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Comment Re:well yeah (Score 1) 56

Amongst those applications were undoubtedly a bunch of systems that are literally the mobile network itself...

Yes, yes, yes. Thing is, there was a clear lack of urgency here. The timelines you cite are for your case, and whatever requirements, budgets and deadlines you suffer. T-Mobile made a bad bet in 2008, and the writing has been on the wall for years now, and viable alternatives have been available at least as long. Were T-Mobile competently managed, they certainly had the means to meet the necessary deadlines. Instead, they made yet another bad bet trying to litigate against pirates.

The correct bet today is container orchestration and open-source based virtualization tools that aren't at the mercy of inveterate rent seekers. There are many ways to skin these cats, and the fact that T-Mobile has slouched into its current unfortunate position is entirely T-Mobile's fault.

Also, the argument that only "two calls" where made and, therefore, a team of 20 people is somehow ridiculous is specious. Support contracts at this scale involve far more than picking up a phone during business hours, and Broadcom will have absolutely no difficulty poking that argument full of holes.

Comment Re:Don't look! Don't look! (Score 1) 79

What a weird ... hey, wait, I think I figured it out!

You're looking at it from the point of view of the bank robber, aren't you? (Instead of from the point of view of all the people who didn't rob the bank but still somehow had their locations leaked to the government.)

Did I guess right?

Comment Re:IBM has been making big promises (Score 1) 111

Just little old me. This is a big deal. The density increase here is basically Moore's law surviving another decade, with all that that implies. The zdnet puff piece annoys me. ASML is only mentioned in passing. The truth is ASML is right at the heart of this: it's their machine. And that's not me blowing ASML's trumpet: the story is the deeper relationship going on here. The Albany site is basically the US government (successfully) using IBM as their domestic lab operator to facilitate US strategic prerogatives with regard to frontier lithography, which secures US dominance over EUV tech dissemination for many years to come. The reader sees none of this in this zdnet tripe.

When you understand the back story, the future stories make sense. When the US tells ASML to whom they will and won't be selling equipment, and ASML quietly obeys, understanding this stuff means it won't be lost on you why an EU company bends the knee. This is why China can't make iPhone chips or NVidia GPUs, and that this situation is going to persist for years to come because of what's happening right here. Further, it puts the lie to all the yap about the US "falling behind" and failing because "capitalism" and some mythical abhorrence for "public-private" partnership, etc. The US does all of that, and it does this at least as well as everyone else.

Comment Re:IBM has been making big promises (Score 5, Interesting) 111

But what has IBM actually delivered in any of these areas in recent years?

A great deal. IBM licenses, partners and consults with semiconductor manufacturers globally, and runs a thriving IP business from their huge R&D facility in Albany, NY. Samsung, Rapidus, AMD, ST, SMIC and others are all paying for IBM tech in recent deals. GlobalFoundries bought out IBM Microelectronics for IBM's 300mm tech. IBM is among the most prolific patent filers in the world.

The real story here is this: ASML has a new machine for a new process node. ASML is obligated to perform much of their R&D in the US due to strict export and technology sharing agreements with the US government. IBM operates huge, world class R&D lab in Albany, heavily subsidized by the state and US government. The new process that this story is about is really IBM working as an R&D partner with ASML to refine the process and get it ready for commercial operation.

In a few years, when they get the yields to something plausible, ASML customers will buy the new machines, and IBM will be in the room, taking their cut for IP, consulting, support etc.

Comment Small efficiency gain in the assembly line (Score 2) 18

I'm imagining devices going by a conveyor belt, and a worker with a wirecutter is making a brief snip on each of the devices as it travels by.

The boss walks up, and the snipper guy asks "Is it true? Is the customer canceling?"

The boss briefly nods but then shakes his head. "Yeah, they're canc--no, I mean they still want the devices. They just don't want the snipping anymore. They say go ahead and leave the warrant-detection-and-lookup circuit live."

"Good. I never really understood what I was doing here. They're still weren't required to check the sensor anyway, so why disable it?"

The boss explained, "so we could charge them for the snipping."

Comment Just another reminder of the upcoming auctions (Score 2) 127

There's no way to interpret these costs, that nobody is ever going to be willing to pay, as a reminder that soon these companies are going to be bankrupt.

Every time I see an AI story like this, it makes me realize I really have no idea what the AI bubble hardware is actually like, and how it might be used after auction.

A few months from now you might find yourself at an auction where 4TB of faster-than-anything-you-have RAM might be for sale for $80, but of course it won't be in the usual DIMMs that any of your existing mobos can use, will it? What will it be, and how do we best exploit it?

Comment Re:Would a Spar be Repairable? (Score 1) 61

Replaceable? No. Reparable? Depends on the extent, but even that's hard: the wings are full of hardware, and if you have to spend a year and invent a process for dismantling everything to get at the damage, it becomes financial infeasible. Even if you pull it off, you have new inspection requirements, operational limitations, etc.: it's not the same revenue generating plane after something like this.

There is a lot at stake. Emirates operates these with over 500 passengers. If that manifest burns to death on takeoff because a wing folds there will be hell to pay.

Comment Re: Bygone days. (Score 1) 64

Republicans lost two presidential elections, 2008 & 2012, due to running conservative candidates. So they gave up and became a further-left party. Now Obama looks like a relative conservative .. but Clinton & Harris look conservative _too_.

Voters are insisting on left-wing presidents, with the exception of Biden because the initial leftist shock of Trump pt1 was too much to absorb.

Comment Re:Vizzini (Score 1) 78

I think the end state of all this looks like game cartridges. If people could buy the weights of a frontier quality model in a high density, high speed ROM that ran locally plugged into an PCI-E or M.2 slot, all you would need then is a reasonably fast tensor processor with a little RAM for context. This is possible, and there is even a company (Taalas) with an early product. They have an online demo that is crazy fast.

You would buy one and use it for some time, probably years, and then discard it when the value of some newer version makes sense to you.

Comment Re:The Eagle (Score 1) 52

Yeah, I had the eagle toy as a kid and there's vertical thrusters on the underside. What do you think blew out all that "dust" from the landing pad when they launched? The whole design was really well thought out and my only issue, as another poster here made, was there doesn't appear to be a place where the fuel was kept at.

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