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    TSMC delaying high NA EUV until 2030

    Having listened to Pat enough at this point I don't believe 2 years is enough for Intel. lol Considering all the old fab issues where the result of things put in place by Pat while he was CTO.... we now get to see if he learned anything. My guess he is still of the thinking "Intel our engineers...
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    CES 2024 Lenovo ThinkCentre Neo Ultra

    At least they are continuing the long history of look a like less then windows devices.
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    AI-Created 'Virtual Influencers' Are Stealing Business From Humans

    They are going to get replaced there as well. lol
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    [Epic Game Store] 17 days of free games

    I have to admit when I saw the game today I laughed pretty hard. You know your reboot is going well when.... damn Epic didn't even give them a big release day in the order of daily giveaways. lol
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    Voyager 1 has finally started glitching after a near-constant operation of 46 years.

    Yes you get less transistor cross talk. If a ray hits a transistor it can effect those around it as well... so the tighter the package the more likely it is a ray can cause multiple flips. The rad hardened designs purposely spread logic out... to avoid cascade type failures. Shrunk processes are...
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    Wealthy Nvidia employees are taking it easy in ‘semi-retirement mode' — even middle managers make $1 million a year or more

    Reminds me of that Janitor I mentioned. I mean they always paid him... but when the company went public the founder made sure he rewarded a handful of people that were there with him when he legit had issues making paydays on time. I heard stories about how he would have the heat in the building...
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    Voyager 1 has finally started glitching after a near-constant operation of 46 years.

    Cosmic rays cause issues for CPUs even on earth. A ray passing through a CPU can bump the voltage in a path and corrupt a calculation or stored bits. This effects power amplification circuits the most as one particle can cause a cascade. Thing is cosmic rays can pass through the earth and other...
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    Wealthy Nvidia employees are taking it easy in ‘semi-retirement mode' — even middle managers make $1 million a year or more

    Yes the founder... I could only focus on that mustard stain. The other thought in my head though is this guy probably doesn't even know how much money he has... I mean I know its measured in billions but he could loose a 100m or two and not notice. Yet here he is all excited about a new...
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    Voyager 1 has finally started glitching after a near-constant operation of 46 years.

    The simple silicon onboard is a lot less susceptible then anything more modern would be (even the hardened IBM stuff). Still ya to think how many comic rays that thing took to the brain and still manged to have any working CPUs onboard is amazing.
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    Wealthy Nvidia employees are taking it easy in ‘semi-retirement mode' — even middle managers make $1 million a year or more

    I worked for a fortune 500 non tech company at one point. The founder had long since given way to more then a few CEOs. He used to come in a few days a weak anyway and work.... often just doing "grunt" stuff. Man had a small collection of shirts that looked like they were thrift store finds. The...
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    Intel giving ARC a respectable barrier of entry.

    I don't think apple much cares for the base model "customers". :)
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    Wealthy Nvidia employees are taking it easy in ‘semi-retirement mode' — even middle managers make $1 million a year or more

    This is why you don't let your employees buy group lotto tickets. lol As long as the first time they see a major hurdle coming for the we are an AI company switch, they don't all go and sell a few million in stock and retire for real. It's a problem all the tech companies that pay in stock have...
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    Nvidia pulls in some $18.1B up from $5.93B this time last year...

    No doubt real competition would either force Nvidia to make proper gaming cards... or officially exit the market. AMD has had decent mid range offerings... but to really compete they need to outright win a flagship fight at some point. Nothing less will change minds. They can release all the...
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    Nvidia pulls in some $18.1B up from $5.93B this time last year...

    That is some spin. The truth is Nvidia sells no more then they have to silicon wise to the low profit gaming market. Yes the real cards aren't for us anymore. As for the 4090 I agree it is the fastest raster card that is obvious. Its sales right now are also going probably 50/50 to gamers and...
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    Nvidia pulls in some $18.1B up from $5.93B this time last year...

    That is the potential hope for gamers IMO. Yes AMDs first chiplet attempt here had some issues. That is probably the solution going forward. The AI stuff still needs a small number of standard raster style compute cores, a solution where gaming cards could simply stack a couple of them is really...
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    Nvidia pulls in some $18.1B up from $5.93B this time last year...

    I don't know if you got the message from the CEO. Nvidia is an AI company now. How does raster benefit them? I'm not being facetious really.... the truth is Raster is no longer Nvidias mission statement. I mean have you not been paying attention to Nvidia for the past few years. The 4060 isn't...
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    Nvidia pulls in some $18.1B up from $5.93B this time last year...

    That is true assuming Jensen is willing to sell that silicon into the low profit gaming sector. The thing is if blackwell really is going to be providing 2-2.6x the AI performance.... there is no way in hell Jensen is dedicating even 3/4 functional parts to gaming. If those gains are even half...
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    Nvidia pulls in some $18.1B up from $5.93B this time last year...

    You forget they skipped Volta consumer cards I guess. Volta was no faster then the previous gen in terms of raster. The blackwell design is almost entirely geared to AI workloads. Here let me quote one of the "leaks" if we trust them for upcoming blackwell.... " The big news is that, like Ada...
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    Nvidia pulls in some $18.1B up from $5.93B this time last year...

    AI isn't crypto sadly. To many companies rolling out too many useful products. Crypto doesn't produce anything of value. AI is producing value. I know a few people working in AI... they aren't burning VC money or sucking up Crypto investor dollars. They are producing products that are saving...
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    Nvidia is ‘No longer a graphics company’

    Just goes to show how many full dies they where pumping out... the 4090 dies are essentially cast offs. They dedicated an insane amonut of fab space making those AD102s. This is why I also believe Nvidia is willing to leave the gaming market. Those 4090 dies are technically not in datacenter...
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    Nvidia is ‘No longer a graphics company’

    Somethings change fast. Somethings don't. Nvidia like it or not did the real work of wiggling their software into place. I think unfortunately at this point. All the software side talent out there is spread thin... and those folks are all trained with NVs software and tools. (and the young...
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    Nvidia is ‘No longer a graphics company’

    The overlap silicon wise however is the issue. 8 Billion is great and all... but if 2 billion of that is chips that could have made them 8 billion had they been put in data center cards the choice is clear. The question is will Jensen decide that the 6 Billion in the market that is mid range...
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    Nvidia is ‘No longer a graphics company’

    Either that or the Machine will build us much better GPUs. Fully immersive type hardware... as long as the fluid in the tank is nice and warm it sounds present really. :)
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    Nvidia is ‘No longer a graphics company’

    I believe the same logic applies however. Tesla is not the only company attempting to create a self driving car. I don't believe coming in second in that race is seen as an option by anyone in the race either. My no second place point is true in every software field. The first company to build...
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    Nvidia is ‘No longer a graphics company’

    I'm not so sure that is true. Thing with the AI startups. There is so much money flying around cause everyone knows its an arms race. That is like saying if the US could have got to the moon for 1/3 the price by 1977 instead... they would have done it. Of course they would not have taken that...
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    Nvidia pulls in some $18.1B up from $5.93B this time last year...

    I agree with you... the X factor will be Intel and AMD really. I agree that Nvidia is capable of designing very good gaming cards on an older node. (assuming they are actually willing to put engineering resources on that task) I think the competition is the X factor here. If lets say 3 years...
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    Nvidia pulls in some $18.1B up from $5.93B this time last year...

    I'm not saying PC gaming is dead. I'm saying for Nvidia the more high end GPUs they produce the more profit they leave on the table. Those same chips can be making them 10x as much right now. Even if by some miracle they tripled their Fab output that would still be true. Gaming isn't dying no...
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    Nvidia is ‘No longer a graphics company’

    That is the old math. Sure that used to be the case. Now Nvidia is charging 30k for their top end silicon. Their L40 which is 4090 silicon (ok 4090 has I think something like 5-10% of the chip disabled) with doubled ram chips is selling for 10x a 4090. To make it even sweeter for Nvidia there is...
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    Nvidia is ‘No longer a graphics company’

    To be honest no it doesn't make sense. Not to me... and I know it makes zero sense to investors right now. If Nvidia was able to get working blackwell chips out of Samsung. They would be expected to get them into higher margin products as well. The only consumer level chips that make sense for...
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    Nvidia is ‘No longer a graphics company’

    Indeed. This is my point. People getting all excited about a 5090 should chill out now. (any 5090 we get won't be based on this upcoming arch) Blackwell is not going to be coming to consumer cards until it is refreshed if it comes at all. Lots of reports and leaks regarding 512 bit bus blackwell...
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    Nvidia is ‘No longer a graphics company’

    The problem of course being that Nvidia doesn't have enough fab space. The 4090 is a problem for them currently. They would rather not make it. The few they do make are what has accounted for their uptick in sales the last two quarters... as Chinese customers have been buying all they could...
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    Nvidia is ‘No longer a graphics company’

    Fair nothing is over till they let the GPU competition beat them. For now Nvidia still has the fastest GPU you can buy. I think more people will believe what Jensen is saying when they let AMD or Intel ship a GPU that bests them and don't respond with a Super / Titan. Nvidia is now having to...
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    Nvidia is ‘No longer a graphics company’

    Yep gamers will now get the second string parts from Nvidia. Maybe. If Intel ends up being real competition... or AMD actually releases some top tier stuff. Nvidia might just decide its not even worth putting out cast offs and secondary process silicon to actually compete. If there is even a...
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    Nvidia pulls in some $18.1B up from $5.93B this time last year...

    For anyone thinking its crazy to consider nvidia might just exist gaming..... ya its not crazy. We as enthusiasts don't want to hear it... but that uptick in gaming sales the last couple quarters. Is just Chinese companies end rounding import bans, snapping up and importing 4090s. They then...
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    More than 5 years since launch, the Epic Game Store has still not turned profitable

    Oh they had delusions. I believe they likely still do. When they say they envisioned 50% of all revenue... do you believe they expected steam to be the only other player? They expected #1... they figured success would make it even easier to pay developers for exclusivity.
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    Intel CEO Doesn't See Arm-based Chips as Competition in the PC Sector

    Man all the tech sites are clickbait fests now that are bad for that. Still someone should probably tell Pat to craft his words so he doesn't end up with too many Balmerisms slipping out. Steve often didn't sound as crazy in context either... but you have to steer clear of those 30s diatribes...
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    Intel CEO Doesn't See Arm-based Chips as Competition in the PC Sector

    I'm not sure this one is really predicting the death of x86... as much as the push x86 is likely to get out of specific markets. I think Pat is still of the thinking that if x86 is still the better option for a desktop, or a high performance workstation that means windows stays x86 and holding...
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    Intel CEO Doesn't See Arm-based Chips as Competition in the PC Sector

    I had a nano I loved as well. It had just enough space, small fast nice usable screen and had great audio quality. It was the crappy MP3 player perfected. I also had a stupid windows phone. Keyboard that popped out and ya it was terrible... and creaky. I actually loved my blackberries. Before...
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    Intel CEO Doesn't See Arm-based Chips as Competition in the PC Sector

    "Neither RedBox nor Netflix are even on the radar screen in terms of competition," Blockbuster CEO Jim Keyes 2008 "Five hundred dollars? Fully subsidized? With a plan? I said that is the most expensive phone in the world.... And it doesn't appeal to business customers because it doesn't have a...
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    AMD Could Tease DLSS 3-rivaling FSR 3.0 at GDC 2023

    I didn't need more then 20 min to be annoyed with grabbled frames. Perhaps some games have a better implementation? I wasn't impressed at all.
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