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I would bet Lip-Bu is thinking the same. He is a tireless promoter of companies he has a vested interest in. Hopefully he has the staff...
Jun 20, 2025
B
It’s just too funny at this point.
Perhaps if they start talking about investment in terms of TrumperCoin value we can really make...
Jun 20, 2025
Intel should ask Accenture to use Intel Gaudi for this task. Such that, it would be a concrete case study for other potential customers...
Jun 20, 2025
X
Intel should ask Accenture to use Intel Gaudi for this task. Such that, it would be a concrete case study for other potential customers...
Jun 20, 2025
I guess being replaced by AI is better than being laid off and not being replaced. :sneaky:
In the over/under betting I still say...
Jun 20, 2025
M
Similar to when Intel had to do the same for Intel 4/3 when moving the process to Ireland for HVM?
Jun 20, 2025
M
That's a rookie number I am opening a $200 Billion Fab in my backyard with expected Investment reaching $500 Billion.
Jun 20, 2025
X
Intel notified its marketing employees this week that it plans to outsource many of their jobs to the consulting firm Accenture as new...
Jun 20, 2025
I'm sure Softbank is keen to have TSMC involved but I'm not sure why. Softbank and Tesla/xAI will go head to head here but I agree, the...
Jun 20, 2025
L
I gave this presentation to discuss our leadership approach. It is not a tutorial, but a motivational chat. My goal was to demonstrate...
Jun 20, 2025
X
Because Intel is outsourcing more on TSMC’s leading edge nodes, AMD, Nvidia and probably others have no choice but to adopt TSMC’s...
Jun 20, 2025
B
https://finance.yahoo.com/news/microsoft-and-amd-announce-multi-year-xbox-chip-deal-210645240.html
Yes, there's no room for Intel in...
Jun 20, 2025
B
This market is not worth it: Not a leader today, No competitive advantage, no strategic advantage... Can't win, don't try.
Regain DC...
Jun 20, 2025
B
Perhaps we should wait to see what happens when 18A is actually running before we assume the cost.... we are foresee-ing some...
Jun 20, 2025
B
there is no 12 revenue yet (Intel has shown the 12 plan). 16 revenue is minimal at this point (intel reports out external revenue, we...
Jun 20, 2025