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V
I
It sounds like they were working together on project to better integrate Intel CPU with Nvidia servers.... all very good. but
It now...
Oct 5, 2025
Introducing Arm CEO Rene Haas, Lessons from working with Jensen Huang, Arm’s history, understanding Nvidia’s dominance in AI, training...
Oct 5, 2025
Moore's Law was and still is an economic law. The value isn't in the cost or density directly or transistors / mm, it's about the value...
Oct 5, 2025
I still wonder about the math of chiplets vs. monolithic as things get more complex.
AMD has been steadily increasing the level of...
Oct 5, 2025
P
I believe there could be fairly broad economic impact. The world has benefitted greatly from the reliable cadence of Moore's Law. As...
Oct 5, 2025
D
Ain't happening there are fundamental difference between what a CPU/GPU is optimized for you can't magically expect everything to work...
Oct 5, 2025
B
The costs that go into the fully loaded cost to produce an advanced wafer at an advanced fab are all going up. Electricity for one...
Oct 5, 2025
S
Corporations can be penalized for putting false information on their quarterly report.
Oct 5, 2025
T
Seriously, you think the best information sources are corporate press releases ? Wouldn't rely on them in any country.
Oct 5, 2025
S
Here is another example of Dylan's superbly flawed analysis:
Why the hell would Huawei cede the smartphone market to OPPO or Xiaomi...
Oct 5, 2025
S
SCMP is a trash Hong Kong publication with mostly British tabloid journalists.
Digitimes from Taiwan is way better. And they are...
Oct 5, 2025
S
Dylan’s sources are far better than you might imagine. He’s predicted a few things related to China far better than the Digitimes or SCMP.
Oct 5, 2025
K
Dylan’s sources are far better than you might imagine. He’s predicted a few things related to China far better than the Digitimes or SCMP.
Oct 5, 2025
S
CXMT is working on HBM 3. Allegedly they already sampled it. I doubt that will be an issue...
Oct 5, 2025
P
When you also include the fixed costs associated with designing for advanced processes, the cost per transistor began increasing much...
Oct 5, 2025