johnpettigrew, This article contains one crucial line that basically undercuts the entire rest of what Pat Gelsinger of Intel is saying:
"Many clients are telling me it is really hard to realize value from their AI investments," Guan told Gelsinger on stage.
In other words, despite all the hype, no-one is actually making money from LLMs (except the consultants). It's a bubble. All the excited keynote presentations in the world can't disguise that. #AI #LLMs
https://www.theregister.com/2024/04/10/intel_ceo_ai_automation/