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It's true that a semiconductor manufacturing plant cannot be built in just one or two years...
The story surrounding Intel and the...
Saturday at 8:13 AM
Interesting, I didn't realize data centers were powered by as low as 50V? according to the article. I thought it was usually more...
Saturday at 8:11 AM
This (power conversion for AI) is what's driving some business for trailing-edge semiconductor companies in an otherwise mediocre market.
Saturday at 8:11 AM
It seems they truly had a good time there. :)
Saturday at 3:17 AM
A team that has built a well-optimized, credible rack level product, but needs to field one to two generations of more modern silicon...
Saturday at 3:16 AM
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...
Saturday at 2:29 AM
Wrong! I found the number for the WSE-3. 970,000 total cores on the die, so they can guarantee 900,000 net working cores...
Saturday at 2:28 AM
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...
Saturday at 2:28 AM
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...
Saturday at 2:27 AM
B
A team that has built a well-optimized, credible rack level product, but needs to field one to two generations of more modern silicon...
Saturday at 12:27 AM
K
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...
Saturday at 12:01 AM
K
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...
Saturday at 12:00 AM
K
Is that Cerebras using an entire wafer to beat a Blackwell GPU?
Saturday at 12:00 AM
S
Tan is going to get rich(er) off of Intel no matter what happens haha
Friday at 11:12 PM
S
Does the fact that Tan is also the chairman pose a conflict of interest?
Friday at 11:11 PM