Say it ain't so! 😂
https://semiwiki.com/forum/index.php?threads/news-intel-may-cut-gaudi-3%E2%80%99s-2025-shipment-target-by-30-raising-concerns-for-tsmc-ase-and-alchip.21166/
10 replies (most recent on top)
Intel buys worthless IS companies and bail them out (Mobileye, Habana, Haganah etc)
Intel AI stands for "Intelligent, AS IF"
At least we're consistent...at failing.
KNF/KNC/KNL, Ponte Vecchio/Rialto Bridge, Movidius/Nervana, Habana/Gaudi 2/3
They all stink and uncompetitive.
Intel is d-mb beyond belief
In contrast, “Blackwell demand is insane!”
Right now there is a 30% cut for the 2025 Gaudi3 forecast. The 2025 plan for Gaudi3 will likely be cut again. No one wants to but expensive chips from Intel, which is on the verge of complete breakdown, re-structuring and bankruptcy.
No one wants Gaudi LOL
Something the media missed in all of this: Customers have untied themselves from Intel and its a--hole business practices and they are Never Coming Back.
We have the best and brightest doing the business side things here at Intel! Three cheers for them!
Meanwhile SATG is betting AI Inflection completely on Gaudi3! Can someone explain this strategy?
Stupid is stupid does?