I've been using Gaudi chips for a little bit and they are totally fine (and the software stack is even pretty good, or at least the happy path is mostly covered

I've been using Gaudi chips for a little bit and they are totally fine (and the software stack is even pretty good, or at least the happy path is mostly covered for me). For example I set up training with autocasting, activation checkpointing, fused ops, profiling etc., without too much trouble. I'll write a long blog post about it soon but I think their issue with the Gaudi chips is simply making enough and convincing people to buy them before Falcon Shores (which will, I think, be Xe slice based, so more like a better PVC chip than a Gaudi). In summary the software story was very surprisingly better than I expected (no Jax though).