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The CapEx spending for 2026 will be enormous. For example (from ChatGPT):
Feb 4, 2026
"The company’s capex spend will go toward investing in AI compute capacity for Google DeepMind and to meet “significant cloud customer...
Feb 4, 2026
S
"The company’s capex spend will go toward investing in AI compute capacity for Google DeepMind and to meet “significant cloud customer...
Feb 4, 2026
How does Intel work around the Panther Lake's heat issues described by @IanD on the laptops? I assume they don't use liquid cooling.
Feb 4, 2026
S
So they said Risk Production was 2027 in the IFS Connect 2025 now it's 2028 are they moving timelines...
Feb 4, 2026
L
Having products uncompetitive sounds like a show stopper for me. If you want local supply the obvious solution would be to just use TSMC...
Feb 4, 2026
L
And the post greatly exaggerates what I wrote, it makes out that BSPD (especially Intel) is pretty much unusable except for HPC -- the...
Feb 4, 2026
February 4, 2026
Plano, Texas, USA
Canopus AI’s Machine Learning (ML) and AI technology for metrology and inspection - Measure edge...
Feb 4, 2026
February 3, 2026
San Diego, CA, USA
Visit Booth 3529 to Explore Innovations in Grid Software, Automation, and Electrification...
Feb 4, 2026
M
Intel decided 20A and 18A were all BPSD..... a jump ahead technology. Also the roadmap today is not what the roadmap was in 2022...
Feb 4, 2026
Barcelona, Spain — February 3rd, 2026 — Semidynamics today announced its expansion into full-stack AI infrastructure, unveiling a...
Feb 4, 2026
February 3, 2026
News Summary:
- Shared industrial AI architecture combines Virtual Twins and AI infrastructure deployable at...
Feb 4, 2026
M
If Intel still had its memory business, it would be the highest revenue business unit at Intel. Intel will probably get back into memory...
Feb 4, 2026
It's probably complicated, but a few guesses/thoughts:
- It's a brand new node, Mobile is usually first production on a node because...
Feb 4, 2026
Speaking as someone who has actually done thermal analysis comparison of FSPD vs. BSPD in real high-performance chips vs. high-school...
Feb 4, 2026
hist78 replied to the thread Google parent beats on revenue, projects significant AI spending increase.The CapEx spending for 2026 will be enormous. For example (from ChatGPT):
Like.
"The company’s capex spend will go toward investing in AI compute capacity for Google DeepMind and to meet “significant cloud customer...
AmandaK posted the thread Siemens acquires Canopus AI to bring AI-based metrology to semiconductor manufacturing in Siemens EDA.February 4, 2026 Plano, Texas, USA Canopus AI’s Machine Learning (ML) and AI technology for metrology and inspection - Measure edge...
Xebec replied to the thread (Anecdote) - Mobile x86 / memory supply for corporate laptops.It's probably complicated, but a few guesses/thoughts: - It's a brand new node, Mobile is usually first production on a node because...
Daniel Nenni reacted to IanD's post in the thread Intel’s 18A rumors meet a thermal brick wall says SemiWiki with