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S
That's why you should never let the accountant run a tech firm
May 27, 2026
H
That's why you should never let the accountant run a tech firm
May 27, 2026
M
I really like your model, I have one in excel that is simpler that I have used since 2020 for IFS but yours is better thought out from a...
May 27, 2026
M
this is quite difficult considering the delays in DCAI roadmap if DMR/CWF launched on time that would have helped.
Well you can sell...
May 27, 2026
S
Well this is nice also
- P1278.6 is 18AP
- P1276 is Intel 3
- P1280 is 14A
-1278.7 is 18AU
A thing to notice 8+16/4+8 Dies for Razor are...
May 27, 2026
Yeah, but Texas is over here saying "Hold my beer, you crazy lefties..." - and proceeding to mimic bad behavior on the other side of the...
May 27, 2026
Moore's Law Is Dead shares leaked internal documents detailing Intel's future CPU roadmaps from 2026 onwards. The presentation clarifies...
May 27, 2026
Before you all question this assumption for DCAI, Let me explain. I assumed $25B of DCAI revenue based on 10% QoQ growth over the Q1'26...
May 27, 2026
Intel generated roughly $10B in Cash flow from Operations in 2025 even with all their problems. The drag on this metric due to Foundry...
May 27, 2026
Seems to be a desperate attempt at dressing up a few things industry have been doing to make them look like they have breakthrough
1...
May 27, 2026
B
They went for "Apple Intelligence" to try and take "AI" and likely some dubious copyright was coming once "Everyone knows AI = Apple...
May 27, 2026
Intel generated roughly $10B in Cash flow from Operations in 2025 even with all their problems. The drag on this metric due to Foundry...
May 27, 2026
D
Before you all question this assumption for DCAI, Let me explain. I assumed $25B of DCAI revenue based on 10% QoQ growth over the Q1'26...
May 27, 2026
D
Intel generated roughly $10B in Cash flow from Operations in 2025 even with all their problems. The drag on this metric due to Foundry...
May 27, 2026
Intel purchased Infineon Technologies's wireless mobile modem business in 2011 for $1.4 billion to enter the smartphone market and...
May 27, 2026