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Right, and what part of the chip did Broadcom actually do? Google does design, Broadcom does implementation. I remember working with...
Mar 5, 2026
I
Lack of fab capacity will get even worse if they succeed in attracting any decent-volume foundry business... ;-)
Mar 5, 2026
M
Since 2025 Intel has now got Panther Lake into mass production in 18A, which gives customers confidence that they can actually deliver...
Mar 5, 2026
I
Don't forget that there will be lots of chips out there with big names on them (like Google, or Meta, or many others...) which nobody...
Mar 5, 2026
I
But regardless of the model, the AI is still writing its own exam questions and marking its own answers -- because if humans were doing...
Mar 5, 2026
I
Since 2025 Intel has now got Panther Lake into mass production in 18A, which gives customers confidence that they can actually deliver...
Mar 5, 2026
I
The problem is that to fix hallucinations you have to know that you're having them, and the problem with AI is that nobody -- including...
Mar 5, 2026
M
This is true. but since 2025, do you think that IFS has improved its reputation with constraints, yield, costs, and Intel continuing to...
Mar 5, 2026
I
We used Broadcom as a custom ASIC supplier in the past, they did all the design and dealt with packaging and testing and shipped...
Mar 5, 2026
I agree but I also hope that can be fixed. I have to believe hallucinations can be fixed. I started in computer science when very few...
Mar 5, 2026
I
Maybe because after recent process screw-ups at Intel people wanted to see a real process in real production and yielding before signing...
Mar 5, 2026
M
And remember, CRB advocated rehiring PG as CEO and firing the entire BoD after they forced him out. So your initial outcry was...
Mar 5, 2026
M
Time to make it back to Intel as a Board Member🤣🤣.
Mar 5, 2026
M
Intel offered it heavily to any and all takers in 2021-2024. Why were there not takers? what has changed? Why is Intel still planning to...
Mar 5, 2026
I
That's true, but it doesn't get round the problem that all AI today -- however well trained and used -- is prone to occasional...
Mar 5, 2026
Daniel Nenni replied to the thread I'm having trouble understanding Broadcom's claimed AI revenue results and projections.Right, and what part of the chip did Broadcom actually do? Google does design, Broadcom does implementation. I remember working with...
Like.
Since 2025 Intel has now got Panther Lake into mass production in 18A, which gives customers confidence that they can actually deliver...