Intel just delayed another major near-term server project, this one is going to hurt. SemiAccurate has multiple sources confirming this new delay and none are optimistic about the new schedule.
This new delay is for cause and is not related to any of the previous delays like our exclusive reveal of Cooper Lake’s knifing. What’s worse is that the new schedule seems to be tailored to fit public PR statements by key executives rather than being realistic. To us this is more worrisome than the delay itself, we honestly hope Intel isn’t backsliding into the pre-Murthy/Raja/Keller days of questionable internal messaging. In any case, on with the news.
Note: The following is for professional and student level subscribers.
Disclosures: Charlie Demerjian and Stone Arch Networking Services, Inc. have no consulting relationships, investment relationships, or hold any investment positions with any of the companies mentioned in this report.
Charlie Demerjian
Latest posts by Charlie Demerjian (see all)
- A few more details about Nvidia’s N1 and N1X SoCs - Apr 15, 2025
- Is Someone Looking To Acquire SiFive? - Apr 2, 2025
- SemiAccurate Acquires AnandTech - Apr 1, 2025
- Hollyway Shows Off A Well Thought Out Drone System - Mar 24, 2025
- Nvidia Vera Has An Interesting Twist - Mar 19, 2025