Pim Verhoog

[Pim Verhoog @pverhoog]

@Fr1908R Het other-race effect is niet per se racistisch: je brein herkent subtiele gezichtsverschillen beter binnen groepen waarmee je vertrouwd bent. Dat werkt beide kanten op. Ongemak erover komt vaak vooral uit de angst iemand te kwetsen.

[Pim Verhoog @pverhoog]

$intc before earnings massive upgrades and positive stories...wondering what will happen in two days...

[Pim Verhoog @pverhoog]

@jordilang2 Ja, en leuk als zijn zoontje de boot bestuurde...

[Pim Verhoog @pverhoog]

@cmvdm41 Was het zoontje van Nathan...

[Pim Verhoog @pverhoog]

@LoveNJosie @SoveyX Dont feed them ideas...

[John @CryptoGodJohn]

$TRWA

The stable coin narrative growing stronger, connections with the UAE government, royal family and ties to Blackrock

I think this is going to be a top performer next few months

[Daniel Newman @danielnewmanUV]

$TSM 🤝 $INTC may wind up being less a choice and more a mandate. Like I said, Intel has been made. 🤌🏻

[Pim Verhoog @pverhoog]

@SpencerHakimian Nobel price or statue at every University.

[Pim Verhoog @pverhoog]

@SawyerMerritt Eject seats would be better

[Patrick Moorhead @PatrickMoorhead]

Huge deal between $NVDA and $INTC. 

NVIDIA and Intel announced a multi-generation collaboration across PC and datacenter and NVIDIA will invest $5B in Intel at $23.28 per share. The joint solution will be a tight coupling Intel x86 CPUs and NVIDIA RTX GPUs over NVLink for PCs and data-center platforms. Timeframe are TBD and current roadmaps with arm will not change, per sources, meaning NVIDIA will offer both.

Overall

•PCs: Intel will build and sell x86 SoCs integrating NVIDIA RTX GPU chiplets
•Data center: Intel will build NVIDIA-custom x86 CPUs that NVIDIA integrates into its AI platforms
•Financial: NVIDIA is committing $5B to Intel equity at $23.28/share
•Scope: Product collaboration—not a foundry manufacturing deal

Why it matters

•Windows/x86 PCs: Higher-bandwidth, lower-latency CPU-GPU coupling should lift AI inference and pro-app and gaming performance versus discrete PCIe designs. Data center: NVIDIA gains an x86 option alongside ARM; Intel attaches CPUs into NVIDIA’s fastest-growing AI platforms.

What we don’t know yet

•Ship timing, ramp cadence, and how many generations.
•NVLink specifics (bandwidth, flavor, coherence) and CPU-DRAM/GPU-HBM memory topology.
•Process nodes and packaging (EMIB/Foveros) for the PC SoC and the custom DC CPU.
•PC SoC scope (NPU, power targets, die/chiplet counts) and NVIDIA rack-level designs.
•Software stack details (CUDA/driver model on Windows/x86; Linux support).
•Commercial mechanics of RTX chiplets inside an Intel-sold SoC and CPU attach accounting on NVIDIA platforms.

My take: There’s no doubt this is BIG for Intel, GOOD for NVIDIA and If execution lands, this gives Windows AI PCs a credible scaling path and gives data-center buyers an x86 choice inside NVIDIA platforms—without blowing up existing roadmaps. Now it’s about silicon, software, and speed of OEM and rack-scale design engineering. It makes life more difficult for $AMD and $ARM, but without more details, it’s hard to assess.

On PC, a high performance notebook with tightly-coupled Intel+NVIDIA seems strong for AI, gaming and workstation. While deets are slim, it’s interesting to think about multi-GPU configs (are we back?)

On datacenter, it’ll come down to choice, choose Arm or Intel, as customers did before. It’ll come down to right-brain, performance per watt. Will this datacenter optionality be more confusing for customers, or, will there really only be one solution?

In my scenario planning the past year, I had expected Intel to offer NVIDIA an x86 license to create its own CPUs but this is not part of this deal. I also thought we’d see some more foundry commits. It’s great that the X86 chipsets and the PC combo solution will use foundry, but no GPUs on Intel Foundry in this announcement.

Press conference at 10AM PST with LBT and Jensen.

[Pim Verhoog @pverhoog]

@XYang2023 Last time to shake the tree...

[Pim Verhoog @pverhoog]

@niccruzpatane Not all....

[Pim Verhoog @pverhoog]

@TrumpDailyPosts We know...here in the Netherlands

[Pim Verhoog @pverhoog]

@IterIntellectus It is cultural; first enjoy your life: travel, have fun, buy a house, start a career, do cool things, then after 30+ start with children, max 2-3 to keep a comfortable life...

[Pim Verhoog @pverhoog]

@MRiggers96 @TansuYegen Loading bars mess with your brain: fast start = progress illusion, slow end = goal gradient effect. Studies show if you think you're close, you wait more patiently. Its all an illusion....

[Pim Verhoog @pverhoog]

@MRiggers96 @TansuYegen Easy stuff first, chaos later. And if you think it is almost done, you likely enjoy it more.

[Pim Verhoog @pverhoog]

@Lensculture_ Make it hot and steamy...make them eggs boil...hold on for 7 mins and done

[Pim Verhoog @pverhoog]

@mightbebrika @InternetH0F True if shuffling were truly random.
But shuffled decks don’t hit 52!
Factory order + human habits + sticky, heavy face cards = bias.
You’re likely sampling 1 in a few million, not 1 in 8×10⁶⁷.

[Pim Verhoog @pverhoog]

@PeterWSpencer @InternetH0F Decks are factory pre-ordered, Face cards are heavier (more ink), decks start ordered, human shuffles are biased, and cards stick. 52! is a myth in practice. #appliedStatistics