Intel has missed the boat for AI in the datacenter
Briefly

Intel's recent announcement regarding the cancelation of its Falcon Shores GPU has cast doubts on its competitiveness against Nvidia and AMD in the AI accelerator space. Interim co-CEO Michelle Johnston Holthaus stated that the architecture, originally set for release this year, will be used solely as an internal test chip. This setback means that Intel is likely a year or two away from launching its next GPU architecture, Jaguar Shores. The history of canceled projects, including Rialto Bridge and Ponte Vecchio, raises concerns about Intel's ability to fulfill its product roadmap in this highly competitive market.
Intel's planned Falcon Shores GPU architecture, intended to merge Xe Graphics and Gaudi AI capabilities, has been shelved, indicating significant delays in their GPU development timeline.
The abandonment of Falcon Shores underscores Intel's struggles in the AI accelerator market, having previously canceled projects like Rialto Bridge and Ponte Vecchio.
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