Array
(
[content] =>
[params] => Array
(
[0] => /forum/whats-new/latest-activity?before_id=106840
)
[addOns] => Array
(
[DL6/MLTP] => 13
[Hampel/TimeZoneDebug] => 1000070
[SV/ChangePostDate] => 2010200
[SemiWiki/Newsletter] => 1000010
[SemiWiki/WPMenu] => 1000010
[SemiWiki/XPressExtend] => 1000010
[ThemeHouse/XLink] => 1000970
[ThemeHouse/XPress] => 1010570
[XF] => 2030970
[XFI] => 1060170
)
[wordpress] => /var/www/html
)
You are currently viewing SemiWiki as a guest which gives you limited access to the site. To view blog comments and experience other SemiWiki features you must be a registered member. Registration is fast, simple, and absolutely free so please,
join our community today !
JavaScript is disabled. For a better experience, please enable JavaScript in your browser before proceeding.
You are using an out of date browser. It may not display this or other websites correctly.
You should upgrade or use an
alternative browser .
S
According to reporting connected with the company’s IPO filings and amendments, Cerebras projected full-year 2025 revenue in the range...
Feb 4, 2026
F
Perhaps the best argument is, could CXMT already have enough DRAM supply, even with expected low yield, to disrupt the market as claimed?
Feb 4, 2026
According to reporting connected with the company’s IPO filings and amendments, Cerebras projected full-year 2025 revenue in the range...
Feb 4, 2026
F
2026/02/04 13:11:08
Economic Daily reporter Cui Xinfang/instant report
In response to recent media reports pointing out that Changxin...
Feb 4, 2026
Sunnyvale, Calif. — February 3, 2026 — Cerebras Systems today announced the closing of a $1 billion Series H financing at a post-money...
Feb 4, 2026
K
It's little like fully depreciated fabs - as long as GPU time / tokens are priced right, Amazon keeps on making money. In some ways...
Feb 4, 2026
K
Amazon Web Services CEO Matt Garman said today there is so much demand they have NEVER retired an Nvidia A100 GPU. The A100 is nearly...
Feb 4, 2026
S
The "Logic" here has holes you can drive a bus through. It completely fails to take into account how Intel operates the Oregon fab...
Feb 4, 2026
S
Yes, Intel missed this golden opportunity (and many others). I almost feel as if there is a curse placed on Intel.
Nanya Technology, a...
Feb 4, 2026
B
In order to reach such one million "data centers", each of them needs to be cheap and almost disposable, because there is no easy or...
Feb 4, 2026
B
Even a million orbiting data centers would occupy only a *tiny* fraction of the orbital area...
“Space is big. You just won't believe...
Feb 4, 2026
S
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
S
In spite of the labels, for real applications isn't Intel 14A (with BSPD) really competing against TSMC A16 (N2P+SPR, maybe a year...
Feb 4, 2026
S
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
S
I wonder if Lunar Lake is cheaper because they were built last year when DRAM was priced lower, and Intel is selling these CPUs out of...
Feb 4, 2026
Like.
According to reporting connected with the company’s IPO filings and amendments, Cerebras projected full-year 2025 revenue in the range...
Daniel Nenni replied to the thread Cerebras Systems Raises $1 Billion Series H.According to reporting connected with the company’s IPO filings and amendments, Cerebras projected full-year 2025 revenue in the range...
Wow.
Amazon Web Services CEO Matt Garman said today there is so much demand they have NEVER retired an Nvidia A100 GPU. The A100 is nearly...
Haha.
Yes, Intel missed this golden opportunity (and many others). I almost feel as if there is a curse placed on Intel. Nanya Technology, a...
Sad.
Even a million orbiting data centers would occupy only a *tiny* fraction of the orbital area... “Space is big. You just won't believe...