Cheese

George Cozma | Editor in Chief of Chips and Cheese
All opinions are my own

[Cheese @System360Cheese]

...Tha... That... THAT'S NOT HOW THAT WORKS...

[Pranav S. @Pranavenstein]

Waiting for the @System360Cheese rant on Jensen saying Vera’s IPC is the “highest in the world” because “10 instructions fetched, decoded and executed per clock”.

[Cheese @System360Cheese]

@T_Motes They are and Michael does say that.

[Cheese @System360Cheese]

Even as crazy as I am, I am not buying 8 cups of coffee and I AM probably the heaviest coffee drinker Ian knows by a WIDE margin...
Most of the time, I am either brewing at home or I am in the Press room where there is free coffee...

[𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠 @IanCutress]

@cptdankkk $15000 is 3000 coffees.
3000 coffees in 365 days is 8.2 coffees per day.
I don't know anyone buying 8 coffees a day. Every day.

[𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠 @IanCutress]

@cptdankkk $15000 is 3000 coffees.
3000 coffees in 365 days is 8.2 coffees per day.
I don't know anyone buying 8 coffees a day. Every day.

[𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠 @IanCutress]

To echo what Cheese said, if you think glass core substrate is in Clearwater Forest, you have a screw loose/have the vaguest idea of how stuff works in semis.

Glass core substrate is a 2030s+ technology. I'm serious. It took 10 years for EMIB to get to the point where it yielded enough for production. GCS is going to take longer, much longer. I've only see one example of a GCS 'package' and that was an early research prototype this year, not even by Intel. Whereas CWF is likely already in mass production pending a launch given previous roadmaps.

Stop taking your silicon and investment advice from Internet randos. I'm not saying take it from me either, but do the most basic of research and have some understanding.

[Cheese @System360Cheese]

If you actually believe that CWF is using a glass substrate, I have a Golden Bridge in San Fran to sell you...

[meng @meng59739449]

Clearwater Forest will use 3D Construction (Foveros Direct 3D + EMIB 2.5D) and Glass Substrate , this is first mass-produced chip with Glass Core in JAN 2026

[Cheese @System360Cheese]

@corsix @FelixCLC_ It's really fun explaining that a single DDR5 RDIMM is usually 80 bits because of ECC bits...

[𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠 @IanCutress]

Hyperthread is the Intel branding from the Intel region of France.
Otherwise it's just sparking Simultanous Multi-Threading.

[@fclc cmp lea char @FelixCLC_]

here's a repo with all the juicy details, toolchains and more to get your started! https://t.co/FXaQ9cBhHt

[@fclc cmp lea char @FelixCLC_]

Happy open source RTL day everyone!!!!

@Ainekk0 has partnered with @OpenHWFdn to open source the minion/neighborhood RTL that we're actually using for our next chip!

And because we have taste, check out the juicy Apache 2.0 license!!!

[neggles (Andi H) @neggles]

hey @AMDNetworking / @AMD, whatever happened to publishing the SSDK for the AMD-Pensando cards you keep making so much noise about?

Or at least updating the documentation to state that it's not available?

Or maybe, i dunno, posting updated drivers?

Anything?

C'mon, guys.

[NASA Artemis @NASAArtemis]

Earthset.

The Artemis II crew captured this view of an Earthset on April 6, 2026, as they flew around the Moon. The image is reminiscent of the iconic Earthrise image taken by astronaut Bill Anders 58 years earlier as the Apollo 8 crew flew around the Moon.

[Cheese @System360Cheese]

@opinali I'm more thinking about how we remove mass from Earth which affects Earth's gravity... is it a trivial amount, sure... but we still do it... and that affects space-time...
Another example is the ability to redirect asteroids which again, manipulates space-time...

[Cheese @System360Cheese]

Uhhh... Steve...
We do have the ability to manipulate space-time... and we do it nearly everyday as well... along with having been doing it for nearly 70 years...
Tho the Soviets beat us to it by about 4 months and kicked off the Space Race because of it...

[GamersNexus @GamersNexus]

@LisaSu @POTUS @WhiteHouse @mkratsios47 @davidsacks47 Neat! Will your seat be next to the guy who says that American technology can manipulate space and time? Or next to the guy who called for the bailout of Silicon Valley Bank?

[Cheese @System360Cheese]

Well... it looks like it is the beginning of the end for @Tachyum...

They are closing their head office in Slovakia due to unpaid debt...

This is after a report that the Czech branch is currently being sued for failure to pay empolyees...

https://t.co/GS2MDtuIy0

[Cheese @System360Cheese]

But... But... Vera has the Ampere Altra PCIe problem... which makes it questionable for general purpose usage...
https://t.co/A2MeQQ216x

[Ed Ludlow @EdLudlow]

Bloomberg interview with Nvidia CEO Jensen Huang, on the Vera CPU Plan:

"For the very first time, we're going to be offering Vera CPUs. Vera is such an incredible CPU. We're going to offer Vera CPUs as a standalone part of the infrastructure. And so not only, not only can you run your computing stack on NVIDIA GPUs, you can now also run your computing stack, wherever their CPU workload, run on Nvidia CPUs...

""Vera is completely revolutionary...Coreweave is going to have to race if Coreweave's going to be the first to stand up Vera CPUs. We haven't announced any of our CPU design wins, but there are going to be many."

[Cheese @System360Cheese]

@highyieldYT Like I said in the following post, I am of the opinion that it is likely N4C.
Although considering that Nvidia's Rubin is on N3 and that is 2 reticle sized dies, I wouldn't rule out the IO dies being on N3 simply because of their size...

[Cheese @System360Cheese]

So I would be surprised if the IO dies are still on N6...
I know that the analog scaling on newer nodes isn't great, but there is more than just analog on the IO dies such as SRAM and logic...
And any reduction in power that the IO dies need means more power to the CCDs...

[High Yield @highyieldYT]

Some initial assumptions about @AMD's upcoming Zen 6 Venice server CPU👇

[Cheese @System360Cheese]

@Volta700 Yes tho the power reduction would be found more in the SRAM and Logic portions AFAIU... which are a big part of the IO dies... granted this is AMD Rome but as you can see, there is a ton of Logic and SRAM on the IO die...