Regarding that appetite for ever-larger caches, Intel's "smart" base tile tech might be of interest. In Clearwater Forest, the base tile (manufactured in " Intel 3") is not just a convenient substrate to mount the CPU tiles on, it also provides the I/O and cache memory.
This type of advanced packaging, made possible with EMIB and Foveros could well be
Intel's key value proposition going forward. In several ways, Panther Lake was also important as proof of concept that Intel can mount and interconnect of different types of chips (tiles) from different manufacturers and nodes.
How much of Anthropic's revenue so you think is coming from companies like Meta splurging on tokens, in internal competition for who can use the most tokens as we've seem some news come out?
Meta is likely contributing to mid single digit % in terms of overall $30B pie. The viral tweets around this account for all Meta tokens as output tokens, which is much more expensive per token. In reality, input tokens are >90% of api costs. So yeah, Meta is not a big contributor.
Regarding that appetite for ever-larger caches, Intel's "smart" base tile tech might be of interest. In Clearwater Forest, the base tile (manufactured in " Intel 3") is not just a convenient substrate to mount the CPU tiles on, it also provides the I/O and cache memory.
This type of advanced packaging, made possible with EMIB and Foveros could well be
Intel's key value proposition going forward. In several ways, Panther Lake was also important as proof of concept that Intel can mount and interconnect of different types of chips (tiles) from different manufacturers and nodes.
How much of Anthropic's revenue so you think is coming from companies like Meta splurging on tokens, in internal competition for who can use the most tokens as we've seem some news come out?
Meta is likely contributing to mid single digit % in terms of overall $30B pie. The viral tweets around this account for all Meta tokens as output tokens, which is much more expensive per token. In reality, input tokens are >90% of api costs. So yeah, Meta is not a big contributor.