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P
Intel's Competitor should honor Brian Kranzich with a Medal of Honor for his service to them.
Saturday at 1:47 AM
P
100GW isn't adding that much demand to the production capacity of solar companies. Just Jinko alone delivered that much last year...
Saturday at 1:43 AM
P
Maybe, maybe not. I know that the DSP chips inside the optical modules used for the inter-satellite laser links are standard commercial...
Saturday at 1:38 AM
P
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...
Saturday at 1:37 AM
P
HBM already has some ECC built-in, I'd imagine a little additional material for shielding would be simpler cost-wise than redesigning...
Saturday at 1:37 AM
T
A group of U.S. lawmakers this week sent a letter to the U.S. State and Commerce Departments calling to reinforce restrictions on wafer...
Friday at 9:20 PM
M
Those considerations are valid, but they are not binary yes/no issues. Capacity may be tight, but that doesn’t mean Samsung will stop...
Friday at 7:12 PM
M
There was a meme circulating recently, a pink dumpster 3/4 full outside the gates at 1600 Pennsylvania Ave with a sign: Award dropoff...
Friday at 6:36 PM
K
Two thoughts:
* agree that we will see new specialized foundational frontier models, that have very different architectures from the...
Friday at 5:57 PM
M
True, but also if you're using core chiplets like AMD there's less advantage to going to the next node because density (gates/mm2)...
Friday at 4:09 PM
M
BTW, my anecdotal view on Silicon Valley commercial tells me that we're in a weird in‑between moment: a lot of empty space and painful...
Friday at 3:56 PM
S
agree the AI HW needs will be a lot mor diversified, depending on different stage mentioned here, and even perhaps multiple different...
Friday at 2:49 PM
S
My personal opinion is that as models evolve and improve, elements of both training and inference are becoming increasingly specialized...
Friday at 2:47 PM
K
AI definitely feels like "the second computer revolution". Remember how unemployment has been 50% since computers took over the world...
Friday at 1:29 PM
AI definitely feels like "the second computer revolution". Remember how unemployment has been 50% since computers took over the world...
Friday at 1:25 PM