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I
Scale-out isn't where all the focus is going any more, scale-across is.
And scale-up, obviously -- where the big shift to CPO is coming...
Feb 11, 2026
My feeling is that INTEL will stay together with Products&Foundry for US national security reasons for at least a decade if not longer...
Feb 11, 2026
M
"The failure of Gelsinger's "build it and they will come" approach is just one example to prove this point."
That is what you said...
Feb 11, 2026
S
The issue with 5N4Y or the fab strategy is they put their foot on too many places they should have sticked to US or one more country not...
Feb 11, 2026
S
I not you did not contest my assertion that Gelsinger over-promised and under delivered. To my mind that is a fatal flaw in the CEO of...
Feb 11, 2026
A
I not you did not contest my assertion that Gelsinger over-promised and under delivered. To my mind that is a fatal flaw in the CEO of...
Feb 10, 2026
There is an environmental crisis coming but those problems will be solved, absolutely. Safe nuclear power is coming. Clean water is...
Feb 10, 2026
S
While I think Gelsinger had the right plan, I have become convinced that a "pure Intel Guy" is no longer what Intel needs. Intel's do it...
Feb 10, 2026
Shipments Increase in 2025 Amid Strong AI-driven Demand, While Revenue Softens
MILPITAS, Calif. — February 10, 2026 — Worldwide silicon...
Feb 10, 2026
B
This would imply otherwise
Feb 10, 2026
B
🤣🤣🤣🤣🤣
There is going to come a reckoning , we think Data Center costs are high now , just wait a while
Feb 10, 2026
TSMC projects a 2026 total capital expenditure (capex) of $52 billion to $56 billion. To put it into perspective, Intel’s 2025 total...
Feb 10, 2026
B
What is up with these NIMBYs!!!
Standing in the way of progress!!!
Feb 10, 2026
B
https://www.yahoo.com/news/articles/officials-rush-legal-action-google-003000747.html
Officials in Virginia have been exploring...
Feb 10, 2026
200 B$ capex for Amazon in 2026, that concludes the big 5 for 2026:
Feb 10, 2026
user nl replied to the thread Google passes TSMC relative capex in 2026.My feeling is that INTEL will stay together with Products&Foundry for US national security reasons for at least a decade if not longer...
Like.
I not you did not contest my assertion that Gelsinger over-promised and under delivered. To my mind that is a fatal flaw in the CEO of...
Daniel Nenni replied to the thread Automation key to avoiding economic, social and environmental collapse, the SemiWiki community key.There is an environmental crisis coming but those problems will be solved, absolutely. Safe nuclear power is coming. Clean water is...
hist78 replied to the thread Google passes TSMC relative capex in 2026.TSMC projects a 2026 total capital expenditure (capex) of $52 billion to $56 billion. To put it into perspective, Intel’s 2025 total...
