Intel will not bring Falcon Shores AI to the market

Intel acts effectively killing Falcon, and GPU of the next generation for high performance computing and work burdens Amnesty International.

The move comes at a time when Intel tries to correct the path after a number of The launch of disappointing products and historical lossesWhile competitors like AMD and Nvidia are gaining floor.

“You will benefit from the shores of Falcon as an internal test, without submitting it to the market.”

“The AI ​​Data Center … is an attractive market for us,” said Holthhaus during the call. (B) I am not happy with our place today. We are not yet participating in the market of the artificial intelligence data center based on the group of the cores in a meaningful way … One of the immediate actions I have taken is to simplify our road map and focus our resources. “

The focus instead will be on the Jaguar beaches, which Holthaus described Intel’s opportunity to develop a system level on the rack of … to process the center of artificial intelligence data on a broader scale. “

Holthus The increasing expectations For Falcon Shores last month, when it was guaranteed that it was a “repetitive” step on Chip Center Center Center former for the company’s former company, Gaudi 3.

“One of the things we learned from Gaudi is, it is not enough to deliver the silicon only,” Holthus said during a profit call on Thursday. “Falcon Shores will help us in the system of system, networks and memory – all of these ingredients (ingredients). But what customers really want is a widespread shelf, so we can reach this with Jaguar Shores.”

Gaudi 3 is widely seen as an Intel Miss. In November, the company said it would not be able to achieve its goal of $ 500 million in Gaudi 3 sales due to the problems related to programs. today, A few of the main service providers behind IBM Adhere to the slide.

Intel faces an arduous battle in the AI ​​Data Data Center area. AMD competitor It is expected to earn about $ 7 billion In the revenue of artificial intelligence chips in 2025, while Nafidia, the job occupant, can reach $ 195 billion of revenues in the fiscal year 2026, According to some analysts.

“When I think about the opportunity of our Amnesty International, my focus is on the problems that our customers are trying to solve, most notably the need to reduce cost and increase the efficiency of the account,” Holthhaus said. “In this way, the approach that suits everyone will not succeed, and I can see clear opportunities to benefit from our basic assets in new ways to pay the total cost of ownership through continuity.”