
We reported just the other day that AMD's AI GPU business has gone from zilch to about the same as its combined CPUs sales in less than a year. Well, the news from Intel isn't quite so good. It looks like the Gaudi 3 AI chip is a flop.
Speaking to the usual throng of implausibly-well remunerated bean counters on the latest earnings call with investors and analysts, CEO Pat Gelsinger said that Intel will not now meet its modest target of selling $500 million worth of Gaudi 3 GPUs in 2024.