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Never trust a slide with unmarked axes. Instant lab fail when I was at school and university. Also, why do they use the wording "at similar performance/power" ? The normal wording would be "higher performance at the same power".
Probably so. But this is probably real cash (and extracted from taxpayers) rather than some whizzy, complex deal which few really understand and may be just a 21st century form of barter.
Not confident, based on past experience, that this is really going to move the needle for Europe. But...
Is it just me or do some of these creative financing arrangements (the CoreWeave/nVidia circular relationship being just one example and this feeling in some ways similar) display symptoms of a positive feedback system ? [OpenAI can't have all the $100bns they claim to be...
I'd be far more impressed if the goal was to reach definite targets in sales, margins and profits rather than a $1Tn stock market valuation. Fix the business and let the stock price take care of itself.
People have been saying this for some years now and it seems to make obvious sense. But that hasn't stopped nVidia dominance. Or is that just the training side ? So why hasn't that happened ? Is it simply the ecosystem (CUDA etc) constraints ?
For some reason, the first law of thermodynamics comes to mind as I read this proposal. After an injection of a mere $100bn only 3 years later (actually less since "by 2028") we are led to expect that "Taxpayers could make hundreds of billions of dollars". This, of course, is in addition to the...
Indeed, there is some quite staggering zero sum game "thinking" going on here with this policy.
There may well be some abuse of the H1B visa system, but there's just no recognition here of the fact that targeted skilled immigration has made the US the tech superpower it is today.
I'm reading...
Don't think it's the former (for a welcome change). Here's what the Synopsys CEO actually said:
“Our results were primarily impacted by underperformance in the IP business as we had the expectation of deals that did not materialize, driven largely by the following three factors: one, new export...
You really don't get it, do you ? This is getting extremely tiresome.
By all means do your own "note taking" for your own use.
If you want to add some commentary around Intel, then do some original work of your own and add value. Like most of us manage to do on here (and which should not be...
Thanks, that's useful.
But note that Zinsner was commenting on the *current situation*. Not what's going to happen in 3/6/9/12 months time. I assume he should know the current situation. Of course, that might not be a very meaningful metric (or leading indicator) at this point. But he raised it.
This appears to be written as if the USA was planning to get involved in (or perhaps even start) an "AI war" (whatever that is supposed to mean). That's far from certain. And certainly not desirable. This sort of approach and planning might make it more likely though. Is that wise ?
This just...
So, let's take this statement (implied that it was made by David Zinsner, if the AI filtering didn't get that wrong):
Current Outsourcing: Intel is "probably at a relatively high level of outside wafers" currently, around 30% external versus 70% internal.
Two obvious comments here:
1)...
Hm ... well when someone starts quoting "Logic Density" in "MTr" units and implies they know the values to 5 significant figures, I do start to wonder about the reliability of the data (even before doing any further checking). Doesn't seem to be able to spell Rapidus either.
There are plenty of wars going on around the world not involving semiconductors. Indeed, the arguably largest and longest running is in the DRC (in Africa). They just don't get reported on.
Very low quality article (the grammar's appalling - so it can't be AI slop ?!). Riddled with errors and...
[This probably needs a whole new thread]
There are some indications that ARM is looking at producing complete chiplets - i.e. that it may move into actually creating designs in silicon. So the clear separation they've maintained up to now may not last. Indeed, some of their customers might be...
