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K
It's little like fully depreciated fabs - as long as GPU time / tokens are priced right, Amazon keeps on making money. In some ways...
Feb 4, 2026
K
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
S
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
Yes, Intel missed this golden opportunity (and many others). I almost feel as if there is a curse placed on Intel.
Nanya Technology, a...
Feb 4, 2026
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
Wow.
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...
Like.
The "Logic" here has holes you can drive a bus through. It completely fails to take into account how Intel operates the Oregon fab...
Haha.
Yes, Intel missed this golden opportunity (and many others). I almost feel as if there is a curse placed on Intel. Nanya Technology, a...
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...