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Search results

  1. A

    When will AI/ML become a serious weapon of war?

    AI/ML will become a serious weapon of war and I have doubt it is already on this path. Combined with software warfare, this will open entire new fronts that even most military strategists have not taken seriously yet. The leverage AI/ML warfare offers are to be too tempting for the major and...
  2. A

    Pat Gelsinger: Andy Grove Wisdom

    I met with one of his admins while on a holiday and learned one of his greatest attributes was an open mind and a willingness to listen to new approaches and ideas from others and helping them to execute and covert their thoughts if viable into reality.
  3. A

    The end of shrink?

    With shrink coming to an end, what's next? Are chiplets and stacking be the next stage in the semi sector? What will be the next major advancements in the semi sector? A mix of optical and electrical? Any thoughts or comments appreciated and what companies are working in new frontiers. Thanks
  4. A

    Amazon’s Vulcan Robots Now Stow Items Faster Than Humans

    Look up cube warehouses that have no people, use space and energy at an extreme efficiency. The rack structure supports the building which is like a huge vending machine of gigantic proportions. Almost ne people are required and run dark. More and more factories are able to run dark with no...
  5. A

    Are We on the Edge of Extreme Automation?

    The ability to have self-driving vehicles from cars, trucks, mining equipment to running research labs is just the beginning of a change in human history that will change everything from commerce, manufacturing, transportation, education just to name a few. The economic impact has a ability to...
  6. A

    How far can automation go? Can society handle these changes and how?

    With robotics, AI/ML, communications and knowledge in general advancing at an ever-accelerating rate, everything from research to production to sales to obsolescence are going to require the very structure of government, education, society and business to change. The useful half-life of...
  7. A

    What are the dangers of AI?

    Dan, I rode and have observed a Tesla with the latest software updates that I think aren't available to the general public. Nothing short of amazing and I have only seen one small, non-dangerous hiccup. I rode for about half an hour on full autonomous and it already puts a human driver to...
  8. A

    What are the dangers of AI?

    Paul Tudor Jones on CNBC this morning rated AI as the most dangerous threat we face. He feels it's time to develop some regulations or guard rails for the destructive capability that is only increasing. I feel this is the time to start acting to keep AI out of the hands of bad actors or...
  9. A

    What Semi company will dominate robotics?

    Excellent observation, robotics and automation of all types is only set to grow at an ever-increasing rate as robotics and AI/ML take off with ever increasing speed. A no brainer if there ever was one.
  10. A

    TSM's dominance to continue

    TSM's ecosystem of customers, suppliers, government backing has reached a point where there is no real competition at the leading edge and many other areas as they can use paid for older fabs to compete across a larger and larger share of the non-leading-edge business. I don't see any real...
  11. A

    WEBINAR: Can Intel Reclaim Its Crown in the Semiconductor World?

    With each new fab TSM builds, Intel falls farther and farther behind. All Intel can hope for is to focus on a specific area where they still sufficient resources and strength to compete. If Intel doesn't focus, soon they will have no area where they don't have significant and established...
  12. A

    WEBINAR: Can Intel Reclaim Its Crown in the Semiconductor World?

    It's the ecosystem, and this area TSM wins hands down with a lead that is almost insurmountable. I haven't heard a word on who Intel will work with both as customers and suppliers, both of which are critical.
  13. A

    China has spent billions of dollars building far too many data centers for AI and compute - could it lead to a huge market crash?

    Could the time latency severely limit the value of the Chinese data centers as distributed compute power will be the future as the cost of memory comes down and speed increases?
  14. A

    What Semi company will dominate robotics?

    Any thoughts on TSM becoming a robot builder as the closer to the task the processor is the better. Any thoughts, comments or additions on these thoughts appreciated. TSM would be able to provide a level of sophistication and expertise to have large influence on the robotic ecosystem. Maybe...
  15. A

    What Semi company will dominate robotics?

    As AI/ML take off, what company/companies will provide the processors and electronics to dominate? I feel this will become an ecosystem, where the system improves the process as it learns. What do readers think the ultimate partnerships will be the winners since mechanics and electronics are...
  16. A

    AI to run on CPUs instead of GPUs

    https://www.msn.com/en-us/lifestyle/shopping/microsoft-introduces-an-ai-model-that-runs-on-regular-cpus/ar-AA1DoCmc?ocid=msedgdhp&pc=ASTS&cvid=5abf35cc87af4f83a015ff49b405f983&ei=60 Is this real or just hype, any thoughts or comments appreciated
  17. A

    AI/ML will be weaponized, politically and for business, not if but when?

    AI/ML will be weaponized, it's not if, it's when. Just like social media spread, weaponizing AI/ML will happen and will become a branch of the world's militaries and I have no doubt it already is. The question I have is what country the leader in will be in cyberwar and when? Any thoughts or...
  18. A

    Economic Warfare, The New Tech

    Economic warfare has entered a whole new realm with AI/ML combined with advanced communications and instant results from changes in the financial markets. We have entered a whole new world where will see AI/ML and the financial markets weaponized. Any thoughts or additions to this sought and...
  19. A

    TSMC first-quarter profit likely soared but Trump policies cloud outlook

    TSM has been blessed with top end management from the founders to today, very few companies have managed to pull off such a long run of great management. Hats off to Morris Chang who skills ranged from the technical to business to politics, a very rare combination. TSM is one of my earliest...
  20. A

    Will working with AI/ML/Robotics become the dominant skill set of the future?

    With AI/ML/Advanced Robotics allowing automation of almost everything will society be able to handle the greatest disruption in human history? This trend has the power to disrupt almost every profession and trade. Just one major factor on top of this will be mining the oceans which cover most...
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