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"This investment will create thousands of jobs, provide skills training to college students and electrical apprentices, and accelerate energy affordability initiatives throughout Texas," Alphabet CEO Sundar Pichai said in a statement.
Hopefully the trade schools are gearing up for this. Prisons...
investment amid AI boom
By Juby Babu, Reuters | Posted - Nov. 15, 2025 at 7:36 a.m.
Alphabet's Google said on Friday it would invest $40 billion in three new data centers in Texas, as part of its push to expand capacity for artificial intelligence initiatives. (Carlos Jasso, Reuters)
KEY...
President and CEO of Dutch computer chip equipment supplier ASML, Christophe Fouquet, speaks as he publishes fourth quarter results, days after chip stocks were shaken by fears that efficiency advances by Chinese AI firm DeepSeek will lead to less spending on advanced chips, in Veldhoven...
Probably not. Lip-Bu will transform Intel but they will no longer be as dominant. They will certainly be relevant and innovative but not number #1. There is just too much competition from all sides and too much money to be had. Nvidia is the new Intel.
Hyperscalers are spending huge amounts of money on design versus the fabless chip or the ASIC design companies. I did a project with Google and they wrote some very big EDA/IP checks. Companies like Qualcomm and Broadcom are penny pinchers in comparison. If you want to know what the baseline...
From what I have heard it is closer to $25M than $30M. N2 has a reduced mask set versus N3. TSMC is trying to cut costs for sure.
We should hear more about this at IEDM next month. I hope to see you there again. Let's grab coffee.
Samsung Electronics has increased the contract prices for certain memory chips by as much as 60% since September, according to industry sources.
The price for a 32 GB DDR5 module reportedly jumped from about $149 to $239, while 16 GB modules rose around 50% and 128 GB modules approached $1,194...
Tim actually builds a case for Lip-Bu and IFS. Microsoft cultivated a second source (AMD) and when you build a datacenter it is not just the chip it's the system that matters. Intel Foundry is the second source to TSMC and Intel is in the systems business.
One thing Intel and Open AI do have in...
Snipets:
OpenAI has been making it rain infrastructure deals. The AI startup just dropped another $38 billion on Amazon Web Services, adding to agreements with Oracle, Microsoft, AMD, and a plethora of other deals that total over $1 trillion this year so far. But there's one company...
The funny part of this video is the crew trying to cover it up! :ROFLMAO: Clearly we do not have to worry about a Russian robot army attacking.
Russia’s first domestically produced artificial intelligence-powered humanoid robot faceplanted during its first public demonstration this week...
It is certainly possible. I remember during my undergraduate work I learned to program in LISP which was billed as an AI language. I thought for sure AI would change the world. 45 years later I am right!
It depends on the design but yes 2-3 years for a complex ASIC. If it is an iteration design like Apple does maybe half that time. Moving from TSMC to Intel might also take more time than to just stay with TSMC (TSMC N4 -> TSMC N3).
Price negotiation has always been a big part of the foundry...
The idea of using light instead of electricity to power computer chips is moving from science fiction to reality. Photonic chips, or optical processors, transmit information using photons rather than electrons. Because photons travel at the speed of light and produce virtually no heat, they...
This is good news for TSMC and Intel Foundry. Intel 18A is very competitive with TSMC N3 and fab shells are ready and waiting for wafer agreements. I really think Lip-Bu has his choice of the top ten TSMC customers for partnerships moving forward. The NOT TSMC market is ready for a rebound...
Liang-rong Chen
Tech Taiwan
Nov 13, 2025
The AI prophet gets nervous.
Here’s what I observed after sitting just a few meters away from Jensen Huang and TSMC executives during their two-hour dinner: the so-called AI Prophet isn’t just hyper-energetic in front of the media — he’s exactly the...
LAS VEGAS, November 12, 2025 –Tachyum® today announced details and specifications for its 2nm Prodigy® Universal Processor, which will enable AI models with parameters many orders of magnitude larger than those of any existing solution at a fraction of the cost.
Prodigy Ultimate provides up to...
