But it still has a chance at the edge and the PC
Or Intel realizes AI is just a hype trend and is choosing not to engage? If so, I can totally relate.
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?
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.
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.
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.
Has anyone actually made a profit off AI yet? I feel like everyone has sunk billions into it with no foreseeable returns yet.
Nvidia is making off like bandits
But Nvidia already had chips and cards shipping that were suitable for AI, so not tons of R&D up front. Intel would have to somehow make their ARC line better for AI and do it faster than Nvidia is improving theirs.
Not saying that Intel should pivot to AI, I hope they don’t. Just to the question if anyone made a profit with AI, the biggest winner is probably Nvidia
