Before going any further, it’s worth mentioning that we can’t verify any of Intel’s claims made by this reporter. As a result, take this info with a grain of salt until Intel confirms these statements officially.
Yeah, let’s wait
So I wonder how these will fail.
Let’s hope they won’t, the competitive situation in the GPU space is even worse than in the CPU segment.
It was a little tongue in cheek my comment. You’re right, and my fear is these CEOs bought too much into these transform models for LLMs they’re calling AI and spreading engineering teams even thinner. I hope this AI bubble bursts soon so that we can get back to work on worthwhile projects.
I don’t need an AI chip from Intel in my laptop that’s less reliable because it has a tpu cludged into it so that I can ask a chat bot to tell me a bedtime story.
I think in 12-18 months, if they won’t come up with something radically new (i.e. not modest refinements of the latest LLM model), the bubble will pop.
They have to get a return on this massive capital spend and I bet opex spend (salaries for people with relevant experience must be insane these days) is no joke as well.
At some point they will have to show ROI; something they have failed to do so far.
My issue is they’re not really hiring more engineers, but they are increasing the workload. I think that’s the main driver to all of the microcode failures intel has been dealing with.
Agreed on all points! Already talk of openai’s huge running costs and vedors are scrambling to try and monetise.
