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Latest activity

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tomatoma replied to the thread Intel to Expand AI Accelerator Portfolio with New GPU.

What is the foundry's ARM revolution? Foundries simply need to handle a variety of IP. It's not just ARM

Oct 19, 2025
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tomatoma reacted to KevinK's post in the thread Intel to Expand AI Accelerator Portfolio with New GPU with Like.

A couple for fascinating things coming out of Intel for AI. * Crescent Island (this one) is interesting because it seems to focus on...

Oct 19, 2025
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tomatoma reacted to siliconbruh999's post in the thread Intel to Expand AI Accelerator Portfolio with New GPU with Like.

Which is not a good thing everyone is announcing products 2-3 years in advance with spec they can't even announce a product spec 1 year...

Oct 19, 2025
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tomatoma reacted to siliconbruh999's post in the thread Intel to Expand AI Accelerator Portfolio with New GPU with Like.

Intel is the reason ARM revolution happened they could have had x86 on mobile devices as 2nd competitor and Android supports x86_64 btw...

Oct 19, 2025
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tomatoma replied to the thread Intel to Expand AI Accelerator Portfolio with New GPU.

Well, there was a lack of experience with mobile applications, but in the early days of smartphones, Atom was no different from its...

Oct 19, 2025
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tomatoma reacted to Artificer60's post in the thread TSMC to make advanced 2-nm chips in US sooner to meet AI demand with Like.

I wonder what "faster to N-2" means. I believe the original schedule was N-3 in 2028 and N-2 in 2030. I know they said their...

Oct 19, 2025
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tomatoma reacted to Robert Jan Honing's post in the thread TSMC to make advanced 2-nm chips in US sooner to meet AI demand with Like.

Yes, this Q3 ASML fully recognized the revenue on one High-NA system, purchased by Intel.

Oct 19, 2025
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tomatoma reacted to Daniel Nenni's post in the thread TSMC to make advanced 2-nm chips in US sooner to meet AI demand with Like.

Intel is not wrong and 18A will be in HVM before TSMC N2 and Samsung 2nm. TSMC N2 will of course have critical mass with 99% of the...

Oct 19, 2025
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samwilde replied to the thread Jensen says Nvidia’s China AI GPU market share has plummeted from 95% to 0%.

Huawei, Cambricon, Biren, MooreThreads, Sophgo, and more. In automotive ADAS and self-driving you have Huawei, Black Sesame, and Horizon...

Oct 19, 2025
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samwilde reacted to Daniel Nenni's post in the thread OpenAI would have to spend over $1 trillion to deliver its promised computing power. It may not have the cash. with Like.

When you use Google search it gives you an AI overview. I wonder if that is included in the Gemini numbers?

Oct 19, 2025
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samwilde reacted to count's post in the thread OpenAI would have to spend over $1 trillion to deliver its promised computing power. It may not have the cash. with Like.

Longer term I think most inference will happen on the edge. That’s already the case of a lot of use cases and the point of the AI...

Oct 19, 2025
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tomatoma reacted to Daniel Nenni's post in the thread Intel Foundry reportedly secures contract to build Microsoft's Maia 2 next-gen AI processor on 18A/18A-P node with Haha.

I asked ChatGPT: Who coined the term NOT TSMC Market? Daniel Nenni, founder and editor of SemiWiki.com, coined the term "NOT TSMC...

Oct 19, 2025
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bilau replied to the thread Has AMD Really Caught Up With Nvidia? OpenAI’s Mega Deal Reveals a Shift in the AI Race.

Wouldn't it be funny if OpenAI (NOT AI, repeat, OpenAI, not AI) goes kaput!

Oct 19, 2025
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bilau reacted to Brady's post in the thread Discussion - has the AI bubble already burst? with Like.

Where’s our Meredith Whitney? The problem is the keystones of this inevitable bubble are private startups who don’t have the same...

Oct 19, 2025
Daniel Nenni reacted to blueone's post in the thread Jensen says Nvidia’s China AI GPU market share has plummeted from 95% to 0% with Like.

Me too.

Oct 19, 2025

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