this post was submitted on 02 Feb 2025
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Intel has missed the boat for AI in the datacenter (www.theregister.com)
submitted 2 weeks ago by GreenEngineering3475 to c/hardware
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But it still has a chance at the edge and the PC

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[โ€“] Alphane_Moon 1 points 2 weeks ago (1 children)

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.

[โ€“] [email protected] 2 points 2 weeks ago

It matters if they think the bubble will pop before they get a return on their R&D investment.