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A
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
A
It is clear you and I will never agree on this point, though personal insults are not necessary. I'm not particularly interested in an...
Feb 11, 2026
K
I don't believe them. Scale-out networks are still a large component of AI and non-AI systems, and will be for the foreseeable future...
Feb 11, 2026
K
I didn't say scale-across was bigger *today*, but it will be by the time the products being developed today or in the near future come...
Feb 11, 2026
K
In terms of scale-up, the market is far and away dominated by Nvidia NVLink. Nvidia doesn't break-out NVLink revenue in detail, but...
Feb 11, 2026
K
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
K
You’re right. But this switch claims to be targeted at AI - I just don't see the guys building unified AI racks today using a merchant...
Feb 11, 2026
M
What do we think the QoQ Change in reported DRAM ASP will be in CQ1 2026? Micron will report first through February.
40%
60%
90%
More
Feb 11, 2026
US lawmakers chairing key House committees on Tuesday urged the State and Commerce Departments to restrict China's access to advanced...
Feb 11, 2026
ByteDance is developing its own artificial intelligence chip and has entered talks with Samsung Electronics for manufacturing support...
Feb 11, 2026
I
Sorry, my error/misprint -- I meant to say "scale-across" not "scale-out", now corrected... :-)
I have seen the forecasts for the next...
Feb 11, 2026
What is up with these NIMBYs!!!
Standing in the way of progress!!!
Feb 11, 2026
I
I didn't say scale-across was bigger *today*, but it will be by the time the products being developed today or in the near future come...
Feb 11, 2026
I
I did say "as well as scale-up"... ;-)
In terms of volume scale-up is the largest (and lowest cost/latency/power), scale-out is the...
Feb 11, 2026
C
"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
Like.
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...
Daniel Nenni posted the thread US lawmakers push to curb China's access to chipmaking tools in SemiWiki Main Forum ( Ask the Experts! ).US lawmakers chairing key House committees on Tuesday urged the State and Commerce Departments to restrict China's access to advanced...
Xebec reacted to Barnsley's post in the thread Officials rush to take legal action as Google data center drains major water source: 'Really bad effects down the line' with
Haha.
What is up with these NIMBYs!!! Standing in the way of progress!!!
