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M
Excellent write-up by Anshul. The shift away from pure lithography scaling toward advanced packaging and chiplet architectures is...
Jun 15, 2026
J
They have 4x 800G ports on Blackhole card (silicon supports 10x 400G). I am surprised They are not selling it as DPU. I hope next...
Jun 15, 2026
K
I think it's apples-oranges: IBM was never really on top of the semiconductor industry the way NEC, Motorola and later Intel were...
Jun 15, 2026
I think it's apples-oranges: IBM was never really on top of the semiconductor industry the way NEC, Motorola and later Intel were...
Jun 15, 2026
I think it's apples-oranges: IBM was never really on top of the semiconductor industry the way NEC, Motorola and later Intel were...
Jun 15, 2026
B
I think it's apples-oranges: IBM was never really on top of the semiconductor industry the way NEC, Motorola and later Intel were...
Jun 15, 2026
The question for me is which workload are they targeting ? The fastest $$ growth area right now is data center scale inference and...
Jun 15, 2026
This is a thoughtful article, but there's a giant difference between 1970s IBM and today's Nvidia: the culture. 1970s IBM was the apex...
Jun 15, 2026
K
This is a thoughtful article, but there's a giant difference between 1970s IBM and today's Nvidia: the culture. 1970s IBM was the apex...
Jun 15, 2026
This is a thoughtful article, but there's a giant difference between 1970s IBM and today's Nvidia: the culture. 1970s IBM was the apex...
Jun 15, 2026
From Google:
While Tenstorrent's Wormhole architecture introduces highly innovative ideas—like decentralizing workloads and treating a...
Jun 15, 2026
Is NVIDIA the new IBM? In 1970s, a cheap $25 microprocessor running open software took down monolithic mainframe giants. Today, history...
Jun 15, 2026
K
The question for me is which workload are they targeting ? The fastest $$ growth area right now is data center scale inference and...
Jun 15, 2026
K
From Google:
While Tenstorrent's Wormhole architecture introduces highly innovative ideas—like decentralizing workloads and treating a...
Jun 15, 2026
S
i am pretty sure they have both High-NA and Non High-Na variant
Jun 15, 2026
Like.
I think it's apples-oranges: IBM was never really on top of the semiconductor industry the way NEC, Motorola and later Intel were...
hist78 reacted to benb's post in the thread The beginning of the end of NVIDIA? And nobody is paying attention. with
Xebec reacted to benb's post in the thread The beginning of the end of NVIDIA? And nobody is paying attention. with