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S
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
S
1. DC was up, and given they cannibalized ccg, I don't think that is the case, they had nothing to sell even with clients wanting to buy...
Jan 23, 2026
China Tells Alibaba, Tech Firms to Prep Nvidia H200 Orders
(Bloomberg) — Chinese officials have told the country’s largest tech firms...
Jan 23, 2026
S
and China just approved the Nvidia chip sales. :ROFLMAO...
Jan 23, 2026
B
I have seen estimates on this, I didn't think it was material and OEMs didnt seem concerned.
how many units do you think are being...
Jan 23, 2026
B
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
B
Comes across as a.dribbling halfwit.
Maybe thats his schtick
Jan 23, 2026
B
HACKEO-IA (AP)
The chief executive of a leading artificial intelligence startup has labelled the US’s decision to allow the sale of...
Jan 23, 2026
M
I have seen estimates on this, I didn't think it was material and OEMs didnt seem concerned.
how many units do you think are being...
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...
Jan 23, 2026
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
1. DC was up, and given they cannibalized ccg, I don't think that is the case, they had nothing to sell even with clients wanting to buy...
Jan 23, 2026
They are replacing a decent amount of Raptor Lake silicon for warranty..
Jan 23, 2026
Intel is constrained while shrinking.... let that set in. and he said its not related to DRAM
SIde note: according to Intel, 10% of...
Jan 23, 2026
B
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
Daniel Nenni replied to the thread Scott Bessent: The single biggest threat to the world economy is that 97% of advanced chips are made in Taiwan.China Tells Alibaba, Tech Firms to Prep Nvidia H200 Orders (Bloomberg) — Chinese officials have told the country’s largest tech firms...
Haha.
HACKEO-IA (AP) The chief executive of a leading artificial intelligence startup has labelled the US’s decision to allow the sale of...
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.
A few key changes to your thoughts here: * Not just training - In fact, the methods they used to make inference more efficient might be...