Intel effectively killed the Falcon Coast, which is the next GPU for high -performance computing and AI workload.
This is because Intel tries to correct courses after many disappointing product releases and historical losses, and competitors such as AMD and NVIDIA have obtained the foundation.
Intel co -CEO Michelle Johnston Holthaus said at the company’s fourth quarter earning conference call that Intel “uses the Falcon Coast as an internal test chip without pushing it to the market.”
“AI data center […] For us, this is an attractive market, “Holosus said in a call.”[B]I am not satisfied with our situation today. We have not participated in the cloud -based AI data center market in a meaningful way […] One of the direct actions I take is to simplify our roadmap and concentrate resources. “
On the contrary, the focus will be placed on Jaguar Shores. Holthaus calls it the opportunity to develop system -level solutions on the scale of the rack scale ” […] Solving AI data centers more widely. “
Holthaus’s expectations for Falcon Shores last month decreased. At that time, she hinted that this was a “iteration” of the company’s previous GAUDI 3 special AI data center chip.
“One thing we learned from Gaudi is not enough to provide silicon on Thursday’s income phone call.” “Falcon Shores will help us in the process of systems, networks, and memory. All these components[s]Essence However, what the customer really wants is a comprehensive rack solution, so we can solve it with Jaguar Shores. “
GAUDI 3 is widely regarded as Intel’s missed. The company said in November that due to software -related issues, it will not be able to achieve its goal of $ 500 million GAUDI 3. Today, the main service providers other than IBM rarely promise to use chips.
Intel faces hard fighting in the AI data center chip space. Competitors AMD expects that AI chip revenue in 2025 will make about $ 7 billion in revenue, and Nvidia, which is beaten, may reach $ 195 billion in fiscal 2026.
Holthaus said: “When I consider our AI opportunity, my focus is on the problem that customers try to solve. The most noteworthy is to reduce costs and increase calculation efficiency.” Therefore Seeing obvious opportunities in a new way to use our core assets to promote the most attractive cost of the entire continuity. “
