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I think @dkr1986 hit on some things and Aaron Rakers published a summary. DC demand grew a lot in the 2H2025 and I guess it was a...
Jan 23, 2026
D
I think @dkr1986 hit on some things and Aaron Rakers published a summary. DC demand grew a lot in the 2H2025 and I guess it was a...
Jan 23, 2026
D
Cloud computing companies represent about 40% of server CPU volume annually. All three major companies (AWS, Google Cloud, and Azure)...
Jan 23, 2026
M
I think @dkr1986 hit on some things and Aaron Rakers published a summary. DC demand grew a lot in the 2H2025 and I guess it was a...
Jan 23, 2026
The revenue growth and possibly volume growth of DCAI are stalled, considering the current high demand market situation. I consolidated...
Jan 23, 2026
K
What is he smoking? Which European lab is six months ahead Chinese lab?
The methods and technique about how to train AI models more...
Jan 23, 2026
18A does not have a better margins today or throughout most of 2026. Margins go down the more 18A ramps. Margins on 18A are negative...
Jan 23, 2026
The SL1047A Scienlab Charging Discovery System - High-Power Series (left). The SL2600A Megawatt Charging Discovery System (right), and...
Jan 23, 2026
News Summary
- Fourth-quarter revenue was $13.7 billion, down 4% year-over-year (YoY). Full-year revenue was $52.9 billion, flat YoY...
Jan 23, 2026
Is Intel pushing both Backside Power Delivery and GAA into 18A a major factor for this paradox?
Jan 23, 2026
D
I guess we have to wait and see how this unfolds.
Intel did deliver the Panther Lake SKUs to their OEMs in 2025 so that Panther Lake...
Jan 23, 2026
M
18A does not have a better margins today or throughout most of 2026. Margins go down the more 18A ramps. Margins on 18A are negative...
Jan 23, 2026
Those are valid reasons. But after spending a massive $109 billion in capital expenditures (2020–2024) and $78.87 billion on R&D over...
Jan 23, 2026
A
That is because they took down Intel 7 capacity in Q3'24 to upgrade Fab 42 to support 18A (that upgrade I know didn't materialize under...
Jan 23, 2026
K
A few key changes to your thoughts here:
* Not just training - In fact, the methods they used to make inference more efficient might be...
Jan 23, 2026
I think @dkr1986 hit on some things and Aaron Rakers published a summary. DC demand grew a lot in the 2H2025 and I guess it was a...
Like.
What is he smoking? Which European lab is six months ahead Chinese lab? The methods and technique about how to train AI models more...
AmandaK posted the thread Keysight Powers the Future of e-Mobility with Test Solutions for High-Power and Megawatt Charging in Keysight EDA.The SL1047A Scienlab Charging Discovery System - High-Power Series (left). The SL2600A Megawatt Charging Discovery System (right), and...
