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B
AMD can't rely on another party to maintain their software like in the case of CPUs(x86).
Jul 31, 2025
T
I did support Pat G and his IDM 2.0 100%. That was short lived however due to Pat's rantings. I still think IDM 2.0 can succeed but...
Jul 31, 2025
T
Someone like Silver Lake? The company who bought 51% of Altera? I just do not see how they can run Intel Foundry better than Lip-Bu...
Jul 31, 2025
T
Who would buy Intel Foundry? And for how much? I cannot think of any qualified buyers, more qualified than having Lip-Bu run it as it is...
Jul 31, 2025
T
Do you think, without fabs, Intel will be a clear leader against AMD and Nvidia? Or just another horse in a big horse?
I agree with...
Jul 31, 2025
T
Translation please?
Jul 31, 2025
X
Or can we ask an equally important question: Can Intel survive as an IDM in a semiconductor industry that has embraced the...
Jul 31, 2025
Y
Still being technologically behind doesn’t mean China pose lesser threat if they get access to more and more hardware. They can...
Jul 31, 2025
I still don’t quite get the logic. of saying AI is strategic technology hence US should export to China , which US viewed as an...
Jul 31, 2025
Or can we ask an equally important question: Can Intel survive as an IDM in a semiconductor industry that has embraced the...
Jul 31, 2025
So a lot of people think Intel has an execution issue, and they do. But they also currently have the wrong strategy.
When Steve Jobs...
Jul 31, 2025
X
I asked an Nvidia friend about this last week. He said it is not true and he would know. Of course it could be some black ops skunk work...
Jul 31, 2025
F
Probably not the memory division but the Texas logic fab will be the crash test dummy. I am a big fan of Elon, he has done some amazing...
Jul 31, 2025
I asked an Nvidia friend about this last week. He said it is not true and he would know. Of course it could be some black ops skunk work...
Jul 31, 2025
X
An Update on this exchange - https://www.cnbc.com/2025/07/31/china-probes-nvidia-h20-chips-for-tracking-risks.html
(Bolding below is...
Jul 31, 2025
Like.
Translation please?
hist78 reacted to Y.H's post in the thread Nvidia CEO meets China’s commerce minister to discuss AI cooperation, foreign investment with
Daniel Nenni replied to the thread Nvidia CEO meets China’s commerce minister to discuss AI cooperation, foreign investment.I asked an Nvidia friend about this last week. He said it is not true and he would know. Of course it could be some black ops skunk work...