1. Intel's "ditching HBM" declaration: Skipping the pricey HBM and cramming 480GB of laptop RAM into it
1. Intel's "ditching HBM" declaration: Skipping the pricey HBM and cramming 480GB of laptop RAM into it 2. China's DeepSeek + Huawei's full independence from 'NVIDIA and proprietary chips' 3. NVIDIA's bullying kicks off: "We'll leave the core brain to TSMC, so Korea, just bring cheap DRAM to stack on top" https://x.com/dontgiveup_26/status/2112308379687481548
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