u/ExeusV

performance, cost, power and value

he meant: performance at this cost, at this power envelope providing this value

Can he not remember Optane which he cancelled?

You mean Micron wanted to sell the fab?

https://www.theregister.com/on-prem/2022/07/29/why-intel-killed-its-optane-memory-business/1422037

wdym

Whats the story?

There's many rumors, theories, wanna-be leaks around this topic.

Some of them are more reasonable, some less. What is true is hard to say.

The rumors are about Apple, Microsoft, Nvidia (EMIB-T packaging tech), AWS, etc.

Intel itself will not reveal their foundry customers unless they want to be revealed.

Pepsi and Coca-Cola?

Semiconductors are really interesting

don't have a way of expressing.

Depends of how hacky you want to make it, but LLVM IR has metadata. Whether that's sane way of dealing with it is different question, but simple hints like a > 5 could be stored like that.

It messes with dependency graphs, code movement, and dead code elimination

Why actually? cannot those assumptions be attached to the variables and removed when generating e.g LLVM IR?

Investors can also watch for future updates on Intel Foundry operating losses to see if the segment moves closer to management's late 2028 breakeven goal.

What? late 2028 breakeven goal? It was mid of 2027 - wasn't it?

I'm just saying, it seems like he is trying to make it a symbol of his.

But what would be the point if not trying to be like Jobs (which I don't think is the case cuz his achievements surpassed Jobs')

At the end of the day leather jacket is just leather jacket, nobody will be like "oh your leather jacket is like Jensen's" just like nobody says "you have nice sweater, just like Jobs", so what would even be point of making it his "symbol"?

Maybe he does it, but what would be the point?

Like Steve Jobs wore black sweaters, he wants you to think of him like that.

Why would he? he already achieved more than Jobs did, lol.

Its egotistical to frame yourself

I don't know, maybe, or maybe he just likes it and treats it as a part of his branding, idk.

I dont trust him because of the jacket. What a stupid, egotistical thing to do

wut?

Why there's Panther Lake in title when video examines Arrow Lake? Ultra 9 275HX

What's OpenAI's and Anthropic's revenue in 2026 (till today) in your opinion?

But newer PC is way more energy efficient, so overall for the environment it may be better, right?

The machines alone cost nearly half a billion

High NA EUV costs 400M and as of today is only used by Intel for its nodes

Those are not used for RAM as of today.

LBT/Intel took way too long to respond to Terafab rumors

2 days? xd

We ate like -10% down while QQQ was mooning to ATHs. I doubt we recover the entire thing tomorrow. We would have maybe reached 130-140 by now if the news never came out.

How do you know that drop is related to Terafab news?

If one (A) stock will rise and the other (B) seems like will be stuck at least until earnings, then why not sell B, buy A, collect a few % of growth, sell it and rebuy B?

Oh, I thought it will be 22/10

Good, that's what people actually need. Gamers can wait 2-3 years for their stuff

It’s embarrassing he let DCAI that used to have 90% market share drop to what 55% now?

Did DCAI market share drop from 90 to 55 in just 20'22 23 24 25 years?

wdym?

You can have milion theories, yet at the end of the day nobody knows shit.

Just because you like one or the other idea doesn't mean anything

Not really. Many people would sit quiet if made huge money