Cheese

Clearwater Forest will use 3D Construction (Foveros Direct 3D + EMIB 2.5D) and Glass Substrate , this is first mass-produced chip with Glass Core in JAN 2026

Clearwater Forest will use 3D Construction (Foveros Direct 3D + EMIB 2.5D) and Glass Substrate , this is first mass-produced chip with Glass Core in JAN 2026

“if 64 bit is so good then why don’t we have 65 bit architectures” We kinda do, actually. Just mostly as hardware, not pointers. Intel Itanium’s general purpose registers were 65 bits; the last bit was known as a NaT flag. NaT stood for “not a thing”, which was a really interesting way of handling speculative execution. Basically NaT was a poison flag to say “hey this result might be garbage we’ll deal with it later”. Today we don’t really think about it, modern CPUs basically do all of their speculation in hardware…and throw out incorrect guesses without any user awareness. Itanium was essentially a bet that with enough primitives exposed compilers *might* be able to make better decisions at compile-time (versus say, hardware guessing at runtime). A (very) simplified way of putting it, is that on x86 you’re getting constant micro-stalls that the hardware deals with (…die space penalty), where *hypothetically* Itanium with a perfect compiler had no micro-stalls …but really, really bad macro stalls (NaT recovery is a sloooow software fix). Turns out, it was really difficult to write compilers that kept Itanium’s pipeline fed with anything that looks like a normal OS. But, it’s really interesting to see the general idea of “compiler handles the scheduling” coming up again with Cerebras (and arguably, the whole accelerator space)! We’ll see how it pans out… (Itanium was lovingly referred to as the “Itanic” by many)

320 cores of AMD Turin, 640 hyperthreads.

Bloomberg interview with Nvidia CEO Jensen Huang, on the Vera CPU Plan: "For the very first time, we're going to be offering Vera CPUs. Vera is such an incredible CPU. We're going to offer Vera CPUs as a standalone part of the infrastructure. And so not only, not only can you run your computing stack on NVIDIA GPUs, you can now also run your computing stack, wherever their CPU workload, run on Nvidia CPUs... ""Vera is completely revolutionary...Coreweave is going to have to race if Coreweave's going to be the first to stand up Vera CPUs. We haven't announced any of our CPU design wins, but there are going to be many."

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