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To: rzborusa who wrote (43237)10/21/2021 5:47:49 PM
From: rzborusaRead Replies (1) | Respond to of 60125
 
Tim @UBS, Margins v. ccapex depreciation etc

Ans: Spending for capacity deficit, need. Nodes being worked in parallel. Node compression, better margins bla bla



To: rzborusa who wrote (43237)10/21/2021 6:04:25 PM
From: Joe NYCRead Replies (1) | Respond to of 60125
 
Intel Cloud is - cloudy

Dylan points out the lead time for Milan and NVidia A100 is 20+ weeks and nobody wants Intel stuff...