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I’m wondering whether the new SambaNova under Intel Corporation will continue using TSMC or migrate to Intel Foundry Services.
Friday at 6:04 PM
A
I'm only guessing, but I suspect LBT may be buying a team more than a design.
Friday at 5:37 PM
I interviewed an executive from Cerebras a while back and I asked him how many cores they had on the die/wafer. The said they would...
Friday at 3:33 PM
Not at all. Intel has an M&A team and lawyers that do the work. The same thing happened at Cadence. A couple of the companies Cadence...
Friday at 3:30 PM
Is that Cerebras using an entire wafer to beat a Blackwell GPU?
Friday at 3:28 PM
In a way, yes, at least if I understand the test configurations, but a Llama 4 "endpoint" (I think) means this is a "single user" test...
Friday at 3:28 PM
Is that Cerebras using an entire wafer to beat a Blackwell GPU?
Friday at 2:07 PM
Tan is going to get rich(er) off of Intel no matter what happens haha
Friday at 2:05 PM
Was chairman, but the answer is yes, though it's not a showstopper. The classic example: Steve Jobs, Apple, and NeXT.
Friday at 2:04 PM
I'm only guessing, but I suspect LBT may be buying a team more than a design.
Friday at 2:03 PM
Does the new LBT Intel really need and see a path with yet another also-ran AI architecture ? SambaNova did some smart things (rack...
Friday at 2:03 PM
K
Tan is going to get rich(er) off of Intel no matter what happens haha
Friday at 1:38 PM
K
Yeah,
There probably is promise, but I'm not sure GPU-based AI processors are the "pigs" that some make them out to be, especially if...
Friday at 1:34 PM
C
Tan is going to get rich(er) off of Intel no matter what happens haha
Friday at 1:04 PM
K
A team that has built a well-optimized, credible rack level product, but needs to field one to two generations of more modern silicon...
Friday at 11:51 AM