https://investorplace.com/2024/07/intels-ai-dream-turns-nightmare-3-reasons-intc-stock-could-crash-further/
@1qlf+1tkXup5I with a few hundreds of millions in revenue it would likely barely break even, and hugely disappoint against Nvidia and AMD bringing tens of billions. As we are already years behind we need to beat them to get any serious market share, and so far we can't even match despite huge investment.
@1fij+1tkXup5I Barely beating Hopper in a few cherrypicked benchmarks. Blackwell obliterates Gaudi across the board, not to mention vastly superior ecosystem.
How is this possible? I thought the early benchmarks showed Gaudi beating Nvidia.
intel the gift that keeps on TAKING
Gaudi 3 was never expected to be market leading. It is still expected to fetch hundreds of millions in revenue because nobody wants NVidia to be a monopoly. It is a stepping stone for Intel.
One CNBC guest said - stay out of this toxic stock. Intel promised something and never delivered on-time.