Over 40 (and counting) 🔥🔥🔥 AMD Ryzen AI 9 HX 370 Radeon 890M Gaming Tests All tests: youtube.com/playlist?list=…
For all of the people who doubted that these XPUs had legs, what are you saying now? Nvidia/AMD will still grow, but every XPU dollar is less dollars for GPU. There was a choice at least to invest in XPU versus even more GPU. I always said that there were efficiencies with XPUs…
Another huge OpenAI and chip company commitment. This time it’s $AVGO. 10GW to start over 4 years.
Another huge OpenAI and chip company commitment. This time it’s $AVGO. 10GW to start over 4 years.
NVIDIA NDR Commentary: Broad Prospects for AI Infrastructure, Competitive Dynamics Remain Strong Morgan Stanley (J. Moore, Oct 11, 2025) Morgan Stanley stated that at its investor meeting in Boston, NVIDIA emphasized that its AI growth is still in the early stages, particularly…
On large scale frontier MoE models, we are seeing GB200 NVL72 FP4 is 10x more power efficient compared to H200 FP8 single node at certain interactivity (tok/s/user). We are excited to implement disagg prefill/multinode wide expert parallelism on h100/h200 to see what is the power…
Estimated cost of Snapdragon 8 series and Dimensity 9 series SoCs launched in recent years side-by-side.
Been thinking of writing a longer blog post about it...specialized compute and general compute both have to deal with same memory hierarchy (registers, scratch pad, L1,L2,near DRAM, far DRAM), and both pack a ton of flops, you get better utilization of these flops if your…
On the surface you’d think that the convergence of model architecture to the Transformer would open the door for specialized hardware. But somehow it feels like general purpose hardware (GP in GPGPU) is more useful now than ever. Like back in the RNN and conv days it was…
BofA) AMD CFO Conference Call: Positive on OpenAI Deal, Opens Opportunity for Market Share Expansion CFO Conference Call Suggests Strong AI Supply Expansion Visibility, Maintains ‘Buy’ Rating This morning, we hosted a conference call with AMD’s Chief Financial Officer (CFO)…
Updated Graphics Driver Released for Legacy Intel UHD GPUs (UHD 630)
China 🇨🇳 will begin imposing special port fees on U.S. 🇺🇸 vessels starting Oct. 14. Additionally, Chinese-owned or -operated ships calling at U.S. ports will face a $50 per net ton fee, while Chinese-built vessels will be charged $18 per net ton or $120 per container, whichever…
Today we broke ground on our wastewater treatment facility in Memphis: - 13 MGD (million gallons per day) treatment capacity (approx. 20% of Maxson discharge) • Largest ceramic membrane MBR in the world - 13,000 membrane modules—stacked together they would be taller than 4…
TSMC surpasses 71% foundry market share. Samsung’s share falls by 1%. TSMC is the Rockefeller of semiconductors.
OpenAI is built on a lie
Every so often, OpenAI employees ask me how I see the co now. It's always tough to give a simple answer. Some things they're doing, eg on CoT monitoring or building out system cards, are great. But the dishonesty & intimidation tactics in their policy work are really not. E.g:
Super honored that @ForbesTechCncl has asked me to opine on its list of low-cost strategies to improve #datacenter efficiency @AMD @Intel @NVIDIA #Snapdragon @Qualcomm @Forbes bit.ly/3KCmiIi
“Elon Musk is just an extraordinary engineer, and I love working with him. We're going to build many more computers together. I'm delighted to be working with him.”
Panther Lake is currently in high-volume manufacturing on @Intel's advanced 18A process, and if these claims pan out, it could redefine what an integrated GPU can do in a thin-and-light PC. hothardware.com/news/intel-pan…
China’s State Council on October 9 approved Order No. 61 of 2025, announcing export controls on certain overseas rare-earth items. This marks the fourth round of rare-earth export restriction efforts; the previous round was on April 8. (1/8)🧵
Intel Clearwater Forest "Xeon 6+" CPUs Deep-Dive 🔵288 Darkmont E-Cores 🔵17% IPC Uplift vs Crestmont 🔵12 Compute Chiplets on 18A 🔵576 MB L3 Cache on Base Tile 🔵Foveros D3D Packaging 🔵EMIB 2.5D Interconnects wccftech.com/intel-clearwat…
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