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M
After what we went through with the pandemic this will feel like a minor shift in time and space.
Feb 13, 2026
M
The boom is now and AMD is not as constrained as Intel. N2 is a 2027 problem
The issue at Intel is simple: The plan was to move people...
Feb 13, 2026
S
essentially it is a model for CPU units sold (number of CPUs) sold my each company. 200 core vs 16 core.... both one CPU.
Mercury...
Feb 13, 2026
M
essentially it is a model for CPU units sold (number of CPUs) sold my each company. 200 core vs 16 core.... both one CPU.
Mercury...
Feb 13, 2026
After what we went through with the pandemic this will feel like a minor shift in time and space.
Feb 13, 2026
M
lots of fears. In my office neighborhood and complex WFH does have an Impact. I expect AI to shift jobs from one area to another...
Feb 13, 2026
I
That wasn't what I meant -- no doubt the Cerebras solution *can* solve any AI problem, but once it doesn't fit into the on-wafer...
Feb 13, 2026
One of the key factors in AMD’s comeback was spinning off its manufacturing division into GlobalFoundries. Once AMD’s supply agreement...
Feb 13, 2026
S
Number of CPU most likely
Feb 13, 2026
E
Remember the great RAM shortage in the early 90's that caused prices to climb to the stratosphere, and by the late 90s memory prices...
Feb 13, 2026
Yes, I have understood that distinction for many years. If you have time, please read my previous three posts this thread.
I wrote that...
Feb 13, 2026
P
What are "units"? If they count in all the embedded server SoCs, it's no wonder at all. And on the other side, they may be penalising...
Feb 13, 2026
I
For memory, might it turn out to be better to add more robust ECC than heavier shielding?
IIRC Starship is targeting $100/kg in the...
Feb 13, 2026
I
HBM was the most sensitive, the error rate is in the attached snippet. Good enough for AI inferencing. This was based on 10mm aluminum...
Feb 13, 2026
I
There's no doubt that for specific (inference?) tasks which map well onto the Cerebras architecture (*enormous* local memory bandwidth...
Feb 13, 2026
Like.
After what we went through with the pandemic this will feel like a minor shift in time and space.
Daniel Nenni replied to the thread AI starting to hit office space market.After what we went through with the pandemic this will feel like a minor shift in time and space.
One of the key factors in AMD’s comeback was spinning off its manufacturing division into GlobalFoundries. Once AMD’s supply agreement...
Xebec reacted to hist78's post in the thread Softbank Corp, Intel announce memory chips collaboration with