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It's not entirely clear what he's talking about, but we can guess. Intel is in the top three in terms of revenue, but not even in the top ten in terms of market cap. Years of losses have left it with a valuation just half that of key competitor AMD.
AMD of course spend years in the doldrums before starting a spectacular path to recovery in 2017 with the introduction of the Zen family of CPU cores.
Or did I? Anyway, I ran into this item from last month while going through the above news.
Zen 6 server CPUs will bring up to 16 channels of DDR5-12800 memory using MRDIMMs - so more than 2.5x Zen 5's current bandwidth, plus 128 lanes of PCIe 6.0 for I/O. And 256 cores.
They're scanning your recycling and feeding the data into AI.
Which seems more reasonable to me. If you're putting stuff into the recycling bin that can't be recycled, that's more of an active nuisance than sending stuff to landfill that might have been recycled.
LPDDR6 starts out at the same clock speeds as current LPDDR5X, but is effectively 50% faster by virtue of being 50% wider - the channels are now 24 bits wide rather than 16.