News Intel expects $500 million in Gaudi 3 AI sales for the rest of the year — Nvidia to rake in $40 billion for data center AI this year

[Admin]

Intel does not expect its Gaudi 3 AI accelerator to make big money this year.

Intel expects $500 million in Gaudi 3 AI sales for the rest of the year — Nvidia to rake in $40 billion for data center AI this year : Read more

 

[rtoaht]

It is coming late in 2024. Most volume would be in 2025. So half a billion in 2024 isn’t bad for a product releasing near the end of the year. If anything, it indicates that 2025 would be much better considering it will have full 12 months to sell it.

 

[Alvar "Miles" Udell]

It's not that unexpected, remember:

https://www.tomshardware.com/pc-com...or-fear-of-retaliatory-shipment-delays-report

 

[JRStern]

It's not Intel's fault that some of the hyperscalers are spending billions on NVDA chips simply to horde them.
I wish I had a product that was going to move a paltry $500m in the fourth quarter.

 

[jheithaus]

The low sales are probably because Gaudi3 is the last of its kind. There will never be a Gaudi4. Developers are not going to create AI platforms for a chip architecture with no future. Gaudi3 will supposedly be succeeded by Falcon Shores. But Falcon Shores is not a successor. Falcon Shores is simply the next enterprise Arc GPU launch. Gaudi as a platform is end of life by 2H2025.