* Posts by pimppetgaeghsr

295 publicly visible posts • joined 15 Mar 2022

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Chipmaker GlobalFoundries acquires chip designer MIPS

pimppetgaeghsr

Changing hands like lube at an orgy.

Microsoft kicks off new fiscal year with more layoffs

pimppetgaeghsr

Way too many layers in companies these days. Way too many karens and jobsworths. ZIRP is long gone. Time to face reality.

Chip design is a RISC-y business: Codasip puts itself up for sale

pimppetgaeghsr

Codasip up for sale, Imagination up for sale. Many others in limbo.

Sounds like it's a buyers market as Private Equity now looks to cash in its profits after years of running on fumes and gross cuts over the past 3 years only to find they have added absolutely no value to the fundamental business. Notice all these companies have a completely out of touch generation at the top looking to also enter a comfy retirement.

The dildo of consequences doesn't seem to be arriving lubed.

What will UK government workers do with an extra 26 minutes a day?

pimppetgaeghsr

Now now, we can't just cut out 20 hours of meetings a week, then we'll never be able to figure out why we're running at 50% capacity instead of the idealised 80%.

Barclays Bank signs 100k license Copilot deal with Microsoft

pimppetgaeghsr

Re: hate to say this.....

That's what GenAI has been about, the 10 step backwards that race-to-the-bottom practices gets you offset by the 1 step forwards that these models bring to worker productivity. And the entire thing is propped up as it's bringing in so much investment and dumb money. Never has an engineer been asked if they want and use these tools, yet they all magically appear around about the time contracts are negotiated with SW/Service vendors.

pimppetgaeghsr

I'm guessing there are a lot of SWE in this site, naturally. Have any actually found any use for Copilot? I've seen the usual busybodies in work all try to be seen to use it, but they haven't gotten any better, they just push more crap than usual. Also with the competency crisis is this GenAI not just seen as a quick way out? If we're bringing these models internally isn't the model just going to be trained on crap?

In hardware verification all the EDA vendors are claiming you can use these models to better make decisions about planning and strategy. Yet their performance numbers are all based on tiny simple pieces of oven ready IP. Not a massive scale modern SoC.

Chip designers latest casualties in US-China trade war

pimppetgaeghsr

All these people have been saying for 10 years China would catch up within 2-3, you know, the last ¬10 years of the trade war with Trump and Biden. Yet here we are. Whilst China may have a massive middle-class I don't think even western companies would be able to make EDA tools if they had to start from scratch again, all that knowledge is long retired and acquired and commoditised. I also doubt the autocratic culture in China is going to bode well with technology and innovation. It is built within an exclusive ecosystem and decades of development with TSMC and other various foundries. It's hard to innovate with a gun pointed at your head or the threat of re-education for you and your family and virtually no credit given if you manage to succeed. When you promote only party loyalists you get the likes of Soviet era imcompetence. Thankfully they don't have any RBMK reactors.

What's more is the mass influx of Chinese students I saw in the 2010s in universities. They were all heroes of the new China state, here to poach our best academic knowledge and transfer it to China, always a ring-leader monitoring them all closely, ensuring they don't use social media or socialise outside their Chinese-national bubble. Well, everything is now under lock and key under the guise of cyber-security in semidonductor companies, and Chinese nationals aren't allowed near it. Try getting access to TSMC libraries today, and you need to be approved by hand and their data server if local has to be under surveillance constantly if you want TSMC to even consider to work with you.

Jury spares Qualcomm's AI PC ambitions, but Arm eyes a retrial

pimppetgaeghsr

And we wonder why this industry is so stagnant.

SoftBank buys server-grade Arm silicon designer Ampere Computing

pimppetgaeghsr

ARM has bought a lot in this space and hired too, the entire industry now seems to be aware this venture has turned rancidly toxic internally with little planning from the hubristic leaders that Cambridge now offers as they are way out of their depth.

Trump eyes up to 100% tariffs on foreign semiconductors, TSMC in crosshairs

pimppetgaeghsr

Re: Rubbish!

Which in turn reduces demand and revenues for those selling. Hurr durr orange man bad though.

DeepSeek isn't done yet with OpenAI – image-maker Janus Pro is gunning for DALL-E 3

pimppetgaeghsr

TikTok?

pimppetgaeghsr

Re: Scepticism

Generating nonsense is correlated with stock price.

Model performance does not equal business performance. That seems to have gone out the window.

China's DeepSeek just emitted a free challenger to OpenAI's o1 – here's how to use it on your PC

pimppetgaeghsr

Re: Nvidia stock price is sinking this morning

If it could be trained on a toaster, how would that be bullish for NVDA.

UK unveils plans to mainline AI into the veins of the nation

pimppetgaeghsr

Re: This is what you get

Who's deploying and testing the AI?

Microsoft tests 45% M365 price hikes in Asia-Pacific to see how much you enjoy AI

pimppetgaeghsr

Those capex expenditures aren't going to pay for themselves, any AI pessimist saw this coming way back. You WILL pay for the AI, you WILL comply.

3Blue1Brown copyright takedown blunder by AI biz blamed on human error

pimppetgaeghsr

Re: More to the point

What AI startup does?

Ireland fines Meta for 2018 'View As' breach that exposed 30M accounts

pimppetgaeghsr

Re: Greed vs. Greed

5c on the dollar is a good rate for a government.

pimppetgaeghsr

Should keep those repurposed hotels going for another couple of years.

SoftBank pledges to pour $100B into US, create 100,000 jobs in Trump's second term

pimppetgaeghsr

Re: "SoftBank is known to be trying to capitalize on the ongoing AI boom."

False economies like Cloud gaming will magically make a comeback I'm guessing.

pimppetgaeghsr

Re: Did the $50B happen?

ARM has netted him $100billion so far on paper at least. He did sell NVIDIA in 2018 though.

pimppetgaeghsr

SP500 sell signal.

Cost of Gelsinger's ambition proves too much for Intel

pimppetgaeghsr

It's true. People don't realise Intel have fallen behind by several generations, not just lost their lead in the current gen. They are completely done. Just split out the fabs and let uncle sam prop it up and let products compete with AMD/NVIDIA through TSMC

pimppetgaeghsr

The best way to make a good idea at ARM is to take what customers/competitors already did 5 years ago and present it as your own idea, get 10 layers of committees to approve the idea in endless circles, have your manager make your case for promotion and once it's ready to implment move departments and start again once the promo comes through in april.

pimppetgaeghsr

Now tally up how much they have forked out in dividends over the past 15 years. How much of that could have been spent on the cutting edge? GPUs, compute hyperscalers and a foundry service?

pimppetgaeghsr

Doesn't really matter, from what people tell me in industry it's a shell of a company, most of the 10% talent that is critical to an organisation is all gone to Apple/Broadcom/NVIDIA/AMD and now it's a slow painful death as brown nosers, MBAs, accountants and whatever sorry individual remains squeezing the last bit of juice out of the decaying fruit. The upper management echelon thinks it's just a matter of getting the right man for the job to turn the company back to prosperity since they overvalue their own contributions and necessity but culturally the company is already dead, it's attempts at mobile, GPU, and now unable to stop making faulty CPUs prove it. Financially it will take a bit longer and a few bailouts, but it's done.

SoftBank buys struggling UK AI chipmaker Graphcore

pimppetgaeghsr

I think that horse has bolted given their attrition since the big names started writing down their investment. Still no job openings on their website.

pimppetgaeghsr

Hearing reports employees will get nothing for their shares. I hope saying "AI" can pay rents in Bristol and Cambridge or you will have a very demotivated workforce on your hands.

pimppetgaeghsr

Because it isn't that good, and if it is, by the time you can use it your competitors on CUDA have reached scale.

Keir Starmer says facial recognition tech is the answer to far-right riots

pimppetgaeghsr

Re: Only for the Far Right

Doesn't fit the kalergi plan.

pimppetgaeghsr

Maybe flooding the the UK with immigrants just to get a fraction fo a % of GDP growth at the expense of the entire country was a bad idea the past 27 years.

France poised to bring 'charges against Nvidia'

pimppetgaeghsr

It's the corporate equivalent of doing so well at an online game people report you for cheating.

Arm chief exec scored $70M in New York IPO bonanza

pimppetgaeghsr

As long as executives are getting rich by being in the right place at the right time we can all sleep at night.

pimppetgaeghsr

Re: Overenthusiastic colonial adventurism from El Reg.

Nothing more than address to put on letterheads when sending court papers for alleged IP infringement or anti-competitive practises.

Study finds 268% higher failure rates for Agile software projects

pimppetgaeghsr

Re: A project being agile

I noticed you logged 3h against a jira task that only had 2h remaining, I have noted the discrepancy and it will appear in your annual review of which I am one of the few people capable of providing feedback on. Enjoy.

pimppetgaeghsr

Re: Just maybe?

If those folks were redundant the entire lower middle class would collapse, housing would reduce back to normal levels and inflation would setlle. We can't have that.

pimppetgaeghsr

Re: Just maybe?

Because current tech is polluted with accountants and project managers whose only role is to gatekeep engineers work to necessitate their existence. How many committees can you think of in your own organisation right now who conveniently keep their calendars full of meetings to appear present and useful in?

Apple crushes creativity and its reputation in new iPad ad

pimppetgaeghsr

Re: Crushing Human Creativity

Does that apply to them stealing all of Imagination Technologies graphics IP?

Imagination licenses RISC-V CPU cores for smart TVs, IoT, embedded stuff

pimppetgaeghsr

The "apparently" here is giving off mild alarm bells with reference to the PPA. Sounds like a product manager marketing product requirements than anything actually deliverable by an engineering team suffering from acute attrition as the sun sets on the recent RISC-V wave and the dumb money flocks to whomever says "AI" enough.

pimppetgaeghsr

Re: There's a lot to be said for dumb

That IQ is considered smart relative an imgtec senior leader currently though.

UK businesses shockingly unaware of how to handle security threats

pimppetgaeghsr

It's been quite visible to me for quite some time. All the security professionals seem to just walk into very highly paid jobs due to a lack of qualified people in that niche field, it's impressive and a lot have converted to that career path in recent years. Still, it only seems to improve companies abilities to figure out they have had security incidents retrospectively. I think a lot of legacy companies (so most of the UK economy) would rather just not hire security folks and pretend all is well.

SiFive is back with another 64-bit RISC-V dev board – hopefully

pimppetgaeghsr

Few of which will ever have enough allocated capital. Most RISC-V startups are just hoping to get acquired.

Arm CEO warns AI's power appetite could devour 25% of US electricity by 2030

pimppetgaeghsr

Good one Rene, keep that stock price inflated.

IBM CEO pay jumps 23% in 2023, average employee gets 7%

pimppetgaeghsr

BoomerCorp

Dutch government in panic mode over keeping ASML in the country

pimppetgaeghsr

Re: The deindustrialisation of the West

Or perhaps it is just democracy. You can't argue with masses of people willing to vote against their own best interest.

Brit chip industry wonders if UK budget will put its money where its silicon is

pimppetgaeghsr

Wasn't the UKs response to the semiconductor landscape, and in a desperate bid to compensate for letting ARM be sold off, to install a group of Tory-boys on the EMB of Imagination Technologies when the Chinese investment firm that owns it tried to initiate a hostile takeover.

Reddit rolling out AI bouncer to halt harassment

pimppetgaeghsr

The whole site is under lock and key anyway. I guess they are rolling out the jobsworth mentality to specific comments.

I suppose they only need a few bots to make the engagement seem organic at this point anyway.

Now OpenAI CEO Sam Altman wants billions for AI chip fabs

pimppetgaeghsr

Softbank are interested? Surely that signals the peak.

eBay tells 1,000 employees their days at company are numbered

pimppetgaeghsr

I'm surprised they even had 1000 employees.

Israel to plow $3.2B into $25B Intel fab project

pimppetgaeghsr

Re: Waste

And when we open the fabs those pledges to protect Taiwan won't be honoured.

China's GPU contender Moore Threads reveals card that can cope with Nvidia’s CUDA

pimppetgaeghsr

University education won't matter for making chips. They are being trained in our semiconductor companies from Apple to ARM to the chinese companies being supplied with arch licenses by ARM/Imgtec etc. to develop CPU/GPU. The political situation may prevent those employees from going back to China and working at gunpoint I suppose but I'm guessing there are only going to be increasingly ridiculous job offers for those folks once all the IP has been scooped up and China can decouple itself.

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