Comment by ABS

"Announced" 2 years ago is different from its availability and ability:

- Intel acquired Habana in 2019

- Habana launched Gaudi2 in 2022

- only in H2 2023 Habana enabled FP8 which delivered around 100% improvement in time-to-train

On the rest I believe you but markets don't move based on single individual's/company's data points