It’s been about six months since a Chinese guy took over at Intel from the white male who said that his primary passions were mostly peaceful BLM protests, giving big jobs to women and people with dark skin, etc. (And nine months since the white savior BLM warrior was ousted.) Has Lip-Bu Tan managed to turn the company around? At least with a dead cat bounce?
I still would like to know why Intel’s Gaudi chips are such a failure compared to NVIDIA. They sure sound great in HTML (replacement phrase for “on paper”):
Did Pat Gelsinger follow his BLM and DEI passion into a full-time job at a social justice enterprise? Apparently not. Investors who suffered a 75 percent loss on Intel stock (adjusted for Bidenflation) during the white savior’s leadership of Intel now have the opportunity to lose some more money by giving it to Playground Global, a venture capital fund where Gelsinger is a partner.
Is it too soon to do an INTL v AMD stock price chart?
Porting AI models from NVidia to the millions of other platforms is hard. Nvidia was 1st to the party in 2004 when everyone else was investing in web 2.0.
If Intel’s AI chip was one or more of following: faster, cheaper, more energy efficient then NVIDIA’s GPU then LLMs would have been ported to it fast. Intel needs to come up with its own code porting model for copilot and similar tools. I am not following the chip race and can not compare Gaudi to NVIDIA GPU.