jamesaltonsanders.com

The press photos of this chip appear to be a mockup, not a genuine sample of the Maia 200. — It could be very close to the real thing, but it's not typical to use physical mockups for press. — Renders? Yes. Real chips? Yes. — Mockups? Not often. [embedded post]

2026-01-27 View on X

The Verge

Microsoft unveils the Maia 200, its second-generation AI accelerator built on TSMC's 3nm process, deploying today in its Azure US Central data center region

The Maia 200 chip is starting to roll out to Microsoft's data centers today. … Microsoft is announcing a successor to its first in-house AI chip today, the Maia 200.

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The press photos of this chip appear to be a mockup, not a genuine sample of the Maia 200. — It could be very close to the real thing, but it's not typical to use physical mockups for press. — Renders? Yes. Real chips? Yes. — Mockups? Not often. [embedded post]

2026-01-26 View on X

The Verge

Microsoft unveils the Maia 200, its 2nd-generation AI accelerator built on TSMC's 3nm process, deploying today in its Azure US Central data center region

The Maia 200 chip is starting to roll out to Microsoft's data centers today. … Microsoft is announcing a successor to its first in-house AI chip today, the Maia 200.

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There's a lot of interesting implications for this, including the future of Intel's Arc iGPU/dGPUs, and a potential route to market for Intel+NVIDIA SoCs powering handheld gaming PCs. — Likewise, NVIDIA & MediaTek were rumored to be pursuing an Arm SoC for Windows... wonder where that stands. …

2025-09-18 View on X

Tom's Hardware

Nvidia and Intel partner to develop multiple generations of x86 products; Nvidia will buy $5B of Intel's stock at $23.28 per share, a ~5% stake; INTC jumps 25%+

Cats and Dogs, living together! — In a surprising announcement that finds two long-time rivals working together …

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Everyone in quantum is tackling enormous scientific and engineering challenges, this isn't new. — IBM, and other superconducting qubit purveyors, have a very long road to one million logical—useful—qubits. [embedded post]

2025-09-13 View on X

Wall Street Journal

IBM is holding its own in the quantum computing race against Google, Microsoft, and others, as they tackle enormous scientific and engineering challenges

IBM is racing Google, Microsoft and a handful of startups to build the world's first viable quantum computer

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I'm still skeptical that SPACs are a good idea, but Infleqtion at least has a revenue stream (components) that doesn't directly depend on selling cloud access to a quantum computer. [embedded post]

2025-09-08 View on X

Bloomberg

Quantum computing startup Infleqtion agrees to merge with Michael Klein-led SPAC Churchill Capital, giving it a $1.8B pre-money valuation and $540M+ in funding

Bloomberg :

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There's been rumors for over a year that Arm is pursuing making its own chips. SoftBank buying Ampere is a shortcut to this idea, even if it isn't part of Arm Holdings plc. — This, plus SoftBank buying GraphCore is an interesting development. [embedded post]

2025-03-20 View on X

Bloomberg

SoftBank acquires Ampere Computing for $6.5B in cash, with Oracle and Carlyle selling their stakes as part of the deal, which is expected to close in H2 2025

SoftBank is buying Ampere in an all-cash transaction that values the Santa Clara, California-based firm at $6.5 billion, according to a statement reviewed by Bloomberg News.

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Lip-Bu Tan resigned from the board in protest last year, so the return as the next CEO is an interesting if unsurprising development. I'd interpret this as positive overall for Intel, as it needs engineering leadership—not an accountant—to navigate out of an engineering problem. [embedded post]

2025-03-13 View on X

Reuters

Intel appoints former board member and chip industry veteran Lip-Bu Tan as its new CEO, effective March 18, and says he will rejoin the board; INTC jumps 10%+

Struggling U.S. chipmaker Intel (INTC.O) on Wednesday named former board member Lip-Bu Tan as its CEO effective March 18 …

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I expected that Pat would retire right after 18A was launched, so this abrupt exit looks as if a market or external force prompted this resignation. — Intel needs an engineer as CEO, even if Wall Street hates the premise. I hope his permanent successor will be given a fair shake. [embedded post]

2024-12-02 View on X

TechCrunch

Intel says CEO Pat Gelsinger retired and left its board on December 1, and names CFO David Zinsner and Client Computing Group GM Michelle Holthaus as co-CEOs

Intel has announced that CEO Pat Gelsinger has retired, effective December 1, and stepped down from the company's board of directors.

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This must have been a very fast development cycle. I suggested developing a thin client to the Windows 365 team last Spring and they were not enthusiastic about the idea. — It's the right direction to go in, but even for an enterprise device, this price point seems rather high. [embedded post]

2024-11-19 View on X

The Verge

Microsoft unveils the $349 Windows 365 Link, a mini PC for its Windows 365 cloud service running a “super hardened version of Windows”, shipping in April 2025

Microsoft is planning to launch a new purpose-built miniature PC for its Windows 365 cloud service next year.

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This is a weird idea, and it's not going to work—though it might destroy enterprise customer trust in the process, if CIOs think that the clouds are inspecting their workloads / applications / data. [embedded post]

2023-09-23 View on X

Semafor

Sources: The White House is weighing requiring cloud companies to disclose when a client buys computing resources above a set threshold, as part of an EO on AI

The White House is considering requiring cloud computing firms to report some information about their customers to the U.S. government …

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