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Intel’s Gaudi AI chips are far behind Nvidia and AMD, won’t even hit $500M goal
“We will not achieve our target of $500 million in revenue for Gaudi in 2024,” CEO Pat Gelsinger just said on the company’s Q3 2024 earnings call today. Though Intel just launched its recent Gaudi 3 accelerator this past quarter, said Gelsinger, “the overall uptake of Gaudi has been slower than we anticipated as adoption rates were impacted by the…
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AMD and Intel’s new x86 advisory group looks to tackle Arm, but will it succeed?
Intel and AMD have announced they will partner up to create an ‘x86 ecosystem advisory group’ in a move some experts think will help the pair fight off competition from UK chipmaker Arm. The x86 is a complex instruction set computer (CISC) architecture that powers most of the world’s CPU market – according to Statista, Intel’s x86 processors made up…
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What does Qualcomm’s interest in buying Intel’s chip design business mean for the future of PCs? – Computerworld
“If Qualcomm makes this move, it could mark a significant shift in the balance of power in the PC chip market, potentially setting the stage for a more competitive landscape driven by AI-focused innovation,” said Scott Dylan, founder of NexaTech Ventures. It would ultimately be a win for Qualcomm’s strategy to diversify beyond mobile chipsets, he added, “but it may…
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Qualcomm eyes pieces of Intel’s struggling chip business – Computerworld
This week, Intel launched its Lunar Lake chip, designed to power AI applications, as part of its push to regain a competitive edge. However, Intel outsourced significant portions of the chip’s fabrication to TSMC, a shift from its historical reliance on in-house production. Qualcomm’s expansion strategy With the potential acquisition, Qualcomm could significantly expand its footprint in the PC chip…
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