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

"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."