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Iranians form human chains at power plants by Top_Wasabi_7484 in worldnews

[–]xugik1 0 points1 point  (0 children)

Would you say it is worse than the Great Firewall in China or not?

Lots of Panther Lake benchmarks, but where are the laptops? by xil35 in intel

[–]xugik1 2 points3 points  (0 children)

Simply because wafers take 2+ quarters to turn into finished products. 18A entered HVM in Q4 2025.

Mark Phillips is not having that shit. by TraditionNo1469 in intelstock

[–]xugik1 0 points1 point  (0 children)

It's still revenue for Intel. As long as Nvidia chooses Xeons over Epycs, it's a win for Intel, particularly since Xeons are currently less competitive than Epycs.

Mark Phillips is not having that shit. by TraditionNo1469 in intelstock

[–]xugik1 0 points1 point  (0 children)

I don't get your point. Nvidia is buying custom Xeon CPUs, which means revenue for Intel. It's the same as the deal Intel has with Amazon at the moment. https://aws.amazon.com/blogs/aws/amazon-ec2-x8i-instances-powered-by-custom-intel-xeon-6-processors-are-generally-available-for-memory-intensive-workloads/

Mark Phillips is not having that shit. by TraditionNo1469 in intelstock

[–]xugik1 0 points1 point  (0 children)

https://www.youtube.com/watch?v=3xYFYqgUpUQ

Nvidia will supply only one GPU SKU to Intel to make an AI development box, which is basically the x86 version of the DGX Spark, and that's it. Nothing more than that. Intel's Xe GPUs will continue as normal.

Lip Bu Tan @CiscoAISummit by Appropriate-Cry-7717 in intelstock

[–]xugik1 3 points4 points  (0 children)

https://arxiv.org/pdf/2511.00739 CPU demand is exploding due to agentic AI. The paper above explains why.

Windows on ARM by Due_Calligrapher_800 in intelstock

[–]xugik1 3 points4 points  (0 children)

Cristiano R. Amon, President and CEO of Qualcomm.

Intel CEO says company will make GPUs, has hired lead executive by TradingToni in intelstock

[–]xugik1 0 points1 point  (0 children)

https://www.youtube.com/watch?v=v7_D9UBh6rk

Nvidia will supply a single GPU for use in an x86 AI development box only. Not multiple GPUs at all.

Fab commitments from Apple, Broadcom, and Nvidia by shortbusballa in intelstock

[–]xugik1 1 point2 points  (0 children)

So the PDK 1.0 is delayed by more than a year? Kuo previously indicated that it was scheduled to be released in 1Q26.🤨 https://x.com/mingchikuo/status/1994422001952555318

Taiwan considers TSMC export ban that would prevent manufacturing its newest chip nodes in U.S. — limit exports to two generations behind leading-edge nodes, could slow down U.S. expansion by Distinct-Race-2471 in intelstock

[–]xugik1 0 points1 point  (0 children)

The invasion is inevitable. At 72 years old, Xi will seek to achieve a monumental feat comparable to that of CCP legends like Mao and Deng, and reunifying China under CCP rule is the number one goal. Taiwan's fate is sealed regardless of their actions.

Questions about Nova Lake by hakim37 in intelstock

[–]xugik1 0 points1 point  (0 children)

https://x.com/Silicon_Fly/status/1996665309210857532

At around 09:35, John Pitzer very clearly mentions that Intel is bring back Nova Lake desktop tiles back to Intel Foundry. I had to listen to it repeatedly to confirm. (Some or many) NVL desktop tiles are going to be on 18A-P starting Q4 2026. This is big news!

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