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timw4mail | 3 months ago

To fab the CPUs...seems more plausible than anything else with Intel.

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bigyabai|3 months ago

AFAIK Intel Foundry Services are the only product they can't find big customers for. Apple would be the first if they move past the sampling phase.

turtletontine|3 months ago

They’ve already secured Microsoft as a customer, they’ll be making the next Maia AI accelerator for Azure on 18A. Apple would be a much bigger catch for sure, but they have in fact secured one big customer.