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I think it's apples-oranges: IBM was never really on top of the semiconductor industry the way NEC, Motorola and later Intel were...
Jun 15, 2026
B
I think it's apples-oranges: IBM was never really on top of the semiconductor industry the way NEC, Motorola and later Intel were...
Jun 15, 2026
The question for me is which workload are they targeting ? The fastest $$ growth area right now is data center scale inference and...
Jun 15, 2026
This is a thoughtful article, but there's a giant difference between 1970s IBM and today's Nvidia: the culture. 1970s IBM was the apex...
Jun 15, 2026
K
This is a thoughtful article, but there's a giant difference between 1970s IBM and today's Nvidia: the culture. 1970s IBM was the apex...
Jun 15, 2026
This is a thoughtful article, but there's a giant difference between 1970s IBM and today's Nvidia: the culture. 1970s IBM was the apex...
Jun 15, 2026
From Google:
While Tenstorrent's Wormhole architecture introduces highly innovative ideas—like decentralizing workloads and treating a...
Jun 15, 2026
Is NVIDIA the new IBM? In 1970s, a cheap $25 microprocessor running open software took down monolithic mainframe giants. Today, history...
Jun 15, 2026
K
The question for me is which workload are they targeting ? The fastest $$ growth area right now is data center scale inference and...
Jun 15, 2026
K
From Google:
While Tenstorrent's Wormhole architecture introduces highly innovative ideas—like decentralizing workloads and treating a...
Jun 15, 2026
S
i am pretty sure they have both High-NA and Non High-Na variant
Jun 15, 2026
Most likely Intel will be forced to follow same path as TSMC. It had no 14A customers at the beginning of the year...
Jun 15, 2026
M
I would wait to see what Intel ACTUALLY does before wondering how they do it.
Jun 15, 2026
B
You underestimate Elon Musk. His vision for Terafab is to allow people to eat, drink, and possibly smoke next to the production line. In...
Jun 15, 2026
Even those Anthropic foreign engineers who have developed the model，cannot access their own work now，wonderful
Jun 15, 2026
Xebec reacted to benb's post in the thread The beginning of the end of NVIDIA? And nobody is paying attention. with
Like.
I think it's apples-oranges: IBM was never really on top of the semiconductor industry the way NEC, Motorola and later Intel were...
hist78 reacted to KevinK's post in the thread The beginning of the end of NVIDIA? And nobody is paying attention. with