Category: Silicon
Posted Date:
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Intel: First Time for Everything
Intel looks set to break the financial threshold beyond which no company has ever been able to stay in the race keeping up with Moore’s Law.
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Time for an Outside Investor in Intel
Intel needs to sell a stake to a consortium of outside investors.
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Well that was a quarter… Intel misses…by a lot
The fact that Intel had a bad quarter is not that surprising. What is surprising is the extent to which management does not seem to have a handle on how to communicate…
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Bending Metal: Combinatorics
Buyers want an infinite variety of servers, but no one is willing to pay for infinite designs. The costs of designing servers is a major barrier to entry.
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The Sum of All Our Dreams
Everyone has big ambitions for ways in which AI can change their business. Those may come to pass, but it is important to remember the difference between plans and dreams.
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Could (would) Broadcom Buy Intel?
We think it is unlikely that Broadcom would buy Intel, but they could. And they will know before any of us how sustainable Intel’s turnaround is.
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What do the Hyperscalers Want?
In the semis landscape, when we talk about the hyperscalers we tend to focus on chip performance and power. Instead we should look at what problem they are really trying to solve…
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Intel – You Can Never Go Home Again
We need to stop thinking about Intel as a company seeking to recapture its past glory. Those days are over. Instead, we need to evaluate the company where it stands today. And…
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Intel Foundry Financials Revealed
We got pretty close guessing Intel Foundry’s numbers. And while the company is moving in the right direction, the scale of the problem and the timeline of the solution are so big…
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Artificial Life on the Edge
AI at the edge is going to do more than just run inference, it will also be used to capture data and improve models. This is going to affect our batteries and…
