Intel (INTC -1.59%) has already pulled back on its effort to directly compete with Nvidia in the AI accelerator market. The company's Gaudi line of AI chips held promise, but immature software and an unfamiliar architecture ultimately doomed Intel's flagship AI offerings. The company later axed Falcon Shores, which was meant to succeed Gaudi 3 as a more traditional GPU, instead shifting its focus to rack-level solutions. Reporting from The Oregonian suggests that Intel may now be pulling back further. In a ...

Core Viewpoint - Intel's new CEO, Lip-Bu Tan, emphasizes the need for honesty from partners and customers as the company aims to rebuild itself and improve its innovation and responsiveness to market demands [1][4]. Group 1: Leadership and Vision - Lip-Bu Tan has taken on the role of CEO with a commitment to transforming Intel into a more customer-centric organization, focusing on excellence in engineering and listening to client needs [5][6]. - The company plans to enhance its product offerings, particularly in the client computing division, and is set to launch the Panther Lake processors using the Intel 18A manufacturing process later this year [3][5]. Group 2: Operational Strategy - Intel has laid off approximately 15,000 employees as part of cost-cutting measures to strengthen its position, while also planning to divest non-core businesses [3][4]. - The CEO aims to establish strong relationships with key clients to develop a world-class foundry service, indicating a strategic pivot towards contract chip manufacturing [2][3]. Group 3: Product Development and Innovation - There is a strong focus on improving the performance and efficiency of Intel's products, particularly in AI inference CPUs, as the company acknowledges the need to enhance competitiveness in this area [4][5]. - Tan has expressed dissatisfaction with the current state of Intel's AI accelerator chip strategy and aims to learn from past mistakes to create a more competitive product lineup [4][5]. Group 4: Company Culture and Collaboration - The new leadership emphasizes a cultural shift towards collaboration, humility, and customer-centric values, aiming to transform Intel from a supplier to a true partner for its clients [6][5]. - The company is fostering a culture that prioritizes teamwork and tangible results, with a focus on turning vision into reality through actionable steps [6].

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容编译自彭博社，谢谢。 让我们来看看 Nvidia 取得惊人增长的因素以及未来面临的挑战。 Nvidia 最受欢迎的 AI 芯片有哪些？ 目前最赚钱的产品是 Hopper H100，其名称是对计算机科学先驱 Grace Hopper 的致敬。它是图形 处理单元的增强版，起源于视频游戏玩家使用的个人电脑。Hopper 将被 Blackwell 系列取代，后者 以数学家 David Blackwell 的名字命名。 一度让 Nvidia Corp. 成为全球市值最高公司的强劲股价涨势已停滞。投资者现在已开始谨慎对待向 这家芯片制造商投入更多资金，因为很明显，采用人工智能计算不会是一条直线道路，也不会仅仅 依赖 Nvidia 技术。 Hopper 和 Blackwell 都采用了将使用 Nvidia 芯片的计算机集群转变为能够处理大量数据并进行高 速计算的单个单元的技术。这使得它们非常适合用于训练最新一代人工智能产品 所依赖的神经网络 这一耗能任务。 Nvidia 成立于 1993 年，率先在这个市场进行了投资，投资历史可追溯到十多年前，当时它押注并 行工作的能力有 ...