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B
Not sure what you mean by this -- estimates are that just the lower power mesh impedance / access resistance from BSPD gives a speedup...
Feb 27, 2026
B
To add - in the case of Panther Lake, 18A+BSPD didn't actually raise the max frequency over Lunar Lake or even Meteor Lake - all three...
Feb 27, 2026
B
A woman poses for pictures in front of the OpenAI logo at Bharat Mandapam, one of the venues for AI Impact Summit, in New Delhi, India...
Feb 27, 2026
I agree it's a strong strategic move, and it's an unequal repsonse to Nvidia (i.e. innovative). But it's still basically just a...
Feb 27, 2026
B
AMD has been shipping client GPUs for quite some generation so they have the experience. The issue with AMD is not hardware but software...
Feb 27, 2026
Y
My feeling is that TSMC and NVIDIA have clearly divided their tasks and "empires". TSMC has claimed the Foundry + Advanced Packaging...
Feb 27, 2026
Y
It’s not exactly a simple “pay your customer who pays you” situation. In the Meta-AMD deal, AMD will generate real revenue from Meta’s...
Feb 27, 2026
S
I read this on LinkedIn and it made me sick.
Feb 27, 2026
S
"A CA-based workers rights group "
I guess it was inevitable that the CA problems wouldn't stay in CA. Since we're actually one country.
Feb 27, 2026
L
I have said that the largest improvement in profits for DRAM companies in 2026 is DDR not HBM. All prices are skyrocketing.
HBM is...
Feb 27, 2026
L
Is it too early to tell?
In my view, Intel is a big mud pond. Any talented executive there faces a high risk of making poor or wrong...
Feb 27, 2026
B
Best news here is AMD potentially joining Tesla at 2nm.
No mention of Apple. Apple previously announced a US manufacturing initiative...
Feb 27, 2026
M
As I have mentioned like a broken record, Intel was prioritizing AI accelerators in 2010 and had multiple projects working and...
Feb 27, 2026
B
"A CA-based workers rights group "
I guess it was inevitable that the CA problems wouldn't stay in CA. Since we're actually one country.
Feb 27, 2026
M
I think LBT has helped on the program managers. I am ok with a program manager. having 6 for one platform.... and having chief of staff...
Feb 27, 2026
Like.
Not sure what you mean by this -- estimates are that just the lower power mesh impedance / access resistance from BSPD gives a speedup...
Wow.
A woman poses for pictures in front of the OpenAI logo at Bharat Mandapam, one of the venues for AI Impact Summit, in New Delhi, India...
Xebec replied to the thread AMD and Meta Announce Expanded Strategic Partnership to Deploy 6 Gigawatts of AMD GPUs.I agree it's a strong strategic move, and it's an unequal repsonse to Nvidia (i.e. innovative). But it's still basically just a...