A look at Emerald Rapids at the moment of launch… honestly they sound pretty lukewarm about it
There were a few awkward silences during Sandra Rivera’s presentation on Emerald Rapids this morning where the analysts did not clap… However, lots of applause during the meteor lake presentation.
Intel will remain in the dog house on servers until the Intel_3 products are released next year. If they also slip a year as has become the Intel server tradition, Intel will remain in the doghouse…
Have you seen anything on the NVDA AMD or any other company involved being investigated by the US regarding sales to China? Thats been on my mind…doc
Nvidia is aware of the restrictions and is working on scaled down chips that can be sold in China. They try to comply but leakage when chips get resold must be a constant problem.