Energy & Data CentersIncorrect
“We now expect over $500 million in accelerator revenue in 2H of 2024, with increasing momentum into 2025 based on Gaudi 3's vastly superior TCO as well as our own expanding supply.”
On Intel's Q3 2024 earnings call Gelsinger conceded: 'The overall uptake of Gaudi has been slower than we anticipated… As a result, we will not achieve our target of $500 million in revenue for Gaudi in 2024.'