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Intel Is GPU Poor – Dissecting the Company’s Disastrous Q2 Earnings
August 5, 2024
In an era of prosperity for chip makers, Intel is a titanic disappointment. There's no other way to put it. The company reported a second-quarter loss of $1.6 b Read more…
Nvidia Economics: Make $5-$7 for Every $1 Spent on GPUs
June 30, 2024
Nvidia is saying that companies could make $5 to $7 for every $1 invested in GPUs over a four-year period. Customers are investing billions in new Nvidia hardwa Read more…
More Cores, Higher Prices: Intel’s Server Revenue Expected to Increase
November 3, 2023
Intel's data center business is recovering, showing healthy margins despite growing competitive pressure. The healthy margins result from higher average se Read more…
Intel Plans Falcon Shores 2 GPU Supercomputing Chip for 2026
August 8, 2023
Intel is planning to onboard a new version of the Falcon Shores chip in 2026, which is code-named Falcon Shores 2. The new product was announced by CEO Pat Gel Read more…
Cerebras Has Big Plans for Big AI Chips: Build Your Own Cloud
July 20, 2023
Hyping an AI chip is one thing, but proving its usability in the commercial market is a bigger challenge. Some AI chip companies -- which are still prov Read more…
Intel Admits GPU Mistakes, Reveals New Supercomputing Chip Roadmap
May 22, 2023
Intel has finally provided specific details on wholesale changes it has made to its supercomputing chip roadmap after an abrupt reversal of an ambitious plan to Read more…
Intel’s Habana Labs Takes on Prominent Role as Generative AI Surges
May 9, 2023
Intel acquired AI chipmaker Habana Labs just four years ago; now, the division is serving – per Habana COO Eitan Medina – as “effectively the center of ex Read more…
Intel Issues Roadmap Update, Aims for ‘Scheduled Predictability’
March 30, 2023
Intel held an investor webinar yesterday, with the chip giant working to project consistency and confidence amid slipping roadmaps and market share. At the even Read more…
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