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100% agree. I was asked by a Client how to change a process from BSPD to FSPD and I said, "its a different animal. I dont even think I...
Jan 31, 2026
Not sure I agree with the logic here. Intel's biggest need right now is to fill the fabs. Choosing not to even try to serve a large...
Jan 31, 2026
You don't need bspdn in the first place, it's garbage
Jan 31, 2026
F
When she was mouthing in the Trump White House AI honcho meeting, I wondered what was her credential. Sure enough, she got yanked as CEO...
Jan 31, 2026
Stock price update, 5 months later:
Jan 31, 2026
K
If I continue the line about what has happened 15 years ago in the fibre market as an analogy to today: 112G over single fibre will...
Jan 31, 2026
K
This makes sense. We could measure the utilization of many different kinds of accelerators, and we'd find that the accelerators are at...
Jan 31, 2026
P
Maybe... Many many companies built whole on premise private datacentres just to host a website, ERP, and a few file servers. Corporate...
Jan 31, 2026
P
If I continue the line about what has happened 15 years ago in the fibre market as an analogy to today: 112G over single fibre will...
Jan 31, 2026
K
There’s a big difference between “collecting dust” and “GPUs being underutilized”. Most existing AI data centers are significantly...
Jan 31, 2026
Look at multimode fibre – another creature of marketing driven tech companies. They calculated that there must be a niche in the market...
Jan 31, 2026
P
True but Google deals directly with TSMC, uses the PDKs, etc... Google does other chips besides the TPU. Google used Avago at first to...
Jan 31, 2026
This was a very interesting listen. It sounds like it won't scale as high bandwidth-wise as fiber long term, but it finds a potential...
Jan 31, 2026
The problem isn't so much long-term, it's real soon now...
Each "e-tube" carries two RF carriers at around 80GHz and 170GHz, each PAM4...
Jan 31, 2026
I tend to believe that CPO guys like LightMatter and Ayar Labs will provide better solutions - they seem to have figured out how to deal...
Jan 31, 2026
tomatoma reacted to MKWVentures's post in the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030 with
Like.
100% agree. I was asked by a Client how to change a process from BSPD to FSPD and I said, "its a different animal. I dont even think I...
Xebec replied to the thread Oracle stock soars as CEO says AI-fueled cloud revenue set to soar to $144 billion.Stock price update, 5 months later:
Daniel Nenni reacted to Xebec's post in the thread Networking Is Getting An Upgrade with Ian Cutress with