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M
This seems like a very strange decision. Are Intel conceding the server market to AMD? I'm sure their margins have shrunk now. But what...
Sunday at 3:42 PM
S
the idea of using firmware to direct traffic to appropriate HW lives on to many other applications ...
Sunday at 3:07 PM
D
This is good news for TSMC and Intel Foundry. Intel 18A is very competitive with TSMC N3 and fab shells are ready and waiting for wafer...
Sunday at 1:48 PM
https://www.cnbc.com/2025/11/14/warren-buffetts-berkshire-hathaway-reveals-new-position-in-alphabet.html
Berkshire Hathaway bought $4.3...
Sunday at 1:21 PM
D
Everybody is an expert on AI these days ;)
Sunday at 12:08 PM
E
could this be because they are really capacity constrained atm?
Sunday at 12:05 PM
K
https://www.cnbc.com/2025/11/14/warren-buffetts-berkshire-hathaway-reveals-new-position-in-alphabet.html
Berkshire Hathaway bought $4.3...
Sunday at 11:08 AM
S
https://www.cnbc.com/2025/11/14/warren-buffetts-berkshire-hathaway-reveals-new-position-in-alphabet.html
Berkshire Hathaway bought $4.3...
Sunday at 10:59 AM
S
Patrick has been covering servers for a while if this is true than this is Intel doing Sucide for the DC Business I got overexcited i...
Sunday at 9:26 AM
S
After weeks of speculation, we are breaking news here and on ServeTheHome that Intel has made a titanic roadmap shift, with an entire...
Sunday at 9:20 AM
"This investment will create thousands of jobs, provide skills training to college students and electrical apprentices, and accelerate...
Sunday at 9:10 AM
O
GF was still a competitor for leading edge so I assume that’s why TSMC had these practices.
Sunday at 9:05 AM
investment amid AI boom
By Juby Babu, Reuters | Posted - Nov. 15, 2025 at 7:36 a.m.
Alphabet's Google said on Friday it would invest...
Sunday at 8:57 AM
President and CEO of Dutch computer chip equipment supplier ASML, Christophe Fouquet, speaks as he publishes fourth quarter results...
Sunday at 8:50 AM
Like.
This is good news for TSMC and Intel Foundry. Intel 18A is very competitive with TSMC N3 and fab shells are ready and waiting for wafer...
Daniel Nenni reacted to soAsian's post in the thread Google plans $40B Texas data center investment amid AI boom with