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I'm surprised AI hasn't boosted Intel 3 demand - given the (significantly stronger) server products launched on it?
Friday at 10:08 AM
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...
Friday at 10:08 AM
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...
Friday at 10:07 AM
S
Intel's Competitor should honor Brian Kranzich with a Medal of Honor for his service to them.
Friday at 9:59 AM
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...
Friday at 9:58 AM
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...
Friday at 9:58 AM
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...
Friday at 9:53 AM
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...
Friday at 9:51 AM
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...
Friday at 9:39 AM
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...
Friday at 9:28 AM
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...
Friday at 8:57 AM
K
After what we went through with the pandemic this will feel like a minor shift in time and space.
Friday at 8:33 AM
K
There's no doubt that for specific (inference?) tasks which map well onto the Cerebras architecture (*enormous* local memory bandwidth...
Friday at 8:30 AM
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...
Friday at 8:30 AM
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...
Friday at 8:18 AM