“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…”
Chips & compute
GPUs, custom silicon and the scramble for compute.
“The industry continues to navigate one of the most significant supply shortages in the [sic] history, driven by the unprecedented demand for super intelligence,”
“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.”
“"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."”
“Intel CEO Lip-Bu Tan said purpose-built silicon is its "fastest growing business segment," and has tripled over the last three years.”
“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.”
“Huang said he doesn't expect an oversupply of memory until sometime after 2029”
“Similarly, there are agents with telemetry into our compute usage by product area, efficiency, utilization, and giving me inputs and insights, you know. I think it's made all of us, you…”
“However, Nvidia CEO Jensen Huang told CNBC that he isn't worried that memory demand will slacken even by 2029, which is a longer time horizon than most analysts have speculated on thus far.”
“One of the things that's really great about memory is that you can always use more of it.”
“Nvidia CEO Jensen Huang told CNBC Thursday that a surplus of memory supply is unlikely by 2029, despite a sell-off in memory stocks over the past week amid concerns about oversupply and…”
“Musk wants to have the world's most powerful AI training cluster online by mid-2027, consisting of 440,000 Nvidia Vera Rubin graphics processing units (GPUs).”
“However, he said the goal was to add 20 additional gigawatts and that there was a "non-zero possibility" of this happening.”
“And in fact, we used one-quarter of the compute that OpenAI used to train their model.”
“12 times less computation than was used for DeepSeek, for example, on compute efficiency.”
“Starting next calendar year, we will scale our Maia family to multi-gigawatt deployments, making it the primary inference system for our own product and services.”
“So what we said in the earnings call I think was May timeframe that we had visibility to $2 billion, and what we said in the last earnings call was that our confidence to achieve that $2…”
“He described a customer list that now includes custom chip work for all four of the biggest U.S. cloud computing companies.”
“AI-related bookings remain exceptionally robust, and we expect our revenue growth to accelerate further through the remainder of fiscal 2027”