue stock from the debacle of engineering sackings.
Nobody knows. it seems like gaudi 3 will perform about half as well in addition to priced half as much. So, it's just going to be a cheaper option, not necessarily a better perf/dollar or perf/watt
Intel though refuses to support old linux kernels. So if you're not willing to run 6.10+ you're SOL anyway.
Where did you get that it’s going to perform about half? Judging by official numbers it should perform around the same.
Nvidia’s profit margin for the H100 is supposedly in the neighborhood of 1000%. So they can afford give up some profit if they need to. Couple that with the fact that the software toolchain advantage is significant. That being said, I’m all for more competition in the space.