Superintelligence demand is driving historic supply shortages

“Intel CEO Lip-Bu Tan said Thursday that he’s “disappointed” the company was “not able to meet strong demand” in the third quarter as he cited “near-term challenges” that included supply…”

“Nova Lake, our first Intel 18A-P client product, is tracking ahead of schedule, with design wins expecting to be twice those of Panther Lake at launch.”

“Intel CEO Lip-Bu Tan said on the earnings call that the company's 18A-P node, a variant of its 18A family, is on track to launch by the end of the year.”

“"So now I have a rack cellar, and it has like one of those GB300s from Dell in it," Lütke said. "So it is actually fully training models."”

“I think most likely the thing that we ship is not going to be 100-percent American. I think it’ll be a blend of US and allies around the world, mostly US, probably a few things from some…”

“As I explicitly said, BlueChip has American chips, batteries, metallics, plastics, glass, etc, and we have a clear technical roadmap to 100% American components.”