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however, what is even more surprising is that just as people were lamenting intel's predicament and catching up with the pace of the ai era, reuters reported in august this year that intel had discussed investment matters with openai. at that time, intel had the opportunity to acquire 15% of openai's shares for us$1 billion, and if it provided hardware to openai at cost price, it could acquire another 15% of the shares. but intel eventually gave up the investment. at that time, openai was still an obscure non-profit organization, and for intel, this might be an opportunity perdida. nvidia established in-depth cooperation with openai early on. as early as 2016, nvidia ceo huang renxun personally moved the world's first dgx-1 supercomputer.
in fact, intel’s failure in the ai era is more like a “missed” fate.
people can't help but lament the fact that intel is "behind", but this "behind" may also become a turning point for intel. intel is trying to get out of trouble. after the release of the august financial report, kissinger said he would "focus on efficiency" and made a number of contraction measures. in addition to laying off 15,000 employees, he also suspended some factory construction investments in poland and germany, and through a manufacturing contract with amazon, he will expand cooperation with aws and use the 18a manufacturing process (1.8nm process node) to produce customized ai chips for it. in addition, intel also won $3 billion in purchases from the us military and used the funds to supply microelectronics products to the department of defense.
this may be due to intel's accumulated chip manufacturing experience, or it may attract the attention of other ai manufacturers. technology giants such as microsoft and amazon, as well as star startups such as openai, are actively seeking ways to get rid of or reduce their dependence on nvidia after accelerating its stock price.
intel is now at a crossroads of life and death. whether it can get out of the predicament and usher in a turnaround is still unknown. however, intel's experience also reminds us that in the process of technological development, opportunities and challenges coexist. only by facing them bravely can we grasp the future.