semiconductors
Intel is collecting cash from the US government to push manufacturing efforts in a number of US cities
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."
