Does anyone really want this product?
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The export restrictions on AI shipments are going to be relaxed, at least for the country names which do not begin with 'China'.
The stock popped on the news, in anticipation for a surge in Gaudi shipments to somewhere.
Market is also very excited for the release of Gaudi 8, 'The Ocho'.
We fu---d that up real good. We are soooo good at this semiconductor business!! Woo woo besure to let management know they are doing a great job
All Gaudi3 orders have now been officially canceled.
It’s a huge tu-d - lavender will no doubt make some BS claim that ‘the tiber cloud’ is best use for them - which is absolutely hilarious … they have this insane belief that offering this cr-p on a private cloud is a good option - it 100% won’t , delusional , inward navel
Gazing nonsense.
Only SATG is using Gaudi2 and old PVCs...trying to push this to others claiming to be best perf/price compared H100s. No one is buying thus BS even in SATG's junk IDC. Like Pat, GL and MF is pulling wool over external developers.
Dumpster fire…
Nobody wants Gaudis. Gaudi3 drops cards off the bus...total bust.
It’s the right product at the wrong time.
Intel Says It Won't Even Make $500M From Gaudi AI Chips In 2024 Despite Nvidia Minting Billions: CEO Gelsinger Says Uptake 'Slower Than We Anticipated'
https://finance.yahoo.com/news/intel-says-wont-even-500m-194354930.html
If not Gaudi we may as well drop out of any AI related stuff
Gaand means a-s
No.
It’s an epic flop.
Pat mentioned Gaudi2 and Gaudi3 are investment areas for our AI strategy
(looking up gaand)
Gaudi will be used to power Pat's gaand. Useless product no one will ever buy.