> The big win no one could’ve predicted is that if you had a good modern competitive GPU five years ago, then you were well positioned to pivot some for AI Nvi

> The big win no one could’ve predicted is that if you had a good modern competitive GPU five years ago, then you were well positioned to pivot some for AI Nvidia pivoted to AI almost 2 decades ago (late 2000's). And big tech recognized GPU's potential around the same time. Google brain was 2011 and tensorflow was publicly released in 2015 (much earlier internally). The "Attention is all you need" paper came out in 2017. That was for many folks, another smoking gun that GPU's are fundamental to AI. The point is: Intel has had a looong time to get into GPU's. They just chose not too. And it wasn't because "nobody saw ai coming".