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Maybe rudimentary PoC systems in that time frame, I don't see HVM for latest and greatest happening within 36 months. Radiation impact...
Feb 8, 2026
Radiative cooling. Use a black body radiation calculator. The amount of radiative surface area needed to cool is less than the size of...
Feb 8, 2026
Did some back of the napkin math, it's anywhere between $10 to $30+M per MW of compute for terrestrial datacenters, Jensen Huang said...
Feb 8, 2026
F
The third world assemblers have used modestly cheaper Chinese memory even before the price hike. Now, without an alternative.
And the...
Feb 8, 2026
P
Maybe rudimentary PoC systems in that time frame, I don't see HVM for latest and greatest happening within 36 months. Radiation impact...
Feb 8, 2026
S
Intel ships more DC CPU than anyone else AMD DC also has GPU that does like $1 Billion+ Quarter easily Intel's is mostly CPU
Feb 7, 2026
S
Elon has been saying such space based DC will be available in 36 months, I think. Most discussion here are about cost. Like solar...
Feb 7, 2026
P
Radiative cooling. Use a black body radiation calculator. The amount of radiative surface area needed to cool is less than the size of...
Feb 7, 2026
P
Did some back of the napkin math, it's anywhere between $10 to $30+M per MW of compute for terrestrial datacenters, Jensen Huang said...
Feb 7, 2026
PC makers are getting desperate for memory chips.
The ongoing memory chip shortage is forcing leading PC makers to consider sources...
Feb 7, 2026
The third world assemblers have used modestly cheaper Chinese memory even before the price hike. Now, without an alternative.
And the...
Feb 7, 2026
D
The third world assemblers have used modestly cheaper Chinese memory even before the price hike. Now, without an alternative.
And the...
Feb 7, 2026
M
So Amazon capex for just one year is comparable to the entire market capitalization of Intel. Amazing. A sign of times.
Feb 7, 2026
M
Yes, Intel is insignificantly small and stagnant.
Feb 7, 2026
M
"Datacenters are the priority and the winners. Who are the losers?"
Answer: Intel, and to certain degree AMD.
Feb 7, 2026
Xebec reacted to peter's post in the thread SpaceX wants to put 1 million solar-powered data centers into orbit with
Like.
Maybe rudimentary PoC systems in that time frame, I don't see HVM for latest and greatest happening within 36 months. Radiation impact...
Daniel Nenni reacted to Fred Chen's post in the thread Leading PC manufacturers considering using Chinese memory chips, report claims — HP and Dell qualifying CXMT DRAM with