That there is no perfect defense. There is no protection. Being alive means being exposed; it’s the nature of life to be hazardous—it’s the stuff of living.

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Joined 10 months ago
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Cake day: June 9th, 2024

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  • I am surprised it took so long for discussion around mergers/acquisitions with Taiwan’s #2 and 3# (there is another foundry smaller UMC in Taiwan) foundries to appear in the news.

    The combined company would later invest in research and development in the U.S. and could eventually become an alternative to Taiwan Semiconductor Manufacturing Co., the world’s top chipmaker, according to the assessment. TSMC holds significant shares in the markets for both mature and cutting-edge chips.

    Eventually become an alternative to TSMC? A rather bold goal.
















  • Following Panther Lake, Intel plans to launch Nova Lake CPUs in 2026. Nova Lake is expected to push the envelope even further, with early reports suggesting it could feature up to 52 cores using the Coyote Cove and Arctic Wolf architectures. The product will likely leverage a mix of Intel’s internal manufacturing and TSMC’s advanced nodes to improve yield and ensure supply chain resilience.

    I wonder whether primary motivation for including TSMC in Nova Lake it to maintain competitive pressure on their foundry or if it is a forced risk management measure.







  • This became obvious with the launch of Nvidia’s Blackwell accelerators a year ago. The chips boasted 5x the performance uplift over Hopper, which sounded great until you realized it needed twice the die count, a new 4-bit datatype, and 500 watts more power to do it.

    The reality was, normalized to FP16, Nvidia’s top-specced Blackwell dies are only about 1.25x faster than a GH100 at 1,250 dense teraFLOPS versus 989 — there just happened to be two of them.

    Sounds like Nvidia is trying to pull a Multi Frame Generation style misleading promo tactic with enterprise GPUs too.



  • I remember when Stadia was being launched, one of their execs (not Phil Harrison, someone just below him) posted a very defensive message on Twitter complaining about the jokes and claiming that they are committed to Stadia.

    And we saw how that worked out. I wish I had a link to that Twitter thread, it would make a great addition to my “comedy” screenshot folder.

    Anyone with even a superficial knowledge of Google’s product strategy (their exclusive focus on “a septillion users in year 1”) and an understanding of the gaming industry (making good games and gaming platforms is very difficult, it requires creativity and just dumping billions and hiring tech executives isn’t enough) could see that Stadia was almost certainly dead on arrival.