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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
S
Intel's Competitor should honor Brian Kranzich with a Medal of Honor for his service to them.
Feb 13, 2026
S
While I've yet to get back to you on your IDM is a doomed business model thesis, we can simplify your observations to two things...
Feb 13, 2026
K
From Software to Real Estate, U.S. Sectors Under the Grip of AI Scare Trade
Feb 13 (Reuters) - Wall Street is in the grip of disruption...
Feb 13, 2026
I
https://arxiv.org/html/2503.11698v1
At the first order these problems seem to be solved, however, it increases the cost of the system...
Feb 13, 2026
L
While I've yet to get back to you on your IDM is a doomed business model thesis, we can simplify your observations to two things...
Feb 13, 2026
From Software to Real Estate, U.S. Sectors Under the Grip of AI Scare Trade
Feb 13 (Reuters) - Wall Street is in the grip of disruption...
Feb 13, 2026
K
I think we do have to be watchful of the jobs numbers, especially with deportations, and revisions to jobs numbers because many of the...
Feb 13, 2026
I
I've read how it works for myself thank you very much, both there and elsewhere... ;-)
That is of course a carefully tailored Cerebras...
Feb 13, 2026
K
After what we went through with the pandemic this will feel like a minor shift in time and space.
Feb 13, 2026
K
There's no doubt that for specific (inference?) tasks which map well onto the Cerebras architecture (*enormous* local memory bandwidth...
Feb 13, 2026
S
That might be what they claim but I don't really believe it -- what they mean is that they *try* to hide it just like more conventional...
Feb 13, 2026
S
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
I
That might be what they claim but I don't really believe it -- what they mean is that they *try* to hide it just like more conventional...
Feb 13, 2026
M
Here's a one year perspective from BLS. Most every industry shed employees YoY or remained flat, except for "Private Education and...
Feb 13, 2026