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M
While I happen to agree with the professor, why is an associate professor in a business school considered an expert in what AI chips...
Nov 15, 2025
M
Everybody is an expert on AI these days ;)
Nov 15, 2025
L
The weak point of AI hardware is supplying enough memory bandwidth to feed the cores and it seems like they aren't using HBM memory. How...
Nov 15, 2025
K
I envision Blueone soon gets a PM with invite to Corp headquarters for in-depth discussions. Or at least, to one of the Valley's...
Nov 15, 2025
John,
Thank you for the thoughtful response - you're absolutely right on both counts.
On the software efficiency paradox: you're...
Nov 15, 2025
I think you're a little off on your thinking - there are really three different pieces to the puzzle.
* Data Center training
* Data...
Nov 15, 2025
Just a dumb question - your technology could work for replacing logic, but the big challenge for AI isn't the logic. It's really the...
Nov 15, 2025
It seems like the current attitude is: Apple needs a trillion-parameter model so Daniel can plan his vacation. Apple will buy 0.666...
Nov 15, 2025
T
The latest from Jim Davis, patent author, on Xilinx.
"Thanks for reminding me of the secret Xilinx project. I'm not familiar with its...
Nov 15, 2025
You know that Foundry is what's keeping them market share and IFS alone is not the only problem design is as well and AMD is benifiting...
Nov 15, 2025
I think AMD is even worse than this -- by giving a strong x86 design to China, they locked out both Intel and AMD from a large (or...
Nov 15, 2025
you dont recover glory. The gain new glory.
Intel was a dominant execution engine in the past with no competitor who could succeed...
Nov 15, 2025
L
I don't know what you've heard or from who, only what we're expecting to pay for N2P next year -- and last I heard it was around $30M...
Nov 15, 2025
S
semiman replied to the thread
Optical chips? .
In order to answer this properly, It's important to understand what *really* transistors do in IT industry. Transistors(MOSFETs) are...
Nov 15, 2025
Like.
While I happen to agree with the professor, why is an associate professor in a business school considered an expert in what AI chips...
Daniel Nenni reacted to TomJackson's post in the thread Where are the semiconductor breakthroughs for AI? with
Xebec reacted to siliconbruh999's post in the thread Can Intel recover even part of their past dominance? with