Intel has missed the boat for AI in the datacenter
Intel has missed the boat for AI in the datacenter
But it still has a chance at the network edge and the PC
But it still has a chance at the edge and the PC
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Or Intel realizes AI is just a hype trend and is choosing not to engage? If so, I can totally relate.
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Hm. I agree about the hype trend, but Intel is a for-profit company. You're saying Intel saw an opportunity to make a quick buck on the stupidity of a bunch of other company executives, and decided to hard-pass on a quick buck?
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If it would have cost more in R&D to get in on the cash grab, and they calculated it might be a net loss, yeah, possibly.
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True. The companies best positioned to cash in were the GPU makers, and Intel's GPUs have always been a half-assed attempt to have a finger in the pie.
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While it's reasonable to speculate that there are bubble-like qualities to the "AI" industry (primarily due to failures to provide return on investment), from Intel's perspective, this shouldn't matter.
The enterprise GPU makers are the shovel manufacturers in the gold rush so to speak.
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It matters if they think the bubble will pop before they get a return on their R&D investment.
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