Earlier quoted context omitted.
This is the weird part, I saw the same comments in other threads. People keep saying how everyone yearns for local LLMs… but other than hardcore enthusiasts it just sounds like a bad investment? Like it’s a smaller market than gaming GPUs. And by the time anyone runs them locally, you’ll have bigger/better models and GPUs coming out, so you won’t even be able to make use of them. Maybe the whole “indoctrinate users t…
Intel sold their GPUs at negative margin which is part of why the stock fell off a cliff. If they could double the vram they could raise the price into the green even selling thousands, likely closer to 100k, would be far better than what they're doing now. The problem is Intel is run by incompetent people who guard their market segments as tribal fiefs instead of solving for the customer.
Was it? Their GPUs sales were insignificantly low so I doubt that had a huge effect on their net income.