Intel effectively kills the Falcon Shores, the following generation GPU for high-performance computing and AI workloads.
The step comes when Intel tries to correct the course after a series of disappointing product launches and historical losses, while competitors similar to AMD and Nvidia are gaining ground.
Intel's co-CEO, Michelle Johnston Holthhaus, said on Thursday at the corporate's fourth quarter of the corporate that Intel “would use Falcon Shores as an internal test chip without bringing it onto the market”.
“Ai -Correct Center … is a horny marketplace for us,” said Holthhaus through the call. “(B) UT I'm not satisfied with where we’re today. We haven’t yet taken part within the cloud-based AI data center market in a smart way. One of the immediate measures I took is the simplification of our roadmap and the concentration of our resources. “
Instead, the main target can be on Jaguar Shores, which Holthhaus mentioned as a chance to “develop an answer on the system level on Rack scale … to treatment the AI ​​data center more generally”.
Holthaus Tempered expectations For Falcon Shores within the last month when she implied that it was a “iterative” step over the corporate's earlier dedicated AI data center chip, Gaudi 3.
“One of the things we learned from Gaudi is that it shouldn’t be enough to only deliver silicon,” said Holthhaus through the win on Thursday. “Falcon Shores help us on this means of working on the system, network, storage – all of those components (s). But what customers really need is this entire rack solution, and so we will add with Jaguar Shores. “
Gaudi 3 is widely seen as Miss for Intel. In November, the corporate said that as a result of software problems, it could not have the opportunity to attain its $ 500 million for Gaudi 3 sales. Today, only a number of necessary service providers have committed themselves beyond using the chip.
Intel is faced with a troublesome fight within the AI ​​calculation center. Rival amd expected to earn around 7 billion US dollars within the AI ​​chip turnover in 2025, while Nvidia, the incumbent incumbent, could achieve sales of $ 195 billion within the 2026 financial yr. According to some analysts.
“If I take into consideration our AI opportunities, my focus is on the issues that our customers try to resolve, above all the necessity to cut back the prices and increase the efficiency of the calculation,” said Holthhaus. “As such, an all-size approach is not going to work, and I can see clear opportunities to make use of our core assets in a brand new way so as to promote probably the most convincingly overall care costs for the whole continuum.”
