The harsh reality is exactly what it is.
Oh you're coping like noone else.
Adorable.
Signing papers.
Very fun.
At least they had enough balls to try and get XCC outta the oven, I give them that.
Good thing you're but a single obnoxious customer.
That's not even a bad idea, but I'd rather wait 6-8 months more for moar meme startups to come out of stealth mode first.
And maybe even Graphcore will post them numbers.
Jim can't magically fix their execution or fractures in their corporate culture.
Intel now has to do what AMD did: bet big and hope it turns out even better!
Granite uses both Foveros and EMIB, that's the big bet.
Dunno how it'll pan out, but good luck to our friends at Intel.
Also I'm pretty sure SPR is also PR quantities only.
I could buy it over a year ago (remember that CNL laptop?).
Does not mean it's economical.
You can cope however you want, 10 is dead for anything of volume.
These are uneconomical.
If you mean that XCC part with not even half the cores enabled, then yes, it is sampling.
That's a placeholder, just like Gen10 graphics driver stack
Who cares what you'll do.
You're a part of little obnoxious minority.
The majority consumer wants cheap and good enough GPUs inside every laptop/prebuilt/whatever possible, and Intel (oh, and AMD too) will give them that.
Intel shareholders just *adore* TAM expansion, see them being happy...
Customers aren't allowed to talk, and real big GPUs are beyond niche.
Who cares if every OEM box ever offers only Xe™.
You're gonna take it either way.
GPUs getting sold at a loss/little profit is perfectly legal, I mean, every console cycle starts this way.
Companies the size of Intel rarely...
Nah, the wafers themselves are plentiful, AMD is just fulfilling better than expected Rome demand so Wall St. doesn't roast them the next ER.
They just went for cheaper SS wafers and here we are.
Memory requirements would go off the charts so no, not soon if ever.
It's gonna be very gradual and very limited adoption even with stuff being in consoles.
Good old OEM deals will punish them in ~6-8 months.
In 3-4 years nV will cease to exist in laptops period.
Oh noes, you don't understand (but neither does nV, so whatever).
Products in vacuum are worth nothing is this dreaded world of neat OEM partnerships and yadda yadda yadda.
How would that...
Not that hard to be better than the worst trainwreck in semis manufacturing history.
Not with all the training/inferencing hardware currently on/coming to the market.
nV's gotta tread cautiously now.
SS is (in)famous for eating the costs when things go wrong (see 7420).
It already slipped, can't be any worse than it is now.
That's not how it works.
You sell a given die for as high as you could.
So, more clocks, higher prices.
Yay.
DRAMs are DRAMs, they have fairly fixed pricing...
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