I see where you are coming from, but this particular article seems pretty relevant. And The Register most definitely does not solely post critical articles about AI.

I highly doubt intel will sell their produce design unit. It's one their key strength in laptops.

I think you have the figures wrong, the investment in said to be around $1.5 billion dollars and $5.27 billion dollars is the expected return over the course of four years. If operators can get returns like that, they could break even is less than two years and profit for the remaining two years.

I was referring to the end users of this service (the clients of the cloud data centre). If they spend $5.27 B on access to cloud GPUs, what is their return on this $5.27 B spend?

With bleeding-edge GPUs commanding as much as a car these days — $30,000 to $40,000 a piece in the case of Nvidia's upcoming Blackwell chips — many datacenter operators have taken to using them as collateral to secure the massive loans.

That shouldn't be too much of a problem, according to our sibling site The Next Platform, which found that an investment of $1.5 billion to build, deploy, and network a cluster of roughly 16,000 H100s today would generate roughly $5.27 billion in revenues within four years.

This very much looks like a bubble. What's the return going to be like on that $5.27 B in spend over four years?

From crates or palettes I could see this working, for individual low cost items, the price seems way too high.

And it seems that the new spec is aimed at a more targeted level; closer to the item level.

The latest Windows personal computers with artificial-intelligence features have “the best specs” on “all the benchmarks,” Microsoft Chief Executive Satya Nadella recently said.

What a liar. This isn't even PR spin, it's outright, premeditated dishonesty.

No, TSMC is not supposed to be a permanent solution. Just Arrow Lake.

This would be an excellent law/regulation that makes complete sense.

The major companies can most definitely manage this (although they will cry crocodile tears).

That's definitely true.

The rested on their lawrels when they were the only game in town from the late 2000s to ~2018.

This is not good, I am not saying this just because I own Intel share. We really Intel (or well a competitor in general) to put pressure on AMD (in CPUs), Nvidia (in GPUs) and TSMC (in semiconductor fabs).

Intel turning into a tier 2 company will only lead to higher prices and less choice.

That would not be a good thing. The CPU/GPU design and semiconductor fab industries are already massively concentrated.

The new exchange will have a structure similar to that of the New York Stock Exchange, but for crypto, Karpeles said.

Oh, man!