Intel believes that the status quo will not last long
Intel, after announcing the Meteor Lake processors, which are not particularly impressive yet, judging by the first tests, decided at the same time to criticize Nvidia.
More precisely, this was done personally by Intel CEO Pat Gelsinger. His statement concerned Nvidia's dominance in the market for artificial intelligence solutions, where Intel itself is represented, but very weakly.
You know, the whole industry is interested in eliminating the CUDA market. We view CUDA's moat as shallow and small because the industry is interested in providing a broader set of technologies for broad learning, innovation, data science, and so on. When inference happens, hey, once you've trained the model… There is no dependence on CUDA. It's all about whether you can run this model well?
Nvidia claims AMD unfairly compared its Instinct MI300X and H100 accelerator
The essence of Intel's claims is that CUDA is a proprietary Nvidia platform, which limits the development of the AI market and forces various companies to actively buy more and more Nvidia accelerators. Of course, when such demand falls on one company, it harms competition and, as a consequence, the market as a whole. However, so far no one other than Intel has publicly stated that Nvidia's dominance in the AI market is a big problem.