Pat Gelsinger, Intel’s CEO, said during the chipmaker’s third-quarter earnings call last Thursday that it will “not achieve our target of $500 million in revenue” for its Gaudi accelerator chips this year, blaming slower-than-expected sales on the “product transition” from Gaudi 2 to the recently launched Gaudi 3 as well as “software ease of use.”
Meanwhile …
AMD CEO Lisa Su said earlier last week that her company has upgraded its 2024 sales forecast for Instinct data center GPUs by $500 million to $5.5 billion.
Rear view mirror lol 😂