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Comment by timw4mail

1 day ago

To fab the CPUs...seems more plausible than anything else with Intel.

AFAIK Intel Foundry Services are the only product they can't find big customers for. Apple would be the first if they move past the sampling phase.

  • They’ve already secured Microsoft as a customer, they’ll be making the next Maia AI accelerator for Azure on 18A. Apple would be a much bigger catch for sure, but they have in fact secured one big customer.