@Vectral555 Intel 40th Anniversary i7-8086k wasn't 4 years old, but it launched at $425 which is $560 in today's dollars.
It's whatever, just a novelty SKU.
5500X3D exists.
@jukan05 A: No. The DRAM industry "earns in one year and lives off it for ten" — it's a different industry, not comparable.
Is he suggesting memory hasn't broken cyclicality?
Taiwanese media reports that Foxconn has begun early shipments of all-optical CPO switch racks to NVIDIA, with shipment forecasts revised upward from the prior 10,000+ units in 2026 to 50,000+ units across 2026–2027.
According to industry sources, Hon Hai Group is producing the all-optical CPO switch racks at its Vietnam plant and has already begun early shipments to NVIDIA. Supply is reportedly extremely tight — even the units originally allocated for demo purposes have been diverted to NVIDIA, leaving "not a single rack to spare."
@TechLevelUp_@KristinaParts Semi accurate, different outfit, one of the OG journalists. Very apt name actually. Charlie demerjian's work is often semi-accurate.