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D
My assumption is that Arm want to move up in the value chain, to extract more value from its clients, or the end customers as well.
One...
Aug 20, 2025
Amazon AWS uses Intel Xeon, AMD EPYC, and AWS Graviton, Trainium, and Inferentia. It would be vary helpful to compare their performance...
Aug 20, 2025
M
Intel has been surprisingly open with how bad SF sales are and how it is not competitive. When will Intel CPUs be competitive?
Aug 20, 2025
M
"...delivering the highest performance and fastest memory bandwidth among comparable Intel processors in the cloud."
Note lack of...
Aug 20, 2025
T
Seems like all of these comments make two assumptions:
1) Intel must exist. Everyone must make adjustments so Intel can exist
- I do...
Aug 20, 2025
Seems like all of these comments make two assumptions:
1) Intel must exist. Everyone must make adjustments so Intel can exist
- I do...
Aug 20, 2025
M
Seems like all of these comments make two assumptions:
1) Intel must exist. Everyone must make adjustments so Intel can exist
- I do...
Aug 20, 2025
We all agree that more competition is needed in the foundry business. But let’s not forget why fabless companies turned to pure-play...
Aug 20, 2025
M
Like I said, AI/HPC/GPU/CPU are applications for which BSPD is suitable (and targeted at), given a decent heatsink -- meaning not LN2...
Aug 20, 2025
M
No; the vertical order of layers in a packaged chip is as follows:
FSPD (conventional, die face down)
1. heatsink (top)
2. TIM
3. thick...
Aug 20, 2025
M
Nope, that's not true. For chips whose design suits BSPD -- for example GPU/AI chips for HPC, which is a huge and rapidly expanding part...
Aug 20, 2025
SoftBank owns Arm Holdings PLC, and it recently invested $2 billion in Intel. But will Arm Holdings follow SoftBank’s step? Probably...
Aug 20, 2025
Exactly my point. He always looks for the best deal. For himself. Even his kids are lucky if he considers them.
Aug 20, 2025
C
I don't entirely disagree but even gains is performance/watt are slowing down. I think the underlying thesis of a narrowing gap between...
Aug 20, 2025
S
At least Granite Rapids has equal core count with max 128 cores and 256 threads to Turin. Which was not the case with old SKUs.
The...
Aug 20, 2025
hist78 replied to the thread Intel and AWS Drive Cloud Innovation Powered by Xeon 6 Processors.Amazon AWS uses Intel Xeon, AMD EPYC, and AWS Graviton, Trainium, and Inferentia. It would be vary helpful to compare their performance...
Like.
"...delivering the highest performance and fastest memory bandwidth among comparable Intel processors in the cloud." Note lack of...
user nl reacted to Markwrob's post in the thread Intel is getting a $2 billion investment from SoftBank with