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B
Yup, data center disaggregated inference can benefit tremendously from new tiering of fast, high-capacity shared KV cache storage...
Jan 10, 2026
F
Yup, data center disaggregated inference can benefit tremendously from new tiering of fast, high-capacity shared KV cache storage...
Jan 9, 2026
K
Yup, data center disaggregated inference can benefit tremendously from new tiering of fast, high-capacity shared KV cache storage...
Jan 9, 2026
S
Don't know, we only use HD libraries -- HP libraries are faster but also less efficient (partly because density is lower so interconnect...
Jan 9, 2026
S
When you play the political game, you have these meetings to discuss
1) What does trump want from Intel: Committment to America First...
Jan 9, 2026
S
I'm wondering what Trump and Lip-Bu Tan were hoping to achieve through this meeting. A policy change? A mega merger or buyout to save...
Jan 9, 2026
K
It looks like the context is AI SSDs...
Jan 9, 2026
F
It looks like the context is AI SSDs...
Jan 9, 2026
Impose semiconductor tariffs. PG reiterated this point, which I tend to agree with.
Jan 9, 2026
X
Impose semiconductor tariffs. PG reiterated this point, which I tend to agree with.
Jan 9, 2026
Trump recently mentioned in the press China taking Taiwan. Lip-Bu could certainly comment on that. I could not think of a better...
Jan 9, 2026
There is no "another USG investment in Intel" that I saw? did i miss it???
LBT is the deal maker. Stock more than Doubled since he took...
Jan 9, 2026
When you play the political game, you have these meetings to discuss
1) What does trump want from Intel: Committment to America First...
Jan 9, 2026
There is no "another USG investment in Intel" that I saw? did i miss it???
LBT is the deal maker. Stock more than Doubled since he took...
Jan 9, 2026
The most unlikely bromance I can think of...
Jan 9, 2026