Intel, Falcon Shores and AI

Intel’s AI dreams slip further out of reach as it cancels its big data-center GPU hope, Falcon Shores
We're not yet participating in the cloud-based AI data center market in a meaningful way,” Holthaus admitted. “We have learne
Intel posts third consecutive quarterly loss, cancels planned release of Falcon Shores AI chip
In the first earnings report since former CEO Pat Gelsinger left the company, Intel’s fourth-quarter revenue was down seven percent year-on-year (YoY) to $14.3 billion, whilst full-year revenue declined by two percent YoY to $53.1bn.
Why Intel won't bring Falcon Shores AI chip to market
Holthaus also revealed that Intel plans to use Falcon Shores as an internal test chip, not launching it in the market. This move is part of the company's strategy to streamline its roadmap and optimize resources. "AI data center...is an attractive market for us," Holthaus said during the call. "But I am not happy with where we are today."
Intel plans to leverage Falcon Shores as internal test chip only
Says aiming to simplify roadmap and concentrate resources. Says move to leverage Falcon Shores as internal test chip only without bringing it
Intel cancels Falcon Shores GPU for AI workloads — Jaguar Shores to be successor
Intel's next-generation AI and HPC GPU will only be used internally, Jaguar shores will be the real successor for Gaudi 3 in the AI space.
Intel won’t bring its Falcon Shores AI chip to market
Intel is effectively killing Falcon Shores, its next-generation GPU for high-performance computing and AI workloads.
Intel nixes its next-gen AI GPU but still has plans to take on Nvidia
Fair to say Intel's GPU plans don't always go to, er, plan. During Intel's latest earnings call for highly-remunerated bean ...
Intel Beats Earnings--but Its AI Struggles Are a Bigger Problem
The AI chip war with Nvidia ( NASDAQ:NVDA) and AMD ( NASDAQ:AMD) is heating up, and Intel is still playing catch-up.
Money Morning1h
Intel's Earnings Beat Can't Stop Data Center Slide
A report last month said its 18A process, which was supposed to be a "turning point" for Intel Foundry, is only achieving 10% ...
Intel's former CEO says the market is getting DeepSeek wrong after AI-chip-stock rout
Retired Intel CEO Pat Gelsinger said "the markets are getting it wrong" Monday after investors triggered a sell-off in ...
The Next Platform1h
Intel Pushes Out “Clearwater Forest” Xeon 7, Sidelines “Falcon Shores” Accelerator
If Intel hopes to survive the next few years as a freestanding company and return to its role as innovator, it can not afford ...
Intel: Too Early To Bet On A Turnaround
Intel's Q4 earnings results were mixed, with INTC beating EPS consensus by $0.01 and surpassing revenue expectations by $460 ...
Intel: Panther Lake and Nova Lake on Track for 2025 and 2026
Although Intel has yet to announce who will help produce the processors, TSMC already works with Intel to manufacture Arrow ...
Intel rises on revenue beat as CEO hunt dominates investor focus
Former CEO Pat Gelsinger was ousted last month, well before the completion of his four-year plan to turn around the company ...
Why Intel’s reliance on federal funding could hurt its future
Ed Snyder explains why Intel's reliance on US government is a problem. DeepSeek's low-cost AI model does not mean INTC is out ...