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  1. Daniel Nenni

    NVIDIA will invest $5 billion in Intel’s common stock!

    It is interesting to see the resulting headlines: Nvidia's $5B Shock Deal With Intel Sends Wall Street Reeling Nvidia, Intel Deal Creates Risk for AMD, Arm Nvidia takes $5 billion stake in Intel, offers chip tech in new lifeline to struggling chipmaker (Reuters of course :ROFLMAO:) Nvidia is...
  2. Daniel Nenni

    NVIDIA will invest $5 billion in Intel’s common stock!

    Jensen said exactly that. Remember, TSMC will not package other foundry die, right now it is TSMC only due to the tight packaging constraints, which I understand completely. Intel packaging has always been open which is an advantage for Intel Foundry, for now.
  3. Daniel Nenni

    NVIDIA will invest $5 billion in Intel’s common stock!

    I thought it was a good call and the Q&A was entertaining. The pressure is definitely on for Intel Foundry customers. Just about every question asked that. I'm sure the next investor call will be the same. Lip-Bu Tan already said he would not announce a foundry customer until the ink was dry on...
  4. Daniel Nenni

    NVIDIA will invest $5 billion in Intel’s common stock!

    Q&A was the best part: Jim Cramer from CNBC asked the first Q in the Q&A. Asking about the landscape of the partnership. He asked about Nvidia using Intel Foundry. Jensen deflected. Nvidia will be a large Intel customer and resell x86 chiplets. The question about Nvidia using Intel Foundry was...
  5. Daniel Nenni

    NVIDIA will invest $5 billion in Intel’s common stock!

    Here are the current NVLink Fusion Program partners announced by Nvidia: Intel – Just announced. Qualcomm – Integrating NVLink into Arm-based server CPUs for AI data centers. Fujitsu – AI and high-performance computing (HPC) systems. MediaTek – AI and edge computing applications. Marvell –...
  6. Daniel Nenni

    China’s Showcase of AI Chip Prowess Triggers $240 Billion Rally

    The Huawei Technologies Co. booth at the World Artificial Intelligence Conference 2025 in Shanghai. (Bloomberg) -- From Huawei Technologies Co. to Alibaba Group Holding Ltd., China’s biggest tech firms have vied with each other this month to tout their latest AI chip advancements. Their growing...
  7. Daniel Nenni

    Japan Commits $3.6 Billion to Boost Micron's Advanced DRAM Production

    Japan has announced a major subsidy package of 536 billion yen (approximately $3.63 billion) to U.S.-based Micron Technology, aimed at accelerating research, development, and mass production of cutting-edge dynamic random-access memory (DRAM) chips at Micron's Hiroshima plant. This funding...
  8. Daniel Nenni

    NVIDIA will invest $5 billion in Intel’s common stock!

    Lip-Bu TanLip-Bu Tan 33 minutes ago • I am thrilled to announce a deep collaboration with my good friend Jensen Huang and the NVIDIA team to co-develop multiple generations of custom data center and PC products. We are bringing together the core strengths of our two great companies: NVIDIA in...
  9. Daniel Nenni

    US CEOs Attend UK state dinner with President Trump

    Interesting group: Tim Cook, Apple, Technology Jensen Huang, NVIDIA, Technology Satya Nadella, Microsoft, Technology Sam Altman, OpenAI, Technology Andy Jassy, Amazon, Technology Marc Benioff, Salesforce, Technology Stephen Schwarzman, Blackstone, Finance Larry Fink, BlackRock, Finance Jane...
  10. Daniel Nenni

    NVIDIA will invest $5 billion in Intel’s common stock!

    Go Lip-Bu !
  11. Daniel Nenni

    NVIDIA will invest $5 billion in Intel’s common stock!

    Intel Corporation has just released the following news: NVIDIA and Intel to Develop AI Infrastructure and Personal Computing Products Intel to design and manufacture custom data center and client CPUs with NVIDIA NVLink; NVIDIA to invest $5 billion in Intel common stock SANTA CLARA, Calif...
  12. Daniel Nenni

    Beyond HBM! HBF to Rise in the Future, NAND Stacking to Become a New Storage Driver for AI

    According to Korean media reports, Professor Kim Joung-ho of the Department of Electrical Engineering at the Korea Advanced Institute of Science and Technology (KAIST), known in Korean media as the "Father of HBM," stated that High Bandwidth Flash (HBF) is expected to become a key memory...
  13. Daniel Nenni

    TSMC Arizona: A Journey of Innovation and Collaboration

    The video highlights the remarkable journey of TSMC Arizona, showcasing its milestones from groundbreaking to grand opening. It celebrates the dedication and innovation driving this project, with voices from colleagues sharing their unique perspectives. From overcoming challenges to fostering...
  14. Daniel Nenni

    China tells tech firms to stop buying all of Nvidia's AI chips, FT reports

    100% true. Other countries are still doing business with China. I'm expecting India to build data centers for just this reason. The US will lose billions of dollars by not doing business with China directly. Cutting off semiconductors is like cutting off oil, it really is an act of war and China...
  15. Daniel Nenni

    Intel trims 2025 operating expenses outlook after Altera deconsolidation

    Intel needs less distractions and more cash... Mobileye should be next. Intel still owns 88%?
  16. Daniel Nenni

    China tells tech firms to stop buying all of Nvidia's AI chips, FT reports

    Nvidia CEO Jensen Huang Says ‘That’s Fine’ as China Ramps Up AI Arms Race With NVDA Chip Ban Jen-Hsun Huan NVIDIA's Founder, President and CEO by jamesonwu1972 via Shutterstock Nvidia (NVDA) remains in the hot seat today, as Beijing continues to take aim at the U.S. semiconductor industry. A...
  17. Daniel Nenni

    China tells tech firms to stop buying all of Nvidia's AI chips, FT reports

    Victory is ours! :ROFLMAO: Hopefully this will keep the US government motivated to invest in the semiconductor industry otherwise we will be defeated by the evil China empire! :eek: Politics sure is entertaining.
  18. Daniel Nenni

    China spotlights major data centre project using domestic chips

    China Unicom has constructed a large data center utilizing domestically produced AI chips from Alibaba and other firms, aiming to reduce reliance on foreign technology. This development occurs amid U.S. concerns over chip shipments to China. The $390-million data center in Qinghai boasts...
  19. Daniel Nenni

    China tells tech firms to stop buying all of Nvidia's AI chips, FT reports

    China's Cyberspace Administration has reportedly ordered major tech companies like ByteDance and Alibaba to halt purchases of Nvidia's AI chips. The directive includes terminating existing orders and testing of the RTX Pro 6000D. This move signals a potential shift in China's approach to...
  20. Daniel Nenni

    TSMC's back-side power supply A16 is coming soon, and Nvidia is expected to be the first to adopt it despite the high price.

    How often does post tape-out density equal estimated density from IEDM papers? Question for Fred, were development EUV systems used in production work back in the day? Or were completely new EUV systems required for production work. Also, Intel will need both EUV and HNA-EUV systems, correct...
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