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At CES 2026, Nvidia officially announced in detail all 6 Rubin platform products: the Rubin GPU, Vera CPU, NVLink 6 Switch, ConnectX-9...
Feb 27, 2026
P
The thermal resistance figures being cited here (the +20C to +50C delta for BSPD) are exactly why 18A is hitting a wall. If you’re...
Feb 27, 2026
K
God forbid. If China invades Taiwan, US will bomb TSMC sites in Taiwan as the contingency plan. Then, which country has all the TSMC...
Feb 26, 2026
M
What if that threshold is lower? US society is presently at its lowest level of trust in its leadership in the lifetimes of anyone...
Feb 26, 2026
A
God forbid. If China invades Taiwan, US will bomb TSMC sites in Taiwan as the contingency plan. Then, which country has all the TSMC...
Feb 26, 2026
"In an unexpected turn of events, Kevin O'Buckley, the head of Intel Foundry, decided to jump ship for Qualcomm after just two years at...
Feb 26, 2026
A
No country which has been deindustrialized manage to re-industrialize,it never happens
Feb 26, 2026
W
In fact, in the new high-power sources ASML uses a 3-pulse sequence, first a 1 um flattening pulse, then a 1 um pre-pulse, followed by...
Feb 26, 2026
W
Mainstream media not understanding what they're talking about, right?
ASML's current machines already use two bursts, a low power one...
Feb 26, 2026
B
Kevin is a very smart guy, he got the message when he was not reporting directly to Lip-Bu. That is a very big tell.
Feb 26, 2026
B
Kevin took a big IP job with Qualcomm which is understandable. I do not know Choon Lee or Myung-Hee. I do know Suk Lee. Suk built the...
Feb 26, 2026
don't disagree on Phil, but just saying for sports, things are complicated.
There have been people saying Phil has top 1-2 punch in...
Feb 26, 2026
S
don't disagree on Phil, but just saying for sports, things are complicated.
There have been people saying Phil has top 1-2 punch in...
Feb 26, 2026
S
Agreed, but remember, Lip-Bu meets with customers directly so he knows who did what and when. The plan is to get 6 key customers. You do...
Feb 26, 2026
C
So many but here are my top 5:
Leadership Restructuring. Intel had so many layers of management.
AI Strategy. Did Intel even have one...
Feb 26, 2026