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3 points

I doubt they will. Intel has proven to be incompetent at taking advantage of opportunities. They missed:

  • mobile revolution - waited to see if the iPhone would pan out
  • GPU - completely missed the crypto mining boom and COVID supply crunch
  • AI - nothing on the market

They need a compelling GPU since the market is moving away from CPUs as the high margin product in a PC and the datacenter. If they produced an AI compatible chip at reasonable prices, they could get real world testing before hey launch something for datacenters. But no, it seems like they’re content missing this boat too, even when the price of admission is only a higher memory SKU…

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