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The multiple BU's having different ideas definitely sounds right, based on the mixed messaging externally..
Did you get a badge or...
Apr 21, 2026
I was blessed to work on multiple generations of Itanic as a product manager.
One thing to note on this .... there was not "one"...
Apr 21, 2026
I think the idea was Itanium was supposed to be so good that eventually it would kill x86 after it conquered the server market.
Apr 21, 2026
B
https://www.tomshardware.com/tech-industry/artificial-intelligence/new-jersey-datacenter-expansion-got-usd77m-in-tax-breaks-to-create-exa...
Apr 21, 2026
B
But the guv'ment will be hiring people to collect the property tax, do the inspections and write the permits.:ROFLMAO:
Apr 21, 2026
K
The actual filing is here incase anyone is interested...
Apr 21, 2026
M
I respect your opinions and appreciate your insights, but you and that analyst guy, Stacy, are the closest to a 'bean counter' type of...
Apr 21, 2026
M
I was blessed to work on multiple generations of Itanic as a product manager.
One thing to note on this .... there was not "one"...
Apr 21, 2026
L
The actual filing is here incase anyone is interested...
Apr 21, 2026
C
I think the idea was Itanium was supposed to be so good that eventually it would kill x86 after it conquered the server market.
Apr 21, 2026
S
I respect your opinions and appreciate your insights, but you and that analyst guy, Stacy, are the closest to a 'bean counter' type of...
Apr 21, 2026
S
There are several alternative explanations for that. First and most obvious would be to point at a Frank Yeary run board. They simply...
Apr 21, 2026
S
All my spreadsheets are forward looking. DZ specifically said IF Intel has to spend to ramp a customer for 14A it would HURT their...
Apr 21, 2026
This one is interesting because it highlights the chip company as the data center operator as well (just like Google TPU). It's also...
Apr 21, 2026
D
Intel Foundry has welcomed its newest member, Shawn Han, from Samsung Foundry, as the company continues to build its A-Team in the...
Apr 21, 2026
Xebec replied to the thread Itanium: Intel's Great Successor.The multiple BU's having different ideas definitely sounds right, based on the mixed messaging externally.. Did you get a badge or...
Like.
https://www.tomshardware.com/tech-industry/artificial-intelligence/new-jersey-datacenter-expansion-got-usd77m-in-tax-breaks-to-create-exa...
Haha.
I respect your opinions and appreciate your insights, but you and that analyst guy, Stacy, are the closest to a 'bean counter' type of...
hist78 reacted to KevinK's post in the thread The Data Center Deals Keep Coming - Cerebras IPO Filing with