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"SANTA CLARA, Calif. & BOCA RATON, Fla.--(BUSINESS WIRE)-- Intel Corp. (Nasdaq: INTC) and DigitalBridge Group, Inc. (NYSE: DBRG; “DigitalBridge”), a global investment firm, today announced the formation of Articul8 AI, Inc. (Articul8), an independent company offering enterprise customers a full-stack, vertically-optimized and secure generative artificial intelligence (GenAI) software platform. The platform delivers AI capabilities that keep customer data, training and inference within the enterprise security perimeter. The platform also provides customers the choice of cloud, on-prem or hybrid deployment.
Articul8 was created with intellectual property (IP) and technology developed at Intel, and the two companies will remain strategically aligned on go-to-market opportunities and collaborate on driving GenAI adoption in the enterprise. Arun Subramaniyan, formerly vice president and general manager in Intel’s Data Center and AI Group, has assumed leadership of Articul8 as its CEO."
I doubt it'll have any impact at all. Intel Capital has funded numerous companies in the past to either spin out some Intel technologies, or to fund companies specifically focused on leveraging Intel products. Especially when Intel's products need a commercial proof of concept to demonstrate value. I think Gaudi and the Xeon AI assists certainly fall in that category.
There are few specifics about exactly what Articul8's products will be. In their announcement statements much was made of enterprise-resident AI rather than cloud-based AI, but OpenAI claims they can do the same thing, albeit using GPUs, which Articul8 makes no mention of. I suspect we'll have to wait and see what the product announcements are.