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F
Jensen claims that inference is going to 1,000,000,000x for whatever that's worth.
Couple things LBT said in the earnings call:
Oct 24, 2025
But Paul Otellini and many Intel leaders should have realized that if Intel didn’t change, its partners and customers eventually would...
Oct 24, 2025
Intel offers both high priced processors and low-end, inexpensive ones. However, we can’t accurately analyze Intel’s true pricing...
Oct 24, 2025
K
How is the US-China chip embargo going? China consumes an estimated 45% of the worlds semiconductors, revenue which is now being lost to...
Oct 24, 2025
K
Lets say THEORETICALLY that Intel managers calculated a unit cost that was ~1.5x the price Apple wanted to pay (best case). Then those...
Oct 24, 2025
Y
They also raised price on Intel 7/10 CPUs
What IFS charges Intel Products can be made up it's basically having a cheat code and you can...
Oct 24, 2025
S
OpenAI should not get into erotica but not for the reasons discussed here, but for the same reasons YouTube does not get into erotica -...
Oct 24, 2025
T
I probably don't qualify as someone who knows what they are talking about, but I'll share my impression anyway. :)
I suspect that...
Oct 24, 2025
M
Lets say THEORETICALLY that Intel managers calculated a unit cost that was ~1.5x the price Apple wanted to pay (best case). Then those...
Oct 24, 2025
M
OUTSTANDING DATA! THANKS. I just had the commentary. I think SF is a little optimistic from my sources but its close enough
Do you have...
Oct 24, 2025
M
They also raised price on Intel 7/10 CPUs
What IFS charges Intel Products can be made up it's basically having a cheat code and you can...
Oct 24, 2025
M
NGL, I was taken aback by the comment that 18A will not be margin accretive until end of 2026! I now think he was talking about the...
Oct 24, 2025
M
OpenAI should not get into erotica but not for the reasons discussed here, but for the same reasons YouTube does not get into erotica -...
Oct 24, 2025
B
They also raised price on Intel 7/10 CPUs
What IFS charges Intel Products can be made up it's basically having a cheat code and you can...
Oct 24, 2025
B
which is not true Intel finances are in part due to Outsourcing as well they don't have any products on their own node part of...
Oct 24, 2025
hist78 replied to the thread TSMC to make advanced 2-nm chips in US sooner to meet AI demand.But Paul Otellini and many Intel leaders should have realized that if Intel didn’t change, its partners and customers eventually would...
Like.
How is the US-China chip embargo going? China consumes an estimated 45% of the worlds semiconductors, revenue which is now being lost to...