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Latest activity

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tomatoma reacted to user nl's post in the thread Bloomberg: Intel Is Seeking an Investment From Apple as Part of Its Comeback Bid with Haha.

Intel Foundry revenue = 4.4 B$ in Q2-2025...

Sep 26, 2025
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tomatoma reacted to Daniel Nenni's post in the thread Bloomberg: Intel Is Seeking an Investment From Apple as Part of Its Comeback Bid with Like.

Good question. The answer is probably both. It would be interesting to see how many politicians bought Intel before and after the US...

Sep 26, 2025
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tomatoma reacted to tooLongInEDA's post in the thread Bloomberg: Intel Is Seeking an Investment From Apple as Part of Its Comeback Bid with Like.

I'd be far more impressed if the goal was to reach definite targets in sales, margins and profits rather than a $1Tn stock market...

Sep 26, 2025
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tomatoma reacted to ChrisGar's post in the thread Analysis: AI will require $2T in annual revenue to support $500B in planned CapEx with Sad.

... Google is stupid for doing 8 generations of TPUs for their internal AI training & inference.

Sep 26, 2025
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tomatoma reacted to blueone's post in the thread Analysis: AI will require $2T in annual revenue to support $500B in planned CapEx with Like.

And I'm probably being too literal and difficult for my own good. (Numerous friends reading that will probably chuckle at my tendency...

Sep 26, 2025
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tomatoma reacted to blueone's post in the thread Analysis: AI will require $2T in annual revenue to support $500B in planned CapEx with Like.

If you mean by "how to AI" refers to which strategy and methods to use for AI (e.g. LLMs and transformers), I agree, we are very early...

Sep 26, 2025
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tomatoma reacted to Xebec's post in the thread Analysis: AI will require $2T in annual revenue to support $500B in planned CapEx with Like.

From what I have seen with local models at least, they do keep adding new instructions to meet different thinking on how to make models...

Sep 26, 2025
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tomatoma reacted to blueone's post in the thread Analysis: AI will require $2T in annual revenue to support $500B in planned CapEx with Sad.

The Cerebras WSE-3 is not multi-die, it is a single die, and wafer-scale. It is a 900,000+ core processor. The cores are considered...

Sep 26, 2025
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tomatoma reacted to blueone's post in the thread Analysis: AI will require $2T in annual revenue to support $500B in planned CapEx with Like.

I disagree. What is Google's fully-loaded cost per TPU chip, including Broadcom's cost? Even if it's $3000, and I doubt it's that...

Sep 26, 2025
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tomatoma replied to the thread Analysis: AI will require $2T in annual revenue to support $500B in planned CapEx.

However, AI GPU and AI That said, AI GPUs and AI ASICs are similar but different. At first glance they look similar, but when you...

Sep 26, 2025
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tomatoma reacted to count's post in the thread Analysis: AI will require $2T in annual revenue to support $500B in planned CapEx with Like.

NVidia Accelerators have CUDA cores (general purpose) and Tensor cores (AI specific). The trend is for the number of Tensor cores to...

Sep 26, 2025
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tomatoma reacted to Xebec's post in the thread Analysis: AI will require $2T in annual revenue to support $500B in planned CapEx with Like.

FWIW - using Grok in the car while (supervised self-)driving is an interesting experience these days. I'm able to research some things...

Sep 26, 2025
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tomatoma reacted to blueone's post in the thread Analysis: AI will require $2T in annual revenue to support $500B in planned CapEx with Like.

The AWS and Google AI chips are targeted at being more cost-effective than Nvidia and AMD chips, and they are. Part of the AWS and...

Sep 26, 2025
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tomatoma reacted to blueone's post in the thread Analysis: AI will require $2T in annual revenue to support $500B in planned CapEx with Sad.

Datacenter GPUs are dedicated AI accelerators. They have tensor cores, HBM, and scale-up clustering interconnects. The Google (TPU)...

Sep 26, 2025
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tomatoma reacted to samwilde's post in the thread Analysis: AI will require $2T in annual revenue to support $500B in planned CapEx with Like.

Alibaba also has their own inference chip.

Sep 26, 2025

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