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You mean add another not-really-big-enough-volume (and late to market!) process to the one they're already got -- plus you need...
Yesterday at 10:03 PM
Intel has 4x as many process options on 18A as they do customers interested in working with IFS LOL
Yesterday at 10:03 PM
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...
Yesterday at 10:02 PM
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...
Yesterday at 10:01 PM
You don't need bspdn in the first place, it's garbage
Yesterday at 10:01 PM
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...
Yesterday at 5:38 PM
Stock price update, 5 months later:
Yesterday at 1:08 PM
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...
Yesterday at 11:18 AM
K
This makes sense. We could measure the utilization of many different kinds of accelerators, and we'd find that the accelerators are at...
Yesterday at 11:17 AM
P
Maybe... Many many companies built whole on premise private datacentres just to host a website, ERP, and a few file servers. Corporate...
Yesterday at 10:46 AM
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...
Yesterday at 10:40 AM
K
There’s a big difference between “collecting dust” and “GPUs being underutilized”. Most existing AI data centers are significantly...
Yesterday at 10:26 AM
Look at multimode fibre – another creature of marketing driven tech companies. They calculated that there must be a niche in the market...
Yesterday at 10:24 AM
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...
Yesterday at 9:51 AM
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...
Yesterday at 9:41 AM
tomatoma reacted to IanD's post in the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030 with
Like.
You mean add another not-really-big-enough-volume (and late to market!) process to the one they're already got -- plus you need...
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