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A
I'm only guessing, but I suspect LBT may be buying a team more than a design.
Oct 31, 2025
I interviewed an executive from Cerebras a while back and I asked him how many cores they had on the die/wafer. The said they would...
Oct 31, 2025
Not at all. Intel has an M&A team and lawyers that do the work. The same thing happened at Cadence. A couple of the companies Cadence...
Oct 31, 2025
Is that Cerebras using an entire wafer to beat a Blackwell GPU?
Oct 31, 2025
In a way, yes, at least if I understand the test configurations, but a Llama 4 "endpoint" (I think) means this is a "single user" test...
Oct 31, 2025
Is that Cerebras using an entire wafer to beat a Blackwell GPU?
Oct 31, 2025
Tan is going to get rich(er) off of Intel no matter what happens haha
Oct 31, 2025
Was chairman, but the answer is yes, though it's not a showstopper. The classic example: Steve Jobs, Apple, and NeXT.
Oct 31, 2025
I'm only guessing, but I suspect LBT may be buying a team more than a design.
Oct 31, 2025
Does the new LBT Intel really need and see a path with yet another also-ran AI architecture ? SambaNova did some smart things (rack...
Oct 31, 2025
K
Tan is going to get rich(er) off of Intel no matter what happens haha
Oct 31, 2025
K
Yeah,
There probably is promise, but I'm not sure GPU-based AI processors are the "pigs" that some make them out to be, especially if...
Oct 31, 2025
C
Tan is going to get rich(er) off of Intel no matter what happens haha
Oct 31, 2025
K
A team that has built a well-optimized, credible rack level product, but needs to field one to two generations of more modern silicon...
Oct 31, 2025
K
I'm only guessing, but I suspect LBT may be buying a team more than a design.
Oct 31, 2025