Air Street Press Vibe shifts #1: Intel
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Dec 10, 2024 The discussion starts with how Intel has faltered in the AI race, struggling against fierce competitors like Nvidia. There's a deep dive into the strategic blunders that hampered Intel's relevance, particularly in adapting to market demands. The host contrasts Intel’s aggressive acquisition strategy with AMD’s steady approach, raising concerns about Intel’s future. Ultimately, the podcast highlights the urgent need for innovation and agility in a rapidly evolving tech landscape.
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Intel's Losses vs. Nvidia's Gains
- Intel posted a $16.6B loss in Q3 2023, its largest ever.
- During the same period, Nvidia earned $35.1B, highlighting Intel's struggles.
Intel's Missed AI Opportunity
- Intel's downfall in AI is partly due to its lack of initial interest in the field.
- They prioritized their profitable x86 architecture over exploring new AI opportunities.
Nvidia's Early CUDA Investment
- While Nvidia invested heavily in its CUDA ecosystem from 2007, it was initially seen as a waste.
- After AlexNet (2012) and DeepSpeech2 (2015), the value of Nvidia's GPU approach became clear.