@MeringdalMartin Intel vision has been on my calendar for a month now. Really hoping Lip brings the goods. Hoping my calls print on Tuesday. We’ll see!
Not sure if this report on $NVDA using $INTC 18A is accurate but we do know that $NVDA has a back up to $TSM
$NVDA monolithic designs are power hungry beasts & would benefit from Intel Power Via BSPD
@MJHolthaus during @intel earnings call I was curious about your DeepSeek comment and how they achieved a lot with limited resources. Where do you see AI infrastructure heading in this more efficient paradigm? Curious how Intel’s products or plans align with this shift.