erek
[H]F Junkie
- Joined
- Dec 19, 2005
- Messages
- 10,785
Lots of Billions discussed today! Mainly losses
"Clearly, Intel realizes that it needs breakthrough performance and efficiency to go up against NVIDIA, the 800-pound gorilla in this space, and it can’t be happy with its Nervana efforts to date. And Intel must get this right; I don’t believe it will get a third chance, but it is still early enough in the game to switch horses. To quote the Moor Insights & Strategy founder Patrick Moorhead, “We’re in the first inning of AI and there’s still room to maneuver.”"
https://www.forbes.com/sites/moorinsights/2019/12/16/intel-acquires-habana-labs-for-2b/#55a2afe019f9
"Clearly, Intel realizes that it needs breakthrough performance and efficiency to go up against NVIDIA, the 800-pound gorilla in this space, and it can’t be happy with its Nervana efforts to date. And Intel must get this right; I don’t believe it will get a third chance, but it is still early enough in the game to switch horses. To quote the Moor Insights & Strategy founder Patrick Moorhead, “We’re in the first inning of AI and there’s still room to maneuver.”"
https://www.forbes.com/sites/moorinsights/2019/12/16/intel-acquires-habana-labs-for-2b/#55a2afe019f9