Intel (NASDAQ: INTC) has largely failed to tap into soaring demand for artificial intelligence (AI) accelerators. The company ...

Intel has had some wins, including a deal with IBM to put Gaudi 3 chips in IBM's cloud data centers. Unfortunately for Intel, these wins just haven't been big enough to really move the needle.

I am optimistic about Intel's growth prospects in FY 2025, driven by AI product demand. Positive momentum in AI PCs and Gaudi 3 AI accelerator shipments could drive growth. Intel's Q1'25 revenue ...

On the GPU front, Nvidia might be the undisputed champion, but Intel has recently released Gaudi 3 as a competitor. Unfortunately for the company, it failed to hit its target and canceled its next ...

The plan is to focus on rack-scale AI solutions with Jaguar Shores. This move could further depress sales of Intel's Gaudi family of AI accelerators. Intel's AI accelerator roadmap has been a bit ...

Habana's Gaudi family of AI accelerators, which were tailor-made for AI workloads compared to more general-purpose GPUs, had all the makings of a big winner. Intel's AI accelerator roadmap has ...

Intel was set to release a new AI chip called Falcon Shores late this year, to replace its Gaudi 3 accelerator chip. But interim co-CEO Michelle Johnston Holthaus said on an earnings call that ...

One area that Intel has fallen behind in is the cloud-based AI data center market. Intel released Gaudi 3 in FY24 with the intent of reaching the lower end of the market. Accordingly, Gaudi 3 ...

In the report, Intel mentioned the company took a $922 million inventory reserve charge in 2024 for its Gaudi 3 accelerator line. These were the AI accelerators Intel hoped would challenge Nvidia ...