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D
This is only in theory.
In the real world, Chinese companies will choose H20 over Ascend.
And this is the only reason why the Chinese...
33 minutes ago
S
Alibaba, and Baidu have their own internal AI chip designs...
36 minutes ago
D
I am talking about the real numbers.
Huawei currently dominates the AI hardware market in China. This is only because there's no other...
Today at 3:02 PM
X
There are technically alternatives (agreed), but are any actually in use in $100M or larger installations?
Today at 2:59 PM
X
It's a combo of tit-for-tat with the US-China trade war, but also because China has the overarching 'build and use domestic compute'...
Today at 2:58 PM
D
Huawei cannot survive with Nvidia as a competitor.
China sees Huawei’s chip breakthrough as the only way for China to break free from...
Today at 2:08 PM
I see two possibilities:
1. They think NVLink, which is now only integrated into Nvidia GPUs, has something to do with the Mellanox...
Today at 1:59 PM
S
They don't need NVIDIA to sell them nerfed chips. The sales of nerfed AI chips from NVIDIA into China thus far have been a disaster...
Today at 1:47 PM
S
There were 2 different teams doing the drc. In tmg the golden drc was done using hercules/icv based on design rules from RD, in ICF...
Today at 1:40 PM
S
All true! The Intel 22nm PDK included a DRC file that was redacted! How do you design to a redacted DRC deck? :ROFLMAO:
Xilinx/TSMC...
Today at 1:39 PM
S
Intel 14nm PDK had no standard cell library, no sram pdk and no ip library . Altera was asked to create all these ip collateral by...
Today at 1:38 PM
Why is China busting Nvidia? Jensen kissed the China ring. Maybe it is because he also kissed the US ring? Seriously, why?
Nvidia Vows...
Today at 1:09 PM
Unless there are other special clauses, $3.3 billion for 51% ownership implies a total valuation of $6.47 billion for the new Altera...
Today at 12:47 PM
Intel 14A is not cancelled. At a minimum it will be used internally. From what I hear Intel Foundry has 14A customers in process. Lip-Bu...
Today at 12:08 PM
X
I was skeptical about HNA-EUV as well but Intel can use it for 2-3 layers using EUV for the rest. If so, Intel can claim first to...
Today at 11:56 AM
Daniel Nenni reacted to blueone's post in the thread Nvidia suffers a major blow from China with
Like.
I see two possibilities: 1. They think NVLink, which is now only integrated into Nvidia GPUs, has something to do with the Mellanox...
hist78 replied to the thread Intel trims 2025 operating expenses outlook after Altera deconsolidation.Unless there are other special clauses, $3.3 billion for 51% ownership implies a total valuation of $6.47 billion for the new Altera...