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AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
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Emcee:  neolib Type:  Moderated
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70655Failure to learn from previous experience.neolib9/20/2025
70654While Strix Halo has had a slow adoption rate by big OEMs in laptops, it seems tJoe NYC9/20/2025
70653MAGA got something accomplished. $100,000 H-1B application fee (up from I thinkJoe NYC9/20/2025
70652re: LBT already laid off or had quit enough of his key designers that his roJoe NYC9/20/2025
70651We would fire any human employee if they had that problem. What problem? ;-)Pravin Kamdar9/20/2025
70650So even on NVidia side, it probably means gen past Rubin. Absolutely past RubinPravin Kamdar9/20/2025
70649Back in the day, Intel with their fabs, and IBM with their's, could call proPravin Kamdar9/20/2025
70648LBT already laid off or had quit enough of his key designers that his roadmap waneolib9/20/2025
70647Worth a read about this, I saw the headlines on Nvidia poaching them this last wneolib9/20/2025
70646re: And, we don't know how long Nvidia and Intel have been scratching this oJoe NYC9/20/2025
70645That is done all the time in the benchmarks. When you see single-shot vs best oneolib9/20/2025
70644Both companies would probably want this to be with their leading edge products tJoe NYC9/20/2025
70643And, we don't know how long Nvidia and Intel have been scratching this out. Pravin Kamdar9/20/2025
70642Like I said before, they can do it sooner, if they want to. When I was at IBM,Pravin Kamdar9/20/2025
70641re: Intel x Nvidia APU Leak: Hammer Lake Rises from ARC's Ashes! (+ B770Joe NYC9/20/2025
70640However, I do not think Nvidia can deny AMD an NVLink Fusion license, should thePravin Kamdar9/20/2025
70639I don't see how it hijacks it. I think it helps Intel. And, for a penny, helPravin Kamdar9/20/2025
70638re: Otherwise its Groundhog day every day for AI. That's a good descripJoe NYC9/20/2025
70637It would be funny if Lisa came to Jensen and said: "We will make a (better)Joe NYC9/20/2025
70636JPM analyst sees more upside from this to NVidia than Intel: [X] JPM: The InteJoe NYC9/20/2025
70635The technology AMD is using in Strix Halo - InFO RDL - has another term "juJoe NYC9/20/2025
70634<i>Intel is (was) part of the UALink consortium. So this is quite shockingTHE WATSONYOUTH9/20/2025
70633My prediction is that the future of Intel foundry will stay muddled for at leastJoe NYC9/20/2025
70632re: Sure sounds like Intel IFS is done. My guess is they discard the foundries aJoe NYC9/20/2025
70631re: LBT just hedged on IFS. Jensen stepping in with support for TSMC foundryJoe NYC9/20/2025
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