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50% gross margin at the product level is quite low for Intel historically, and actually low for high volume chip product lines from established merchant chip vendors.
I doubt it. QC has some unique problems, like qubit coherence and error correction (e.g. surface codes), which don't have analogs in semiconductor transistors.
On a very small scale, quantum computing, in the form of quantum annealing, is already in limited commercial and research use. D-Wave, a Canadian public company listed on NASDAQ, has deployed quantum annealing systems in multiple sites, D-Wave has recently added their own clouding computing...
With the possible exception of fusion power generation, I can't think of another field where so much is invested to achieve so little in so long a time.
I just read this thread. The most unbelievable part of the CNBC article is reading that the CFO of Intel, a company that wants people to think it has some of the most advanced technology on the planet, is still using the term Rolodex.
I agree about clients, especially Lunar Lake. Regarding servers, for Amazon's Graviton, for example, x86 compatibility is not a factor (Amazon has complete control over the software stacks they use Gravitons for internally), Arm cores are more power efficient, and Arm's IP to make chip...
That is a tough question, I think only answerable by talking to potential customers. Intel x86 processors drag along a lot of baggage with them. Memory controllers and management, I/O chiplets, management circuits... if that's all still true, the result will just be a customer-designed Intel...
I agree. I do think, however, that for some markets, network processing, security, or very specialized accelerators, interoperable merchant chiplets have a very compelling value proposition.
I don't need clarification. I understand your meaning completely.
Promoting discussion based on assertions which are not based on knowledge or facts is a waste of time.
While one can conjecture that Apple was worried about using a foundry that was a division of a direct retail-level...
I have no doubt that's the case, for those server CPUs that need to be x86 compatible. Compared to the custom Arm-based CPUs from any of the three cloud companies doing custom CPUs for their own applications, I'm still a deep skeptic, based on power efficiency and cost.
I've seen no evidence that your statement is correct. The primary reasons Samsung's foundry business is more likely to be struggling are inability to deliver leading edge process chips with reasonable yields, and inability to convince potential customers Samsung can achieve roadmap parity with...
Confession - I despise memory-safe languages, which use runtime services to manage memory for applications by allocation and deallocation out of heaps, as opposed to more optimized data structures for individual applications, and use garbage collection to gather up no longer needed memory spaces...
"We" is our elected officials. Anyone studying US history could easily argue with lots of evidence that as a nation we are often caught being asleep at the wheel. And then when we get in trouble over it, we dust ourselves off and do what's necessary, and usually at great cost.
Yup. Mining and processing rare earth metals are both messy and polluting. The mining aspect has been bought up by China while the US has been asleep at wheel. Processing plants combined with US environmental laws and the resulting high operation costs are uncompetitive, and China just does...
Correct me if I'm wrong, but I thought every time various important functions are commanded in the software, like a login, just to name one, the software needs access to a license server.
These are the two software stacks, for CUDA and for GPU MAX.
These two diagrams do not have equivalent functionality included; Intel's includes management software and development & tuning tools. Nvidia has these, but chose to keep their diagram more focused on the application run-time path...
First of all, your post is an excellent example of why using an LLM trained on the general internet to answer pretty much any question is risky, unless you have enough expertise to know when they're hallucinating. I recently used Google's own LLM (Gemini) to point me to the differences between...
