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B
Does the fact that Tan is also the chairman pose a conflict of interest?
Oct 31, 2025
B
"These bright pulses of light are transported and shaped by a succession of perfectly polished optics all the way to the silicon wafer."...
Oct 31, 2025
S
Yes Fab62 is not going to filled for quite a while
Oct 31, 2025
S
I've never met LBT, so I hope everything you've said is true. I want Intel to succeed.
Unfortunately for me, I did bet against him in...
Oct 31, 2025
S
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
S
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
F
"These bright pulses of light are transported and shaped by a succession of perfectly polished optics all the way to the silicon wafer."...
Oct 31, 2025
https://fortune.com/2025/10/30/jerome-powell-ai-bubble-jobs-unemployment-crisis-interest-rates/
Not sure how tenable it is to have most...
Oct 31, 2025
It’s possible that Lip-Bu Tan could help bring more orders from companies he has invested in over the years, assuming the migration...
Oct 31, 2025
My bet would be IFS. Intel has to fill those fabs. It will be interesting to see how many of Walden Ventures chip company investments...
Oct 31, 2025
I’m wondering whether the new SambaNova under Intel Corporation will continue using TSMC or migrate to Intel Foundry Services.
Oct 31, 2025
True. I have only been involved with < $100M deals. Lip-BU is smart and very M&A experienced, I'm sure he has this all ironed out...
Oct 31, 2025
"The node adds 8–10% performance and drops power 15–20% vs N2P"
That should be or... ;-)
Oct 31, 2025
I saw a quote a while back by one of their co-founders that the WSE-3 core exclusion rate due to flaws was about 2-3% of the total cores...
Oct 31, 2025
I’m wondering whether the new SambaNova under Intel Corporation will continue using TSMC or migrate to Intel Foundry Services.
Oct 31, 2025
Haha.
Does the fact that Tan is also the chairman pose a conflict of interest?
Like.
"These bright pulses of light are transported and shaped by a succession of perfectly polished optics all the way to the silicon wafer."...
hist78 reacted to coldsolder215's post in the thread AI boom (not bubble) drives trillion-dollar tech valuations and record bets on chipmakers with
Daniel Nenni replied to the thread Intel in talks to acquire AI chip startup SambaNova, Bloomberg News reports.My bet would be IFS. Intel has to fill those fabs. It will be interesting to see how many of Walden Ventures chip company investments...