Ben Bajarin
@BenBajarin
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CEO and Principal Analyst Creative Strategies, Inc | Technology Industry Analysis-Market Intelligence | Product and Market Research | Looking Forward
San Jose, CA
Joined April 2008
@LongGamma_ @firstadopter @realmemes6 So looking at wafer yeild only is the wrong approach. These are chiplets so as a whole when you look at per wafer per tile per chip yield will aways be higher as an average. Single wafer yield works for monolithic analysis but not as good for tiles/chiplets.
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RT @tim_cook: Get ready to meet the newest member of the family. Wednesday, February 19. #AppleLaunch
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@realmemes6 @firstadopter That and it seeme the board lost patience on the financial returns, so from all I can gather this was about financial economics not technology. It was a very short sighted decision I hope doesn't come back to haunt them.
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@firstadopter @intel Everything I can gather it was not technology related to Pat. MJ may use HPC tiles, for now, but I have little doubt with 14A it’s all back on Intel.
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RT @caro_milanesi: This week at #CiscoLiveEMEA , @cisco unveiled a comprehensive strategy that signals a decisive move into the AI infrastr…
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RT @chipstrat: New video up! 📺 Breaking down OpenAI’s scaling laws—pre-training, RL, and inference—and their impact on compute demand. Plus…
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Less than 10% chance 😅
Intel (INTC) making moves. Baird analysts note supply chain talk of a potential fab spinoff with TSMC involved, a shift that could streamline costs and sharpen Intel’s focus. If true, this could be a major step in their turnaround. One to watch. $INTC
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@Goolic @clattner_llvm @Modular @realGeorgeHotz @__tinygrad__ Yep. @theaustinlyons has been digging deeper on this for us. But, I imagine he has some software content to this point coming at some point ;)
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RT @chipstrat: Apple is the best company to bring about mass adoption of AI-enabled experiences — should they rise to the occasion. Let’s s…
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RT @chipstrat: ($) CPU Server Growth, Enterprise AI Agent Adoption Challenges: Agents are set to boost CPU server demand as they take on tr…
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Synthetic videos still have the glossy look to them.
These are all 100% AI generated Eagles victory celebrations with veo 2, literally all from the first two tries with a text prompt, no editing. These systems are getting pretty impressive (though you can tell they are AI because no one is trying to climb a greased pole)
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She knows the cost of eggs so feels like she has to watch over the chickens.
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