#ai

The recent collaboration between Nvidia and Intel is a complex strategic maneuver with significant implications for Intel's ambitions in AI and GPUs. It can be seen as both a smart move to leverage its core strength (x86) and a potential risk to its own competing product lines.
Here's a breakdown of the key considerations:
A Sign of x86 Expansion and Reinforcement

• Playing to its Strengths: The partnership allows Intel to lean into its most dominant position: the x86 CPU and its vast ecosystem. By building custom x86 CPUs for Nvidia's data center platforms, Intel is solidifying its role as the "head node" for AI workloads. Even in a GPU-accelerated world, a CPU is still required to manage the system and run the operating system, and Intel's x86 processors are the default choice in most data centers.
• IDM 2.0 and Foundry Services: This deal is a major win for Intel's IDM 2.0 strategy, which aims to make Intel a leading foundry for other companies. Manufacturing custom x86 chips for Nvidia, a major customer and the market leader in AI, is a massive vote of confidence in Intel's manufacturing capabilities.
• Expanding Market Reach: The collaboration on consumer-level "x86 RTX SoCs" with integrated Nvidia GPU chiplets allows Intel to offer a more compelling product in the growing AI PC market. This could help Intel regain some of the market share lost to AMD in gaming and high-performance laptops. It's a way to integrate a world-class GPU into its x86 platform without having to design one from scratch for every product line.
  A Risk to Intel's AI Accelerator and GPU Ambitions
• Competitive Headwind for Gaudi: The collaboration poses a direct, existential risk to Intel's Gaudi AI accelerator line. If Nvidia is using custom Intel CPUs for its AI platforms, it suggests that Nvidia believes the optimal solution involves pairing its GPUs with a customized x86 CPU, not with a competing AI accelerator like Gaudi. While Intel's Gaudi has shown strong performance and price-to-performance metrics, it has a tiny market share compared to Nvidia's overwhelming dominance. This partnership could signal that Intel is prioritizing its foundry business and its core x86 platform over the uphill battle of competing directly with Nvidia's GPUs.
• Potential for Cannibalization: The "x86 RTX SoC" product for PCs could cannibalize demand for Intel's own discrete Arc GPUs. While Intel is still developing Arc, the deal gives them a compelling alternative to offer PC manufacturers and consumers who want a powerful, integrated solution with a market-leading GPU. This could reduce the incentive for Intel to continue investing heavily in its own consumer-level GPU designs.
• Shifting Focus: While Intel has consistently stated its commitment to both Gaudi and Arc, a deep partnership with the market leader in both of those areas could lead to a strategic shift. Intel may decide that its primary role in the AI ecosystem is to be the foundational CPU provider and a leading foundry, rather than a direct competitor to Nvidia in every market segment.
  In conclusion, the partnership is a double-edged sword. It's a pragmatic and low-risk move that leverages Intel's core strengths, reinforces its IDM 2.0 strategy, and gives it access to the most powerful AI ecosystem. However, it also creates a direct and formidable competitor to its own in-house AI and GPU products, potentially signaling a de-emphasis on those ventures in favor of a more strategic, and perhaps more profitable, partnership with the market leader.

Five months later, Duolingo hasn’t laid off a single full-time employee, and is instead using artificial intelligence to bolster the productivity of the humans it does employ, co-founder and CEO Luis von Ahn said at the Fast Company Innovation Festival 2025 on Tuesday.

https://www.cnbc.com/2025/09/17/duolingo-ceo-how-ai-makes-my-employees-more-productive-without-layoffs.html

The key differences between Nvidia's recent collaboration with Intel and the Itanium partnership between Intel and HP lie in the nature of the partnership, the strategic goals, and the market context.
Itanium (Intel & HP)

• Aimed at a New Architecture: The Itanium project was a joint effort to create a brand-new, 64-bit instruction set architecture (ISA) called IA-64. This was a direct attempt to challenge and replace the dominant x86 architecture, particularly in the high-end server and enterprise market. It was a massive, ground-up undertaking to redefine a computing standard.
• Focus on a Single Product Line: The partnership was centered on the Itanium processor family, with the goal of creating a "unified computing infrastructure." HP, which had been developing its own PA-RISC processors, partnered with Intel because the cost of proprietary chip development was becoming prohibitive.
• High-Risk, High-Reward: The project was a huge gamble for both companies. It required significant financial investment (billions of dollars) and a long development timeline. The success of Itanium depended on its widespread adoption, which would require software developers to port their applications to the new architecture.
• Ultimately a Failure: The Itanium project is widely considered a failure. It was plagued by delays, performance issues, and a lack of software support. In the meantime, the x86 architecture, particularly with the introduction of AMD's 64-bit extensions (x86-64), evolved to meet the needs of the server market. This led to Itanium becoming a niche product used almost exclusively by HP (and later, HPE) for its high-end servers.
  Nvidia & Intel
• A Partnership of Complements, Not Replacements: The Nvidia and Intel collaboration is not about creating a new, competing architecture. Instead, it's about integrating the strengths of their existing platforms. Intel's expertise is in CPUs and the x86 ecosystem, while Nvidia's is in AI and accelerated computing with its GPUs.
• Focus on Integration and Ecosystems: The partnership aims to create new products by combining their technologies. This includes Intel building custom x86 CPUs for Nvidia's AI infrastructure and Intel creating system-on-chips (SoCs) that integrate Nvidia's RTX GPUs for personal computers.
• Strategic and Commercial: The deal is a commercial partnership with clear business goals for both sides. For Intel, it secures a major customer for its foundry services and helps it compete more effectively in the AI market, where Nvidia has a dominant lead. For Nvidia, it gives them access to Intel's CPU and x86 ecosystem, and a potentially more secure and diversified supply chain.
• Lower Risk, High Potential: This collaboration is less of a "bet the company" move than Itanium was. It leverages existing, successful architectures and technologies. The risk is lower because they are not trying to create a new market from scratch; they are trying to gain a greater share of existing markets by offering compelling, integrated products. The investment from Nvidia in Intel stock further solidifies the financial alignment of the two companies.
  In summary, the Itanium partnership was a bold, but ultimately unsuccessful, attempt to create a fundamentally new computing standard to displace x86. The Nvidia-Intel collaboration, in contrast, is a more pragmatic and strategic alliance to combine the strengths of two industry leaders, leveraging their established technologies and ecosystems to compete more effectively in the evolving data center and PC markets.

https://www.reuters.com/world/asia-pacific/nvidia-bets-big-intel-with-5-billion-stake-chip-partnership-2025-09-18/

• Nvidia stake follows big investment from US government
• Nvidia's $5 bln investment makes it one of Intel's largest shareholders
• Intel-Nvidia partnership poses risk to TSMC and AMD
• Collaboration aims to enhance AI and computing capabilities

This is more than OK given that Nvidia has plenty of money to lose.

Salesforce is at the front of this shift, with CEO Marc Benioff peddling his “Agentforce” AI tool and recently touting an AI-driven cut of 4,000 “heads” from his customer support ranks. But this didn’t entail a layoff of 4,000 workers, the company said. Inside the San Francisco tech giant, there’s now a growing effort to soften AI’s job replacement blow.

https://www.sfgate.com/tech/article/salesforce-soften-blow-ai-jobs-21053239.php

News came out just now. Intel stock is sky rocketing right now.

I’m at OMNISSA one and the feedback has been terrible. First hand feedback customers have said it’s not worth the trip. Nothing new, and the AI strategy is trash. A couple customers that have met Kevin norlin asked how he had a job. It’s embarrassing to be here representing this company.

Get rid of the entire SBG and its management chain. We have people like SS posting on LinkedIn about using AI for Security. stupid org filled with stupid people. The security is bottom tier with bottom tier folks

Anyone else received the same message? Just been told by my manager if not displaying proficiency by end of year (its mid September already!!) it will be factored into year end and if not using everyday by Q2 I'll be out!

Ill be honest, I don't think I could stomach it. Just pay me off and I'll go work in Target

… doesn’t exist anymore.

It is not a thing and it goes beyond HIH at this point. AI is the real disruptor and I’m seeing how this is already creeping into my tasks at an alarming rate

https://arstechnica.com/tech-policy/2025/09/china-blocks-sale-of-nvidia-ai-chips/

My heart is just heavy and I contemplated writing this but here goes. When Humana bought out Kindred ant Home and changed to CWHH, that is the very moment that all values went out the door. We lost touch on the most important mission which is to put patients care first and continue to make it our top priority.

They are what makes this company go round, without them, we are nothing at this point. It’s not about the patients any more, it’s the money and greed that always wins. The answer is not to short staff our clinicians that are taking care of the patients and run them ragged to where they have no choice but to work weekends because of their own morals of what’s right and wrong.

That video that was shown at the Town Hall, was shameful. You highlighted it as the nurse cares so much that they go out on their weekends to make sure their patients are taken care, which of course they do, there is absolutely no doubt about that! But have you thought that they are doing it because they have no choice? That there isn’t enough time in the day to get all completed? Is that a healthy work, life balance?

AI and offshoring the authorization dept is definitely not the answer either in my opinion. They don’t understand how quickly authorization requirements can change over night and the teams responsible must shift focus immediately to not delay patient care or how challenging it is to work with another country and teach them how American insurance works when they don’t have it themselves. THEY. DON’T.UNDERSTAND and Humana you have to know this! And they think a bot can do it??? If only it were that easy it works have been implemented already and those that know, really know.

Their vision and mission is out on planet Pluto, guys because it isn’t here. The end of the day the one that suffers the most are the patients sadly. Ratings are terrible because our patients aren’t receiving the best from Humana and they’re speaking out! Word of mouth travels fast. Why can’t Humana lead this company in this economy by showing how one should should be ran instead of “matching the declining market??” Make an example out this and prove to them how it’s wrong. The world is ever evolving, change is good, we thrive on it! You’re just going to wave your white flag because every one else is doing it? Is that what we teach our children?

Maybe I’m too old school but my dad always told me growing up that, “there will be a day that it will be you against the world. But keep true to your word and invite those that you can to your table and you will have an army.” Humana—Take care of your employees, listen to their struggles and how YOU can improve to get them what they need to be successful which in return, makes you successful. Maybe not rake in the millions of $$ a year for once and do right by the greater good and it will all circle back around and come out on top that way.

You can only be better if you do better and lead by example. Spend some time with our nurses out in the field and see how they aren’t taking their lunches or bathroom breaks b/c that impedes with home visits scheduled back to back all day b/c of critical patients and being short staffed. See what time they get home to their own families. Go out to some of your branches and hear their struggles and frustrations and get them the proper resources and tools. A working tablet would be nice for once. Yes, just a simple tablet. The biggest decisions are made at the top without asking any of the employees that are doing the actual work and getting their input. Or is it just what makes the most sense to line their own pockets.

We know our jobs like the backs of our hands and we love our jobs!! WE are the experts here that do this day in and day out.. If they’d just listen and hear us, they might learn a thing or two. Our leaders can and will one day be in these patients same shoes and what kind of care will they expect to receive? Sometimes it’s better to eat crow and tuck your tail between your legs and say hey, “I’m sorry, I messed up. What can we do to be better here?” It’s as easy as grabbing a cup of coffee and having a seat at their table for once and just listen. Have we lost all touch with humanity??

There are no better advocates for our patients than our own here. Most patients have no one to advocate for them, did you know that? Our home health agency is all that they have and the teams that come with it. That should be our mission and vision and it’s no longer that way unfortunately. Be rich, be a millionaire, I don’t care honestly. But be it for the right reasons. Value what you have right in front of you and take care of them and they’ll take care of you. I used to be so proud of who I worked for. Now I’m ashamed to mention it to anyone. And if you do the right thing, I can almost guarantee that it would keep your name out of all the fraud accusations and news articles that we all see.

This is perfectly said and it needed to be in its own thread. I only added paragraphs for readability, but the OP is @b7+1k59rbzhq. Perfectly stated!

• XAI tapped a recent high school graduate to lead its data annotation team.
• Diego Pasini began leading the team in early September amid leadership changes and deep layoffs.
• Pasini's LinkedIn says he's "on leave" from his studies at the University of Pennsylvania.

https://www.businessinsider.com/xai-data-annotation-leadership-college-student-diego-pasini-layoffs-2025-9

So far, Intel has not implemented any AI system that can reduce HC. Is LBT going to lead the company in that direction ?

54 employees were laid off on September 15 with 33 of them being shifted to India. Deep cuts made to US based engineering teams, especially those working at headquarters. Pretty much confirms that the goal is to shift most, of not all, development work to India. AI presence will largely remain in Ireland

Humana has lost sight of the company’s founder’s mission. If read the biography of David A. Jones Sr. he loved and cared for Louisville and America as a whole. He was all for creating jobs for the American working class. He cared for people.

And now Humana is going out of its way to fly in the face of that mission, by replacing older American workers with Artificial Intelligence, H-1B Visa holders, Contractors, and outsourcing jobs to overseas countries. All in the name of greed, to appease and line the pockets of fat cat bankers, such as Goldman Sachs, JP Morgan, Citi Bank, etc. etc.

If you notice in the start of this forum, Humana has the following listed about themselves; that they are an American company. I would argue that is now far from the case, according to any thinking person’s definition.

“About Humana Inc.:
Humana Inc. is a large for-profit American health insurance company based in Louisville, Kentucky.”

Forty seven humans fired from hagerstown maryland. No longer needed due to the A.I taking over our jobs.

The newest roll out seems innocuous enough on da surface, but be warned, MARLEY id an AI learning nodule! It tracks and learns from your every movement ! You are literally training your replacement!!!

Google has laid off over 200 contractors who worked on improving its AI product offerings, Gemini, and search AI overviews, according to Wired. Some were told it was part of a "ramp-down" on the project they were working on, but others believe it was due to complaints made over pay and working conditions. These laid-off contractors join hundreds of other AI-related contractors who have been fired from other major AI firms like xAI and Meta in recent months.

https://www.tomshardware.com/tech-industry/artificial-intelligence/google-terminates-200-ai-contractors-ramp-down-blamed-but-workers-claim-questions-over-pay-and-job-insecurity-are-the-real-reason-behind-layoffs

We’re already seeing data showing AI is far from what was promised. Everyone rushed to adopt the latest corporate fad, but it simply can’t do what they claim. I’m not naive, AI has mostly been an excuse for layoffs. But with how deeply it’s being forced into everything, the cracks will show fast once its limits are hit and its true capacity exposed.

Fiverr announced on Monday that it will lay off around 250 employees, or roughly 25% of its workforce, as part of a sweeping plan to transform the company into what its founder and CEO Micha Kaufman described as an “AI-first” business.

https://www.calcalistech.com/ctechnews/article/my0gxhpzg

Elliott called their shot. Split for the win with a big assist from AI demand. Enjoy the ride it never last as long as you want. May still see some RIF though.

Cisco ELT is essentially forcing you to document your workflows, your decision-making processes and your institutional knowledge into their internal AI systems.

But Why?

They will eventually replicate your work. Every query, every correction, every refined prompt is training data that makes the AI more capable of doing your job. The strategic goal is what economists call "capital labor substitution" which is a gradual replacement of expensive human labor with cheaper AI capabilities while keeping output the same. By mandating internal AI use, Cisco ELT extracts maximum value from you now while capturing your expertise and figuring out which roles can be automated or eliminated. forcing you is necessary because voluntary adoption has been too slow. Cisco needs comprehensive data on how your work actually gets done and you need to train the AI systems.

When Cisco mandates internal AI use, they're forcing you to externalize your expertise and decision-making processes into their corporate-controlled system.
This creates a systematic deskilling effect that also causes you to gradually lose the deep domain knowledge you have. (your brain literally atrophies). You are becoming dependent on AI prompts rather than developing independent problem-solving abilities.

It doesn't matter to them because your tacit knowledge and institutional wisdom is getting captured by the AI system. The end result is a commoditized workforce where new hires need minimal training (the AI contains all the institutional knowledge) and minimal pay (race to the bottom). You can't take critical expertise with you.

Finally, the remaining workers (their friends and family) can easily manage the "you" trained AI

When you get the pink slip, you lose access to the corporate AI systems and your collective knowledge remains permanently owned by the company.

COP AI looks at your writing style in these posts and compared it to your historical company email writing styles. Yes, you will be fired based on your negative views toward the company and leadership.

FLD - listen up....AI is failing big time....

https://futurism.com/ceos-ai-disaster

The recent F5 RIF was needed to pay for these acquisitions this year

F5 Networks has made several acquisitions in 2025 to expand its cybersecurity and AI capabilities. The recent constantly changing strategy has focused on integrating AI-native security and cloud-native observability into its Application Delivery and Security Platform (ADSP).

CalypsoAI: Acquired in September 2025 for $180 million, this Dublin-based firm adds real-time threat defense and AI guardrails for securing generative and agentic AI applications.

MantisNet: Acquired in August 2025, MantisNet specializes in real-time network observability using eBPF technology to provide visibility into encrypted traffic in cloud-native environments.

Fletch: This San Francisco-based cybersecurity startup, acquired in June 2025, uses agentic AI to analyze threat intelligence for prioritizing and remediating security threats.

LeakSignal: Acquired in March 2025, LeakSignal focuses on real-time data protection for AI applications.

F5 doesn't have the talent nor brains to do any of these things by itself. All must be bought.

• Booming AI demand this week sent Oracle's stock to a record high not long after reports that the computing giant laid off hundreds of workers.
• Several other tech giants like Microsoft and Amazon have recently cut jobs to lower costs while spending billions on AI expansion.
• Amazon CEO Andy Jassy has told employees that Amazon expects to operate with a smaller headcount in the coming years as AI advances.

https://www.investopedia.com/business-is-booming-for-many-tech-giants-they-re-laying-workers-off-anyway-oracle-11807131

Microsoft has entered its fifth straight month of layoffs in 2025, with just over 40 roles cut at its Redmond headquarters this September, according to the Seattle Times. While smaller than earlier waves — including 6,000 job losses in May and 9,000 in July — the new cuts bring the total to more than 15,000 employees since the company announced an $80 billion AI investment. The latest layoffs affected engineering, product management, and legal positions, and raise questions about whether Microsoft is normalizing monthly job cuts to reshape its workforce around AI.

The company continues to defend the strategy as part of a broader transformation, pointing to declining reliance on certain roles while heavily hiring for AI, machine learning, cloud, and Copilot development. CEO Satya Nadella has described the tension between record profits and the pressure to reduce costs as the “enigma of success.” Microsoft has also rolled out a $4 billion “Elevate” program to reskill workers for the AI era, even as employees face uncertainty and fear of automation replacing traditional jobs.

These workforce changes are not unique to Microsoft — Amazon, Meta, and Google have taken similar steps — but the Redmond company’s consistent monthly layoffs highlight how aggressively it is prioritizing AI and automation over maintaining its existing headcount.

Full article: https://www.windowscentral.com/microsoft/fifth-month-of-layoffs-at-microsoft-whats-driving-the-cuts

Revere Health, a healthcare company headquartered in Provo, Utah, is laying off 177 employees. The layoffs are a result of a new partnership with IKS Health, a company that specializes in using artificial intelligence (AI) and machine learning to optimize healthcare business processes. The affected employees are primarily from Revere Health's central business office, and the company is providing severance packages and transition assistance.

SOURCE: https://www.abc4.com/news/wasatch-front/transitions-ai-mass-layoffs-healthcare-company/

CDW’s is now officially dead money — the stock is down ~25% over the past year while the S&P 500 is up 16%, and Q2 showed revenue up 10% on a layup of a number reset but operating income was down 3% thanks to “margin pressure”. Hard to get excited when the CEO’s big vision looks like “steady hand” and “all weather team” while everyone else is lapping CDW in the rally. CEO should pivot to the AI trade, but they won’t. Jump ship if you can. Bets are that this quarter will be equally unimpressive.

~30min. of AK touting quantum. Rather than starting at the beginning of the video, just start here at 17:55 "Competing for top AI talent".

https://www.youtube.com/watch?v=7SY4Ttpoldc

Sep 11, 2025
After spending much of the 2010s in the doldrums, IBM has made something of a comeback in the past five years under the leadership of CEO Arvind Krishna. That's thanks to a lot of the success in its hybrid cloud business, as well as its consulting services. All of this has led to a surge in the company's share price. Now, IBM is betting that quantum computing will be the next big thing. But will Big Blue succeed against rivals like Microsoft and Google who are racing to make their own quantum breakthroughs? And how is the company learning from its past mistakes with Watson AI? Arvind Krishna speaks to WSJ’s Christopher Mims and Tim Higgins on the latest episode of the Bold Names podcast.

Like it hate it or not this funny but had advocate transfer a mbr to me an the advocate literally had the same identical voice an tone of me it was very cringe an creepy as if I was talking to AI but with my very own voice, if so an if they are doing this I wonder were my consent was

I don't hear much about "Big Data" anymore. Was it a fad? Did brute force processing of big data prove unnecessary? Did business choose and anoint a particular vendor's product or has brute force been replaced by AI?

Viya was originally about massively parallel processing but has the market settled on a solution to that kind of data processing or moved beyond that idea? Technically superior products don't necessarily succeed if others are faster to market or market conditions change, right? What has happened?

Heard from someone in the know that Schart isn’t going to directly talk about layoffs during the town hall, but heard he will be making remarks about leveraging AI and that its going to be sold under the guise of being able to help make our current jobs “easier”. YEAH, JUST BEFORE WE GET LAID OFF AND REPLACED BY A ROBOT!

The stock + 28% pre-market is based on backlog news - Safra said about $455B - 4 multi-billion contracts - so stock-market is buying this, and LE + $70B. Then this backlog is more important than Reve/EPS which was not delivered. Maybe this aligned with META +$600B CAPEX - what Mark said being with Trump last week, but then people said it's impossible based on shareholders. It's AI FOMO until it's not.
Maybe O will do its own LLM model?
So people are not as important if everything is going UP. Who cares. FOMO until change.

LE quote from the results call today

“ Well, I think we have substantial advantages because we are an infrastructure company and we are an application company. There are 2 things that happen. As an application company, we needed -- we knew we had to start generating our applications. We just couldn't do it with armies of people anymore. We still need people, don't get me wrong. But the number of people we need is substantially less. And we can build/generate much better applications than we can hand build. And we've been working on these AI application generators for some time, and we're actually using them.”

Might explain the rif. But has anyone seen these magical application generators that will replace the Fusion devs at scale and with security and zero bugs while not breaking anything on a deploy?

Anyone want to comment how we won’t miss the dearly departed staff?

And we'll pay the price. What happened last week will look small compared to what’s coming, because everyone keeps throwing all their eggs into a basket that has yet to show any real results. There’s only so long you can get by on buzzwords and promises without anything to actually back it up.

MD and JC : we need more AI mentions.

So is this a lie as well? The fact that the CFO is gone, there is no 12 billion XE servers backlog, otherwise they wouldn’t have left.

Those who work in sales, are you selling the PowerEdge XE servers like hot cakes or not?

Back in the day, people got laid off and then hired back. It was a worker shuffle. A new person would join while another left, but the top brass always stayed because the product wasn't going anywhere.

Today, In AI era, entire roles are being eliminated, not just individuals. The jobs are gone for good. So, if your VP is gone, the product is likely next. You'll be reassigned, and if you can't fit into a new project, you're out.

The old rules are changing. In this new market, ops teams are leaner, and real-time coding is the norm. Everyone is expected to be hands-on, so there's no room for backseat politics. New roles are constantly being created, so your ability to adapt and fit into the changing market is everything.

Don't stay in useless legacy projects. RUN. If not

Expect more layoffs ...