Some quick thoughts on Intel's EMIB-T packaging for the new 2H27 Google TPU (Humufish). Based on my industry checks:【How to read EMIB-T's 90% yield?】1. Given Intel's track record running EMIB in mass production, hitting 90% technology validation yield on EMIB-T (still under development) is a very positive but reasonable data point.2. Intel benchmarks EMIB production/assembly yield against FCBGA. Industry FCBGA yield today is generally above 98%.3. On yield, getting from 90% to 98% is harder than getting fro ...

🔥 BIG: Alphabet $GOOG is now just 4.63% away from flipping NVIDIA $NVDA to become the world's second largest asset by market cap. https://t.co/WhW1WwysFu ...

Alphabet added a historic amount to its market capitalization on Thursday, following blowout quarterly earnings that sent the stock skyrocketing https://t.co/ybV9YSSRIW ...

🚨 BIG: Alphabet Inc. added ~$420B in market cap in a single day, putting it within 6% of overtaking Nvidia as the world’s most valuable public company. https://t.co/NGwRl6CBGE ...

Big Tech just dropped Q1 earningsMSFT ✅ META ✅ GOOG ✅ AMZN ✅All four beat analyst expectations on EPS and revenue.Trade them all as tokenized equities 24/5 on Kraken 👇https://t.co/vdqaTjit5Q https://t.co/1UJcGFxoU4 ...

Google gains 25M subscriptions in Q1, driven by YouTube and Google One https://t.co/JvT3rtfCYi ...

Gil Laurie is standing by right now. He's managing director and head of technology research at D. A.Davidson. I don't know if you've had a chance to catch your breath here, Jill. A lot of numbers crossing the wire.And I don't know, maybe you can kind of make sense of it here. Are we looking at a good thing or a bad thing right now when it comes to these four major hyperscalers. It's a good thing.And the difference in stock reactions really just has to do with how high the expectations where it looks like in ...

Alphabet reported quarterly revenue and profit that beat projections, fueled by strong growth in its cloud computing unit. https://t.co/8Ekk548JFH ...

Hi, I'm Barack Epstein, product manager at Google Cloud and we are working on manage luster. We're showing here a demo about how manage luster can be used as a KV cache. KV cache is about storing context during inferencing.So in a standard situation, you can have your uh KV cache saved to GPU or TPU to or TPU memory. But with Luster now, you can save the context into the manage Luster. Now the first time that you have the context saved may not matter but as you start to build context and you have additional ...

🇺🇸 TODAY: Hundreds of Google AI researchers are urging CEO Sundar Pichai to refuse classified US military AI contracts, per Bloomberg. https://t.co/NgbwtBQjQW ...