Well, the ex-CEO of Intel recognized the company’s “delayed” response to AI because he now said that the impact of technology was poorly calculated in his time.
Intel judgment errors to AI could cost them billions of income, giving competitors the whole lever effect
If you look at what Intel has done with AI, this is nothing less than disappointment, especially in the field of AC accelerators and rack solutions, because even after several years, Team Blue did not present a competitive solution. Of course, the company offers its accelerators of Gaudi Ai on the market, but they have witnessed little adoption of cloud companies, which shows that Intel is not very close to the competitors with regard to the hottest industry. Now in a Report by Nikkei AsiaIt is revealed that the former CEO of Intel, Pat Gelsinger, admitted the company’s dull approach to AI during his mandate.
Me and almost everyone underestimated the impact of artificial intelligence. If you look at the AI chips today, the performance of the fleas has continued to increase for the calculation of the AI, but the electrical efficiency of these chips has not changed for three generations.
Intel to AI’s reluctance is much more obvious when Gelsinger initially presumed that “inference” is everything, when Nvidia and others were occupied by model training. The ex-CEO of Intel at the time said that the company was ready to capitalize on the demand for inference when it came, and even called Cuda as a “ditch”. Despite such assertions, we have never seen anything intel in the AI segment worthy of competing with Nvidia, with the exception of their Xeon Server processors, mainly because they were a “several decades” product from Team Blue.
Quickly go to what’s going on with Intel and have right now. The company’s optimistic accelerator project, Falcon Shores, had been canceled and the new CEO is looking to enter the Racks scale with Jaguar Shores. Competitors like NVIDIA and AMD have already offered their solutions for many years now, and Intel is not found in an industry that has generated hundreds of billions in the last quarters. And now, Team Blue is struggling to maintain its current activities, not to mention developing in new borders.
Interestingly, the former CEO of Intel still believes that having a semiconductor internal manufacturing unit is the means of approaching the design of the products, despite the financial obligations it carries. Intel was strongly criticized for its “IDM 2.0” strategy, and it seems that the new CEO, Lip-Bu tan, by decoupling by focusing less on the foundry sector and more on design, one of the main companies in Intel. It is certain that we will see drastic changes with Intel move in the future, which probably would have perceptible consequences.
