“Former Intel researchers founding a startup with plans for high-bandwidth memory on-package with 352 AMD Zen 4 cores.”
When Intel’s best engineers leave to build something else, pay attention. 352 Zen 4 cores with HBM on-package. That’s datacenter hardware, not consumer chips. The play is clear: Intel is too slow, AMD is too conventional, and there’s room for something purpose-built. Whether they can execute is another question.