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VOICE ARCHIVE

Alex

@alex_intel_
13 posts
2026-01-27
Intel discussed on their earnings call that the CPU-GPU ratio is shrinking This is going to continue as AI requires more tools, databases and legacy systems that have valuable data that AI needs to pull into context window
2026-01-27 View on X
Bloomberg

iNvidia invests $2B more in CoreWeave to speed up an effort to add 5GW+ of AI computing capacity by 2030 and deploy Nvidia's new Vera CPUs; CRWV closed up 5.7%

2026-01-26
Intel discussed on their earnings call that the CPU-GPU ratio is shrinking This is going to continue as AI requires more tools, databases and legacy systems that have valuable data that AI needs to pull into context window
2026-01-26 View on X
Bloomberg

Nvidia invests $2B more in CoreWeave to speed up an effort to add 5GW+ of AI computing capacity by 2030 and deploy Nvidia's new Vera CPUs; CRWV closes up 5.7%

Nvidia Corp., the dominant maker of artificial intelligence chips, invested an additional $2 billion in CoreWeave Inc. to help speed …

2025-12-07
Surprised AMD hasn't fallen more in last few weeks Amazon and Google are open sourcing and pushing hard for 3rd party software development on TPU's and Trainium Both of companies have far better and more software engineers than AMD AMD's GPU pie is rapidly shrinking
2025-12-07 View on X
SemiAnalysis

A technical deep dive into Amazon's Trainium3 accelerator, including its server SKUs' specifications, silicon design, power budget, and bill of materials

Step-Function Software & System Improvements, “Amazon Basics” GB200 NVL36x2, NL72x2/NL32x2 Scale Up Rack Architecture, Optimized Perf per TCO, Trainium4

2025-11-22
Make it at Intel
2025-11-22 View on X
Bloomberg

Sources: Trump's team recently discussed letting Nvidia sell H200 chips to China, a major departure from the administration's earlier public stances

If It Happens Emily Jarvie / Proactive : US weighs allowing Nvidia to sell H200 chips to China, sources say Ukrainian National News : Trump's team considers allowing Nvidia H200 ch...

2025-11-11
This pretty much cements that Intel and Lip-Bu will be buying SambaNova Intel losing their AI lead and their CTO to OpenAI Some possible upsides of Katti is leaving on good terms for potential OpenAI x Intel deal Executive team of SambaNova will be new leadership team
2025-11-11 View on X
CRN

Intel CTO and AI officer Sachin Katti says he is leaving the company after four years to join OpenAI; Intel says CEO Lip-Bu Tan will take over its AI efforts

follows another AI data center exec out the door, Lip Bu-Tan to take up the slack Proactive : Intel AI chief Sachin Katti departs to join OpenAI Tom / NextBigWhat : Intel's AI chie...

Idk how to think about this Intel's AI lead Sachin Katti went to OpenAI
2025-11-11 View on X
CRN

Intel CTO and AI officer Sachin Katti says he is leaving the company after four years to join OpenAI; Intel says CEO Lip-Bu Tan will take over its AI efforts

follows another AI data center exec out the door, Lip Bu-Tan to take up the slack Proactive : Intel AI chief Sachin Katti departs to join OpenAI Tom / NextBigWhat : Intel's AI chie...

2025-11-07
Intel is 12% of Teslas market cap Just an example of how cheap Intel is relative to the pie in the sky AGI takeoff views of the tech bros and the only US chip manufacturer
2025-11-07 View on X
Reuters

Speaking to shareholders, Elon Musk says Tesla is “probably going to have to build a gigantic chip fab” for AI chips and “maybe, we'll do something with Intel”

- Musk says ‘worth having discussions’ with Intel to make chips  — Massive fab needed to make the volume of chips needed

Intel is 12% of Teslas market cap Just an example of how cheap Intel is relative to the pie in the sky AGI takeoff views of the tech bros and the only US chip manufacturer
2025-11-07 View on X
Wall Street Journal

Tesla shareholders approve Elon Musk's $1T pay package, divided into 12 tranches of milestones, including expanding Tesla's market cap to $8.5T over 10 years

Musk had threatened to leave Tesla if the record-setting package didn't pass  —  Tesla shareholders approved a record-setting pay package …

2025-11-03
Many people don't realize the strength of the China Hawk House republicans. B30 sales to China will not happen without their blessing. Jensen will need to dangle something to them for this to happen. Sorry it's not easy to sell out the USA for some extra profit Jensen
2025-11-03 View on X
Decrypt

When asked on 60 Minutes about his pardon of Binance's Changpeng Zhao, President Trump said “I don't know who he is” and “I heard it was a Biden witch hunt”

In a rare interview, Trump said he was told Changpeng Zhao was the victim of the Biden administration's “witch hunt” against crypto.

Many people don't realize the strength of the China Hawk House republicans. B30 sales to China will not happen without their blessing. Jensen will need to dangle something to them for this to happen. Sorry it's not easy to sell out the USA for some extra profit Jensen
2025-11-03 View on X
Reuters

Trump says Nvidia's Blackwell chips would not be available to “other people”; in August, Trump suggested he might allow sales of a scaled-down version to China

it's 10 years [video] Alex / @alex_intel_ : Many people don't realize the strength of the China Hawk House republicans. B30 sales to China will not happen without their blessing. J...

2025-10-10
When we can we get a Trump visit to Fab 52? Most advanced process in US is manufactured by Intel [image]
2025-10-10 View on X
Financial Times

Inside Intel's 700-acre Fab 52 in the Arizona desert, which cost $32B and is starting large-scale 18A chip production, as the company seeks to impress customers

the Arizona mega foundry building the future of 2nm chips Ian King / Bloomberg : Over three days in Arizona, Intel executives repeatedly asserted that its 18A process is the most a...

2025-10-09
When we can we get a Trump visit to Fab 52? Most advanced process in US is manufactured by Intel [image]
2025-10-09 View on X
Financial Times

Inside Intel's new 700-acre factories in the Arizona desert, which cost $32B and are starting large-scale 18A chip production, as it seeks to impress customers

Claims of a breakthrough at the chips company's new Arizona facility will be tested by sceptical Big Tech customers

When we can we get a Trump visit to Fab 52? Most advanced process in US is manufactured by Intel [image]
2025-10-09 View on X
The Verge

Intel unveils Panther Lake, or Intel Core Ultra Series 3, the first chip built on its 18A process, coming to laptops and handhelds in late 2025 and early 2026

What we know about the next Intel Core Ultra. … Panther Lake is the most important chip Intel has made in years.