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I hope Lip-Bu Tan’s first deal involves some sort of collaboration with TSMC. Intel and TSMC have had a long, cordial working...
Jun 29, 2025
X
Not just AMD but also Amazon:
https://www.cnbc.com/2025/06/17/aws-chips-nvidia-ai.html
Jun 29, 2025
M
The chart was a little misleading even then (this is clearly some time pre-2015).
Samsung and Intel both include significant memory and...
Jun 29, 2025
B
Laughable and shows their total ignorance of what is behind Intel failures
Jun 29, 2025
B
And has caught up with Nvidia 🫢
Let’s check I. What 6months or 6 years ?
Jun 29, 2025
B
The competitive moat and barriers in AI are huge as are the ones in Foundry for Intel.
Also in datacenter as well as client AMD is...
Jun 29, 2025
M
Intel actually did recognize this trend, but took very little action/the wrong actions to support it, and then literally everything went...
Jun 29, 2025
M
Here's a view of how Intel was thinking about their successes in new markets across three decades. But they missed the next couple of...
Jun 29, 2025
X
You cannot hide the fact that the current GPU based AI is very inefficient.
https://www.nature.com/articles/s41467-025-57352-1
Jun 29, 2025
X
If AMD can catchup with Nvidia, it just shows that there is no moat in this space. Everyone can compete. Plus GPU is not ideal for...
Jun 29, 2025
M
It may or may not apply today. But another principle still holds: any alternative suppliers must offer their products or services at a...
Jun 29, 2025
M
40 years ago, "did you wanna get fired for NOT buying IBM?" The same principle still applies Today?
Jun 29, 2025
M
Key Intel 18A deliverable is a flawless PantherLake ramp. This shows existence proof of decent yields and manufacturing capability...
Jun 29, 2025
M
I suspect 18A will be successful, but he saddled the company with $41B in private equity debt and another $20B "build it and they will...
Jun 29, 2025
M
Intel Foundry made the same mistake Samsung and Globalfoundries made, they went after TSMC. I told the Intel people first off to go...
Jun 29, 2025
hist78 replied to the thread Former CEO Pat Gelsinger reveals he was 'not given the opportunity' to finish his job at Intel as he predicts the future of computing.I hope Lip-Bu Tan’s first deal involves some sort of collaboration with TSMC. Intel and TSMC have had a long, cordial working...
Like.
The chart was a little misleading even then (this is clearly some time pre-2015). Samsung and Intel both include significant memory and...