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Search results

  1. T

    OpenAI to begin testing ads on ChatGPT in the U.S.

    All true. But my understanding is that the bulk of advertising has already gone over from the legacy media to the internet companies. If that's the case, this is mainly a redistribution of the cake amongst the internet/AI companies (if OpenAI is a big winner, someone else is losing big). I just...
  2. T

    OpenAI to begin testing ads on ChatGPT in the U.S.

    Let's think about this for a moment. Is this Sam Altman saying that he's not going to make enough money without ads being a significant revenue stream ? That shouldn't be a huge surprise. However, the total advertising market is at the end of the day a finite one and it's not going to grow at...
  3. T

    Another Reason for Intel to Acquire GlobalFoundries

    You have a good point. This deal only makes sense to me either if the IP is legacy, low end business for trailing edge nodes, or (as you note) if this makes GF more attracive to Intel (or Samsung). But couldn't Intel/Samsung then have bought the IP directly from Synopsys and cut out the...
  4. T

    Another Reason for Intel to Acquire GlobalFoundries

    Surely that's just trading one conflict of interest (Synopsys competing with other processor IP companies who are also its customers) for another (GF competing with TSMC whilst also attempting to work with them). The same applies to Intel with Intel Products competing with Intel Foundry...
  5. T

    When will AI become a key part of chip design?

    What's interesting about your question is that is assumes that AI is not yet a "key part of chip design" (whether it is or is not is open to debate, but this appears to be your starting position and this rather surprised me - if it isn't a done deal in chip design, across the board automation...
  6. T

    AI data centers are forcing dirty ‘peaker’ power plants back into service

    Look, you guys in the US (I assume you are) may have invented this term NIMBY, but frankly you're rank amateurs at this stuff compared to the UK. We're spending £100m on a 1km bat tunnel on our new high speed rail line (300 bats protected - so £333K per bat). Rail line construction started in...
  7. T

    Trump to allow certain Nvidia chip sales to China for 25% U.S Gov cut

    What is the difference between this US government behaviour and a protection racket ?
  8. T

    Nvidia CEO says data centers take about 3 years to construct in the U.S., while in China ‘they can build a hospital in a weekend’

    So: China has “twice as much energy as we have as a nation, and our economy is larger than theirs. Makes no sense to me,” Huang said. Well, I assume he's talking about electricity and that the US is generating enough electricity to satisfy demand pre-AI (otherwise you'd have blackouts). If...
  9. T

    Former Intel chief Pat Gelsinger: ‘I’ve been called here for a purpose’

    Thanks. Useful to read the article (though not convinced it should be reposted like that). And the correction about the late projects. Obviously, the question we don't have the answer to is whether any project came in on time on his watch. But it can't have been any worse than in the previous 5...
  10. T

    Former Intel chief Pat Gelsinger: ‘I’ve been called here for a purpose’

    Paywalled articles (everything in the FT is) make it hard to evaluate and discuss. I did hear about this article and the more interesting part was Pat's claim that quantum computers would start taking serious compure share from GPUs and *in a 2 year timeframe*. Gobsmacked. Not convinced about...
  11. T

    TSMC formally sues ex-SVP over alleged transfer of secrets to Intel

    It's also internationally recognised everywhere because of US technology and commercial dominance. They write the rules and get everyone else (with perhaps a partial exception in China) to follow them. We may sometimes resent this outside the US, but life would be far more chaotic and...
  12. T

    Intel expected to begin shipping Apple’s lowest-end M processor as early as 2027

    It's not evidence at all. It's just conjecture. Wouldn't stand up a minute in court. The lawsuit is there because he's suspected of stealing TSMC IP and taking it to Intel. He wasn't suspected of taking Intel IP to TSMC, so no lawsuit.
  13. T

    Intel expected to begin shipping Apple’s lowest-end M processor as early as 2027

    So what ? I was asking for actual evidence of this supposed TSMC excessive restriction on labour mobility. Where is it ? How is TSMC worse than anyone else ? Not liking TSMC isn't evidence.
  14. T

    Intel expected to begin shipping Apple’s lowest-end M processor as early as 2027

    Who exactly is "imposing harsh hurdles on employment mobility" and how ? It's also interesting to note historically that Intel were particularly intolerant of defectors. While being founded by defectors from other companies, Andy Grove and co apparently didn't take it well when people left...
  15. T

    TSMC formally sues ex-SVP over alleged transfer of secrets to Intel

    Well, you are certainly wise to be publishing your confessions under an alias. If I were doing this sort of thing, I certainly would not be publicising the fact. I think you'll find that people round here do know quite a lot about software. You assume too much.
  16. T

    TSMC formally sues ex-SVP over alleged transfer of secrets to Intel

    It is not actually *your code* in the first place, is it ? It is the property of whoever paid you to create it. The fact that you'd like to keep a copy does not give you the right to steal it (permanently taking something without permission or the intention to return it, regardless of whether...
  17. T

    TSMC formally sues ex-SVP over alleged transfer of secrets to Intel

    Yes. The fact that it's possible doesn't mean it's ethical or legal. Also, would you do this if you worked in a defense company ? Pretty sure that's not legal in most countries, regardless of employment legislation.
  18. T

    TSMC formally sues ex-SVP over alleged transfer of secrets to Intel

    It doesn't matter who made the copies if he took them out of the building. Whether he does his own photocopying is beside the point. I note you've implictly agreed that there were copies and boxes here (I really have no idea). This is really basic IP protection stuff that anyone involved in the...
  19. T

    TSMC formally sues ex-SVP over alleged transfer of secrets to Intel

    What a load of baloney. They aren't stopping anyone else accessing resources or doing anything or holding anyone hostage. Other people and companies are quite free to try and catch up. If they can. They got where they are by being damn good at what they do and satisfying their customers. Not...
  20. T

    Kirin 9030: SMIC's first 5 nm class smartphone SoC debuts on Geekbench alongside Huawei Mate 80 Pro Max

    Where's the original source for this 125 MTr/mm2 density claim ? Can't find it amongst the links listed.
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