Its wild to me that intel isnt trying significantly harder on gpus
Theres so much money to be made
Theres so much money to be made
Aren't you describing how a business operates?
I mean, doesn't Intel already hire people for those tasks? Unless you are worried about a specific bottleneck, increasing headcount and production output is what businesses do.
You can make a nice profit off of the enterprise space, but the big winners are the guys who put the work into servicing the consumer market.
Best estimates from last year are on the order of 50 million discrete consumer GPUs vs 7-10 million datacenter/enterprise GPUs. Sounds like the PC market is huge! but with average sales costs of well under 1k USD (a lot of the PC cards are budget variety, included with prebuilt computers, etc). it's only a $30-40b business. Those datacenter GPUs are averaging $50k each before the supply issues with HBM started to inflate everything greatly. But using that as a benchmark, that enterprise business looks like several hundred billions.
NVIDIA's latest filing reported $162b in revenue for datacenter compute in the last FY, so we know it's at least that large. Now add AMD, Intel, and everything going on in China that we don't have great numbers for. We can very conservatively say that the enterprise GPU market is currently >5x larger than consumer, in dollars, and it may be quite a bit larger than that.