Update to Intel's AI Silicon
We're wondering exactly how Intel plans to compete at volume against everyone else with AI training and inference silicon. The company launched Gaudi 2, Gaudi 3, and on the books was a replacement called Falcon Shores coming in 2025/2026. Today's announcement changes that roadmap.
[00:00] Intel's Current GPUs
[03:29] The Roadmap To Date, inc Falcon Shores
[09:09] Move to a yearly update
[11:00] Falcon Shores Customers
[11:50] Process Node Roadmap
[13:25] Intel's done this before
[14:13] Building chips takes time
[15:00] 52 weeks to get NVIDIA
[16:00] Strategy
[17:00] Questions to answer
https://www.intc.com for Intel's Financials
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#intel #gaudi #falconshores
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