Intel won’t bring out its Chip Shores Ai Chip
This move comes when Intel tries to adjust the course after a row Disappointing product launch and historically lossesWhile competitors like AMD and NVIDIA win.
Intel CEO Michelle Johnston Hraltus said during the fourth quarter revenue on Thursday that Intel would “use the Falcon coast as an internal test chip without bringing it to the market.”
“AI data center … is an attractive market for us,” Holhaus said during the conversation. “(B) UT I’m not satisfied with where we are today. We are not yet participating in the cloud market of AI data centers in a meaningful way … One of the immediate actions I took is to simplify our roadmap and concentrate our resources. “
The focus will instead be on the shores of Jaguar, which Holhaus called Intel to “develop a system level solution on the trunk scale … to handle the AI data center wider.”
Hollhouse hardened expectations For the Falcon Shores last month, when she hinted that it was a “iterative” step on the company’s previous specialized chip of the company, Gaudi 3.
“One of the things we learned from Gaudi is that it’s not just enough to deliver silicon,” Holhaus said during a profit on Thursday. “Shores Falcon will help us in this process of working on the system, network work, memory – all those components (s). But what customers really want is this full -scale trunk solution, so we are able to get to Jaguar Shores. “
Gaudi 3 is seen as a pass for Intel. In November, the company said it would not be able to achieve its $ 500 million goal in Gaudi 3 sales due to software issues. Today, Few main service providers beyond IBM are committed to using the chip.
Intel is confronted with a difficult battle in the AI Data Center chip space. Rival amd Expects to win around $ 7 billion At AI CHIP revenue in 2025, while NVIDIA, the Victory acting, could reach $ 195 billion revenue in the fiscal 2026, and According to some analystsS
“Because I think about our AI opportunity, my focus is on the problems our customers are trying to solve, the need to reduce costs and increase the efficiency of the calculation,” Holthaus said. “As such, the one-size approach will not work and I can see clear opportunities to use our main assets in new ways to stimulate the most convincing total ownership costs in the whole continuum.”
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