與其話佢牙膏廠
不如話佢已經冇貨
intel呢隻股，簡直係晶片股之恥
山田裕二
114 回覆
187 Like
2 Dislike
幾時執
但點解佢話 delay?
Intel originally planned for its Falcon Shores chips to have both GPU and CPU cores under the hood, creating the company's first 'XPU' for high performance computing. However, its surprise announcement a few months ago that it would pivot to a GPU-only design and delay the chips to 2025 left industry observers shocked — this leaves Intel unable to compete with AMD's Instinct MI300 and Nvidia's Grace Hopper processors that both feature a blended CPU+GPU design.
對佢本公司算係咩報應 
係股東有報應姐
係股東有報應姐Apple 都整一堆晶片出來打擊Intel
稀土唔係得中國有，純粹係佢冇環保法規低成本
“最先進的AI服務器系統使用多達8個GPU和1個CPU”
CPU部份畀AMD搶生意，GPU部份全用Nvidia，市場係有效率，估值咁低唔係無原因
CPU部份畀AMD搶生意，GPU部份全用Nvidia，市場係有效率，估值咁低唔係無原因
Data Centre市場仍然係最高市佔率
你篇文都寫得好清楚啦，XPU delay
你仲話GPU delay
到時就入貨時機
呢d關乎國運嘅行業點會死
呢d關乎國運嘅行業點會死
唔係話轉做 gpu-only design?
呢間撚樣公司 正一仆街 日日賣牙膏
NVDA都出名牙膏wo
老黃刀法未聽過?
老黃刀法未聽過?
Tsm係美國廠都要貴30%，仲要intc日日要被美國人屌唔應該有稅務支持，可想而知美國做晶片好貴
切完大把人買
apple唔算啦，有做埋cloud 同 IT software
條友唔識英文唔好怪佢
不過咁講
要人 cuda 轉 sycl 係有啲難度
不過咁講
要人 cuda 轉 sycl 係有啲難度
屌 講到尾 睇人對佢點姐
係 上面條友d 閱讀能力... 咁短都可以解錯
Apple用自家製 唔用Intel姐
未至於同Intel爭市場
未至於同Intel爭市場
你講果舊野叫Intel Arc
pvc 都出左好耐了
雖然得 argonne 用
雖然得 argonne 用
On9 人地出年開始Intel 3，仲快過TSM 3nm