All research divisions will be hit
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Literally no one is buying Gaudi. Customers literally cannot buy NVIDIA (16+ month waitlist) and yet they are still refusing to buy Gaudi. To call it a flop would be an understatement.
The founders of Habana cashed out. So did Movidius founders.
It's there only hope in AI and GPUs. Or drop out of the market
Gaudi is a "me too" product just like Intel's attempt at the tablet and cell phone market.
If Intel stops Gaudi manufacturing they might as close shop
Is Gaudi used in any products at all ? I heard there are some intel cloud services that are testing it out. Not sure if it's generating any revenue yet.
Gaudi was talked up with real revenue projection numbers in the April earnings call.
During this call, Gaudi was barely mentioned with no revenue forecast.
It’s not a serious product.
Well we bought the Gaudi!! Where are they used anyway today?
Intel was doing power point presentation AI… likely generated by Copilot… and the so called AI architects were overseeing the PPTs.
I don’t think Intel was likely doing as much AI work as people might think… lots of talk, less of the walk…
It will be hit too
Absolutely not.