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B
In order to reach such one million "data centers", each of them needs to be cheap and almost disposable, because there is no easy or...
Feb 4, 2026
B
Even a million orbiting data centers would occupy only a *tiny* fraction of the orbital area...
“Space is big. You just won't believe...
Feb 4, 2026
S
And the post greatly exaggerates what I wrote, it makes out that BSPD (especially Intel) is pretty much unusable except for HPC -- the...
Feb 4, 2026
S
In spite of the labels, for real applications isn't Intel 14A (with BSPD) really competing against TSMC A16 (N2P+SPR, maybe a year...
Feb 4, 2026
S
Speaking as someone who has actually done thermal analysis comparison of FSPD vs. BSPD in real high-performance chips vs. high-school...
Feb 4, 2026
S
I wonder if Lunar Lake is cheaper because they were built last year when DRAM was priced lower, and Intel is selling these CPUs out of...
Feb 4, 2026
A
The "Logic" here has holes you can drive a bus through. It completely fails to take into account how Intel operates the Oregon fab...
Feb 4, 2026
S
Amazon Web Services CEO Matt Garman said today there is so much demand they have NEVER retired an Nvidia A100 GPU. The A100 is nearly...
Feb 4, 2026
D
Speaking as someone who has actually done thermal analysis comparison of FSPD vs. BSPD in real high-performance chips vs. high-school...
Feb 4, 2026
B
Obviously 14A is not ramping, Obviously nothing is going into Fab62 (Fab 52 is not fully tooled out yet). I will give it credit for...
Feb 4, 2026
K
FYI - summing the low end of this distribution gives 305, high end gives 332. And that doesn't include R&D scanners at IMEC and Albany...
Feb 4, 2026
Note: to be less confusing to my fellow blogges, here is my revised edition:
Yes, Intel missed this golden opportunity (and many other...
Feb 4, 2026
B
And the post greatly exaggerates what I wrote, it makes out that BSPD (especially Intel) is pretty much unusable except for HPC -- the...
Feb 4, 2026
K
It's probably complicated, but a few guesses/thoughts:
- It's a brand new node, Mobile is usually first production on a node because...
Feb 4, 2026
B
problem is small volume won't justify 14A it needs big volume also i think that 28 risk production is for external and 27 for Internal
Feb 4, 2026
Wow.
In order to reach such one million "data centers", each of them needs to be cheap and almost disposable, because there is no easy or...
Sad.
Even a million orbiting data centers would occupy only a *tiny* fraction of the orbital area... “Space is big. You just won't believe...
Like.
And the post greatly exaggerates what I wrote, it makes out that BSPD (especially Intel) is pretty much unusable except for HPC -- the...
Haha.
Obviously 14A is not ramping, Obviously nothing is going into Fab62 (Fab 52 is not fully tooled out yet). I will give it credit for...
hist78 replied to the thread Softbank Corp, Intel announce memory chips collaboration.Note: to be less confusing to my fellow blogges, here is my revised edition: Yes, Intel missed this golden opportunity (and many other...