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L
Intel's Competitor should honor Brian Kranzich with a Medal of Honor for his service to them.
Feb 13, 2026
S
I am curious on this cause Lunar Lake RAM was pre negotiated so did that increase in price as well as for DRAM for OEM they can simply...
Feb 13, 2026
K
I've read how it works for myself thank you very much, both there and elsewhere... ;-)
That is of course a carefully tailored Cerebras...
Feb 13, 2026
K
BTW, my anecdotal view on Silicon Valley commercial tells me that we're in a weird in‑between moment: a lot of empty space and painful...
Feb 13, 2026
True, but also if you're using core chiplets like AMD there's less advantage to going to the next node because density (gates/mm2)...
Feb 13, 2026
I'm surprised AI hasn't boosted Intel 3 demand - given the (significantly stronger) server products launched on it?
Feb 13, 2026
The boom is now and AMD is not as constrained as Intel. N2 is a 2027 problem
The issue at Intel is simple: The plan was to move people...
Feb 13, 2026
essentially it is a model for CPU units sold (number of CPUs) sold my each company. 200 core vs 16 core.... both one CPU.
Mercury...
Feb 13, 2026
S
Intel's Competitor should honor Brian Kranzich with a Medal of Honor for his service to them.
Feb 13, 2026
S
While I've yet to get back to you on your IDM is a doomed business model thesis, we can simplify your observations to two things...
Feb 13, 2026
K
From Software to Real Estate, U.S. Sectors Under the Grip of AI Scare Trade
Feb 13 (Reuters) - Wall Street is in the grip of disruption...
Feb 13, 2026
I
https://arxiv.org/html/2503.11698v1
At the first order these problems seem to be solved, however, it increases the cost of the system...
Feb 13, 2026
L
While I've yet to get back to you on your IDM is a doomed business model thesis, we can simplify your observations to two things...
Feb 13, 2026
From Software to Real Estate, U.S. Sectors Under the Grip of AI Scare Trade
Feb 13 (Reuters) - Wall Street is in the grip of disruption...
Feb 13, 2026
K
I think we do have to be watchful of the jobs numbers, especially with deportations, and revisions to jobs numbers because many of the...
Feb 13, 2026