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B
Tan is going to get rich(er) off of Intel no matter what happens haha
Friday at 11:06 PM
B
Does the fact that Tan is also the chairman pose a conflict of interest?
Friday at 11:06 PM
B
"These bright pulses of light are transported and shaped by a succession of perfectly polished optics all the way to the silicon wafer."...
Friday at 11:05 PM
S
Yes Fab62 is not going to filled for quite a while
Friday at 10:04 PM
S
I've never met LBT, so I hope everything you've said is true. I want Intel to succeed.
Unfortunately for me, I did bet against him in...
Friday at 10:03 PM
S
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 10:02 PM
S
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 10:01 PM
F
"These bright pulses of light are transported and shaped by a succession of perfectly polished optics all the way to the silicon wafer."...
Friday at 9:22 PM
https://fortune.com/2025/10/30/jerome-powell-ai-bubble-jobs-unemployment-crisis-interest-rates/
Not sure how tenable it is to have most...
Friday at 8:26 PM
It’s possible that Lip-Bu Tan could help bring more orders from companies he has invested in over the years, assuming the migration...
Friday at 8:22 PM
My bet would be IFS. Intel has to fill those fabs. It will be interesting to see how many of Walden Ventures chip company investments...
Friday at 7:29 PM
I’m wondering whether the new SambaNova under Intel Corporation will continue using TSMC or migrate to Intel Foundry Services.
Friday at 7:28 PM
True. I have only been involved with < $100M deals. Lip-BU is smart and very M&A experienced, I'm sure he has this all ironed out...
Friday at 7:28 PM
"The node adds 8–10% performance and drops power 15–20% vs N2P"
That should be or... ;-)
Friday at 7:17 PM
I saw a quote a while back by one of their co-founders that the WSE-3 core exclusion rate due to flaws was about 2-3% of the total cores...
Friday at 7:00 PM
Like.
Tan is going to get rich(er) off of Intel no matter what happens haha
Haha.
Does the fact that Tan is also the chairman pose a conflict of interest?
hist78 reacted to coldsolder215's post in the thread AI boom (not bubble) drives trillion-dollar tech valuations and record bets on chipmakers with
Daniel Nenni replied to the thread Intel in talks to acquire AI chip startup SambaNova, Bloomberg News reports.My bet would be IFS. Intel has to fill those fabs. It will be interesting to see how many of Walden Ventures chip company investments...