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K
For the TSMC, the mainstream would be 65-28, where non-DP, and non-immersion nodes are. It's still a very huge market volumes-wise...
Apr 17, 2024
K
So far, RISC-V progress has been unimpressive.
Apr 17, 2024
K
my concern:
On December 13, 2022, (Rapidus) announced a partnership with IBM . At this point, the company decided to purchase a license...
Apr 15, 2024
K
One other interesting dynamic I heard yesterday is that 90% of the training CPU cycles and hardware for generative AI is concentrated in...
Apr 12, 2024
K
Ha! Good point. I missed that Gaudi wasn't in the supported list.
One of the references I was reading yesterday did mention Gaudi for...
Apr 12, 2024
K
The OpenVino “support” chart below kind of highlights the challenge #2 I mentioned, as well as raising the question you highlight, “is...
Apr 12, 2024
K
Here’s the transistor she’s talking about.
Transistor Takes Advantage of Quantum Interference
Single-molecule device embraces...
Apr 12, 2024
K
In one area, OpenVINO, which is part of the visualization and inference strategy, I'm confused. If OpenVINO is "open", why does it only...
Apr 12, 2024
K
Integrated graphics in client CPUs debased the business case for discrete client GPUs, and Nvidia and Radeon had customer traction, name...
Apr 11, 2024
K
My view is that Intel has been struggling with 4 concurrent challenges:
1) Historically, the traditional Innovators Dilemma. The same...
Apr 11, 2024
K
Gaudi is not a "catholic church architect", even if he has built a cathedral in Barcelona. He was an influent designer of the 1900's...
Apr 11, 2024
K
That really should be "person" Arthur - you're momentarily forgotten the Intel diversity stuff !
Two immediate thoughts:
1) Can anyone...
Apr 10, 2024
K
Grog is between a rock (Nvidia, AMD, Intel) and a hard place (Amazon, Google, Microsoft). If he thinks selling chips is hard, cloud...
Apr 10, 2024
K
Jensen is shrewd -- he's going to take the best fab deal with the most advanced technology that he can get.
He fell out with TSMC but...
Apr 9, 2024