Over $500 million of Gaudi AI accelerator revenue in 2024
“We now expect over $500 million in accelerated revenue in second half of 2024 and with increasing momentum into 2025 based on Gaudi 3's vastly superior TCO as well as our own expanding supply.”
Context: CEO Pat Gelsinger on the Intel Q1 2024 earnings call (Apr 25, 2024), on Gaudi AI accelerators ("accelerated revenue" as transcribed).
How we judge it
Our interpretation: Intel books more than $500M of Gaudi accelerator revenue in the second half of 2024 (on the same call the CFO said "greater than $500 million for the year").
Resolution criteria are our interpretation of the claim, written before grading. Methodology
- Said
- Resolve by
- Verdict
- Broken ()
- Stated probability
- None stated
- Specificity
- 3 of 3 (precise and measurable)
- Score
- 0.0 points × weight 3
Evidence & grader’s note
Intel's CEO said on the Q3 2024 call that it would miss the target.