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I
There is nothing common between H200 and VR both uses different Node different packing different Arch different HBM the only thing i see...
Mar 11, 2026
R
Says the backend guy. :ROFLMAO:
But seriously, I believe it is more difficult to hire great backend people than it is chip design...
Mar 11, 2026
S
There is nothing common between H200 and VR both uses different Node different packing different Arch different HBM the only thing i see...
Mar 11, 2026
Some people argue it is the middle-sized one:
https://www.foreignaffairs.com/iran/curse-middle-sized-wars
In 1988, the military...
Mar 11, 2026
US always shot its foot according to China. Don't know which foot DJT shoot himself this time
Mar 11, 2026
C
US always shot its foot according to China. Don't know which foot DJT shoot himself this time
Mar 11, 2026
F
Should I read anything into the fact that Applied Materials tried cobalt for one generation before going to tungsten (W for wolfram on...
Mar 11, 2026
In this geopolitical "chess" probably not in Xi's interest to make concessions to USA by letting in all these older NVIDIA chips...
Mar 11, 2026
This one is on Jensen. I thought for sure he had the China situation handled. I guess politics will always beat common sense.
Mar 11, 2026
This one is on Jensen. I thought for sure he had the China situation handled. I guess politics will always beat common sense.
Mar 11, 2026
Credit: Nvidia
Nvidia has halted production of artificial intelligence (AI) chips intended for the Chinese market and redirected...
Mar 11, 2026
Credit: Nvidia
Nvidia has halted production of artificial intelligence (AI) chips intended for the Chinese market and redirected...
Mar 10, 2026
B
Is the Trump administration so isolated and desperate that it must treat friends and foes the same? Many important materials, equipment...
Mar 10, 2026
S
Than IFS can't be profitable they need to increase Intel 3/4/18A mix which they are also doing or pair a Intel 7 chiplet with like Intel...
Mar 10, 2026
B
Isnt that how markets are supposed to work , unless someone is doing collaboration , one entity should rise to the top.
Mar 10, 2026