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To me this seems like skating to where the puck has been and not where it is going to be.
Feb 3, 2026
Pretty strong resume in this space for sure!
Feb 3, 2026
Huge relief to hear this strategic commitment. Without parallel accelerators Intel products will fail. Can they pull it off?
Feb 3, 2026
I guess they are talking about Eric Demers who joined Intel last month? Excellent hire by Lip-Bu...
Feb 3, 2026
Key Points
- Intel CEO Lip-Bu Tan said the company has appointed a new chief architect to build GPUs.
- The chipmaker’s foundry business...
Feb 3, 2026
B
Huge relief to hear this strategic commitment. Without parallel accelerators Intel products will fail. Can they pull it off?
Feb 3, 2026
I guess they are talking about Eric Demers who joined Intel last month? Excellent hire by Lip-Bu...
Feb 3, 2026
Key Points
- Intel CEO Lip-Bu Tan said the company has appointed a new chief architect to build GPUs.
- The chipmaker’s foundry business...
Feb 3, 2026
Interesting situation. It is evident that the AI boom is redefining the entire memory ecosystem not only in terms of GPUs and CPUs. When...
Feb 3, 2026
2026-01-21 Henrik Bork
For the construction of AI data centers, so many DRAM memory chips are needed worldwide that there are no longer...
Feb 3, 2026
Investing.com-- SoftBank Corp (TYO:9434) said on Tuesday its unit Saimemory had formed a collaboration with Intel Corporation...
Feb 3, 2026
If you want a really accurate number for tool shipments, Most sell side analysts have a tracker that looks at shipments by locations...
Feb 3, 2026
C
So, how do you cool your chips in space where you can’t just dump the heat into the atmosphere or the sea? And what to do about the part...
Feb 3, 2026
L
I find Perplexity far better at research with reasoning, including intelligent curation, culling, content integration and attribution of...
Feb 3, 2026
This is Gemini's reasoning on where the EXE 5200 is:
The identification of the ASML EXE:5200B (the high-volume production version of...
Feb 3, 2026