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.
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.
It matters if they think the bubble will pop before they get a return on their R&D investment.