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B
The thread is AMD filling their boots on Data Center sales.
If there is public push back and projects go on hold , where is all this...
May 7, 2026
C
Not sure, IBM has been mothballing a lot of these R&D efforts and licensing the rest to anyone interested in taking on the risk. If...
May 7, 2026
What does that have to do with AMD?
May 7, 2026
On May 5, AMD reported first-quarter 2026 results that exceeded expectations, supported by strong demand for artificial intelligence...
May 7, 2026
F
What Morris Chang stated in the YouTube interview is that TSMC initially settled with Apple to produce only half of Apple’s chip needs...
May 7, 2026
E
On 18A: Yield are still lower than target. Wafer cost is higher than target. Intel is working on it. Intel will fix the yields but they...
May 7, 2026
E
AMD is not burdened with exponentially more expensive foundry costs like Intel is. Additionally, AMD has been focused on "Server First"...
May 7, 2026
E
Let's come back to this thread in five years! Everything now is for me too much a sales pitch from SpaceX/Tesla in view of the SpaceX...
May 7, 2026
B
Seems like all is not well in the land of Utah regarding Data Center construction.
May 6, 2026
B
I´m reading this kind of news more often these days. Malcolm has a good track record of predictions. Interesting take again...
May 6, 2026
F
One underappreciated problem with DRAM scaling is that higher density increasingly means more time and energy spent refreshing memory...
May 6, 2026
F
AMD's Lisa Su...We certainly see the movement towards where in the past, the CPU to GPU ratio was primarily just as a host node in like...
May 6, 2026
F
AMD is not burdened with exponentially more expensive foundry costs like Intel is. Additionally, AMD has been focused on "Server First"...
May 6, 2026
F
One underappreciated problem with DRAM scaling is that higher density increasingly means more time and energy spent refreshing memory...
May 6, 2026
A new supply chain report has revealed what appears to be Intel’s processor roadmap through 2028, outlining several upcoming CPU...
May 6, 2026
hist78 replied to the thread AMD lifts outlook as AI demand fuels data center growth.What does that have to do with AMD?
Like.
On May 5, AMD reported first-quarter 2026 results that exceeded expectations, supported by strong demand for artificial intelligence...
Daniel Nenni posted the thread Intel Roadmap Leak Details Nova Lake, Razor Lake, and Titan Lake CPUs in SemiWiki Main Forum ( Ask the Experts! ).A new supply chain report has revealed what appears to be Intel’s processor roadmap through 2028, outlining several upcoming CPU...
