Intel’s Q1 2025 earnings press release talked up their new AI-enabled chips. But these are not selling. [Intel] In the earnings call, CFO Dave Zinsner mentioned they had “capacity constraints in In…
It’s partly that and partly a mad dash for market share in case the get it to work usefully. Although this is kind of pointless because AI isn’t very sticky. There’s not much to keep you from using another company’s AI service. And only the early adopter nerds are figuring out how to run it on their own hardware.
It’s partly that and partly a mad dash for market share in case the get it to work usefully. Although this is kind of pointless because AI isn’t very sticky. There’s not much to keep you from using another company’s AI service. And only the early adopter nerds are figuring out how to run it on their own hardware.