semiconductors
Big claims by Satya Nadella, big news for the industry, but no benchmarks or hard specifications yet.
An eight-way HGX H200 provides over 32 petaflops of FP8 deep learning compute and 1.1TB of aggregate high-bandwidth memory
"SoftBank, you know, is not known as a poster child for good corporate governance"
"Modestly disappointing for the prospects of Intel’s foundry efforts… [which were] never going to be easy even with Tower, but now may prove to be even more challenging without.”
"We will manufacture any of the RISC-V, ARM, x86, and GPU alternatives for the industry... We view this as an industry play of great significance."
Harder, faster, stronger...
Intel touts one of the “most important product launches in company history”