SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : AMD, ARMH, INTC, NVDA -- Ignore unavailable to you. Want to Upgrade?

To: neolib who wrote (72376)11/16/2025 2:39:38 PM
From: Joe NYCRespond to of 73147
 
re: Maybe they laid off too many engineers??

That was my reaction too. They have to come up with a separate platform for NVidia, and just may be out of resources to pull it all off.

BTW, achieving the 50% server market share just became a lot easier. Also, a unit market share shifts likely, since the lower end of the server spectrum has higher units.



To: neolib who wrote (72376)11/16/2025 8:35:25 PM
From: Joe NYCRead Replies (1) | Respond to of 73147
 
Apparently, the 8 memory channel servers (where Intel is cancelling the 8 channel DMR) are between 70 and 80% of Intel volume.

Huge opening for AMD with Venice,

I am pretty sure that the CPU NVidia wants paired with VNidia GPUs is the 16 channel version. So Intel is under pressure to deliver for NVidia (after getting $5 billion) and may be neglecting its bread and butter business.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News