The Tech Poutine #22: Fab Costs are Rising скачать в хорошем качестве

The Tech Poutine #22: Fab Costs are Rising

Since the last show: SNUG - Interesting cHBM discussion, Nafea BShara from Annapurna IBM Infra Summit - z17 launch Intel Vision - LBT Keynote, custom x86 OFC - CPO, Ayar 8TB UCIe chiplet, Lightmatter's L1000, Envise Tenstorrent Dev Day Tariffs - Now up to 125% on China Llama 4 launched: Scout, Maverick, Behemoth Today's Sponsor: http://shop.techtechpotato.com Potato: Ian Cutress, More Than Moore Cheese: George Cozma, Chips and Cheese https://www.more-moore.com https://www.chipsandcheese.com #techtechpotato #chipsandcheese Timestamps: [00:00:00] - Preshow [00:06:55] - Friend of the show managed to get an MTIA test chip [00:09:05] - C&C AI/NPU roundup news [00:12:25] - Mini catch-up [00:18:27] - GreenProtagonist SuperChat [00:19:28] - Beginning of the show [00:20:54] - Tariff talk and the SemiAnalysis article [00:41:10] - Mr.Viptis Comment on ASML and locations [00:42:45] - More Than Moore CHIPS act piece [00:47:31] - Joseph Albers - Isn't it pointless to comment of Tariffs when they change daily? [00:48:28] - Tenstorrent Blackhole and more [00:51:03] - The Blackhole Architecture top down view [00:53:20] - The Blackhole products being announced /teased today [00:58:15] - Ascalon CPU details [01:01:00] - Tenstorrent Software stack [01:02:10] - Tenstorrent Portfolio look [01:06:30] - Mr.Viptis Q - are their waterblocks for these cards? [01:07:10] - Back to the portfolio [01:09:15] - Some Tenstorrent Stats [01:09:55] - Tenstorrent staff Scorecard [01:12:15] - Why does the site say the QSFP ports are only for connecting to other Blackhole cards? [01:17:05] - Call to action/sponsor spot [01:21:20] - Google TPUv7 announcement, Ironwood [01:23:15] - Ironwood Specs [01:27:10] - Google compared Ironwood to El Capitan... for some reason [01:32:00] - MI300A comparison [01:38:55] - CAT TAX [01:39:20] - Back to Ironwood [01:40:35] - IBM z17 launch [01:42:35] - IBM's DPU [01:47:10] - IBM's Spyre AI accelerator [01:49:54] - J question - Is the usecase for Z arch in 2025 roughly the same as a classic mainframe? [01:52:56] - IBM z17 System launch [01:56:08] - IBM z17 System overview [01:58:30] - Chris Berry Quote from Ian [02:01:58] - Building momentum with IBM Z [02:03:32] - Whats next for Z [02:06:55] - DK Q - when might we get a general purpose RISC-V CPU for desktop and or GPU? [02:07:50] - Ian's z17 picture corner [02:17:50] - Bits and bobs from OFC. IMEC, Intel, Ayar and more [02:36:30] - Tech Boxers! [02:37:04] - AMD announced the date of the next-gen Instinct product [02:41:06] - Nintendo Switch 2 news [02:44:37] - Llama 4 from Meta [02:45:55] - UALink released the 200G 1.0 Spec [02:52:52] - Intel Vision news [03:04:20] - Q&A Starts [03:04:42] - Liquid R - isn't the current congress killing the CHIPS act? [03:05:16] - Zachary Solis - why is Ian not at PDX LAN? [03:08:09] - Dom - Are we going to Ramen Ultra again? [03:10:26] - ShmarvDogg - Can I come? [03:10:40] - Wrapping it up and signing off ----- More Than Moore, as with other research and analyst firms, provides or has provided paid research, analysis, advising, or consulting to many high-tech companies in the industry, which may include advertising on the More Than Moore newsletter or TechTechPotato YouTube channel and related social media. The companies that fall under this banner include AMD, Applied Materials, Armari, ASM, Ayar Labs, Baidu, Dialectica, Facebook, GLG, Guidepoint, IBM, Impala, Infineon, Intel, Kuehne+Nagel, Lattice Semi, Linode, MediaTek, NordPass, NVIDIA, ProteanTecs, Qualcomm, SiFive, SIG, SiTime, Supermicro, Synopsys, Tenstorrent, Third Bridge, TSMC, Untether AI, Ventana Micro. 🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/53981419...