Is Intel Ready for an AI Comeback in 2025?

One area where Intel (NASDAQ: INTC) has seriously dropped the ball has been artificial intelligence (AI). Nvidia essentially owns the market for AI accelerator chips, and AMD is at least competitive with its Instinct line of data center graphics processing units (GPUs). Nvidia is generating tens of billions of dollars in revenue each quarter from its data center GPUs, and AMD is producing a few billion per year. Meanwhile, Intel fell short of its goal to sell $500 million worth of AI accelerators in 2024.It didn't have to be this way, but mistakes made long ago have hampered Intel's AI efforts. The company was working on a discrete GPU project, codenamed Larabee, way back in 2008, and its architecture would have been well suited for the massively parallel computing tasks required to train AI models. Larabee was canceled, however, setting the stage for Intel to be blindsided by the AI revolution and the surge in demand for GPU accelerators over the past few years.Intel's current AI accelerator lineup comes from Habana Labs, an AI chip company Intel acquired in 2019. The Gaudi family of AI chips aren't traditional GPUs, although they're similar in nature.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool