Intel Starts Shipping High-NA EUV Silicon

Post by caycep » Wed, Jul 22, 2026, 8:48 PM UTC

throwway120385 wrote: post #70

minraws wrote: post #40

Earlier quoted context omitted.

To Nvidia the biggest threat is a capex cut from big tech not another company in the same domain, maybe some Chinese companies but people aren't going to be moving off of Nvidia for large deployments in the short term even if some TPU/Tranium etc is used it's not close to Nvidia. I have no explanation other than people, researchers are comfortable with it and don't want to switch.

Nvidia's software support remains "best in class" so they've become the default for a lot of this stuff. To overcome that I think you'd have to get a lot of hobbyists and by extension interested young people using your hardware instead of Nvidia. So you'd have to have good software support, decent hardware, and low hardware cost. People started with Nvidia because most machines had an Nvidia card in them, and Nvidia'…

Post by re-thc » Wed, Jul 22, 2026, 8:56 PM UTC

gigatexal wrote: post #37

Tepix wrote: post #26

I believe Intel has a winner with the upcoming Crescent Island GPUs with up to 480GB of LPDDR5 memory. A lot of SMEs will need local AI with large open weights models (i.e. >1.5TB of VRAM), but they don't need a watercooled 8x Nvidia GB300 box. Besides, it's difficult to deploy and very expensive. Crescent island is air cooled and likely fast enough for a group of users running something like GLM 5.2 or Kimi K3.

I thought Nvidia after they invested in Intel killed Intel’s GPU efforts as it could be a threat to Nvidia’s GPUs

Post by NetMageSCW » Wed, Jul 22, 2026, 9:20 PM UTC

lardosaurusrex wrote: post #91

petcat wrote: post #30

Earlier quoted context omitted.

> A great achievement of European science and technology It's an amazing piece of technology but this is... wildly wrong. ASML is a multi-national company that licenses IP largely from USA and Japan, but also Taiwan and Germany. The actual EUV light source is developed and produced in California by Cymer, which ASML acquired in 2013. But ASML was only permitted to acquire the company under a strict technology sharing…

The US is currently aggravating practically every other country on the planet and writing like this only pisses everyone else involved all the more. I'm not sure if it's wise to minimise the contributions of everyone else in the current climate tbh.

Post by DiabloD3 » Thu, Jul 23, 2026, 4:12 AM UTC

dcrazy wrote: post #108

DiabloD3 wrote: post #103

Earlier quoted context omitted.

There will be no future Xe GPUs. Druid, the 4th generation, has been shelved entirely, and all consumer DGPU products, possibly _all_ DGPU products, have been killed for Celestial. Its likely the only products shipping with Celestial will be IGPUs for the next generation and a half, until Serpent Lake comes out with RTX graphics tiles from Nvidia, and then never another Xe product ever again.

Didn’t somebody claim Battlemage was canceled? But they shipped it?

Post by sylware » Thu, Jul 23, 2026, 10:56 AM UTC

dismalaf wrote: post #78

sylware wrote: post #44

I wish that, but for high performance RISC-V micro-achitectures.

https://www.eetimes.com/barcelona-bsc-celebrates-tape-out-of...