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  1. Daniel Nenni

    Opinions split over AI bubble after billions invested

    (Reuters) — Companies announcing multi-billion-dollar investments in artificial intelligence have sparked debate over whether the sector is entering a bubble reminiscent of the dot-com boom. Investors are increasingly cautious, watching for signs that AI demand or returns might not justify the...
  2. Daniel Nenni

    Stores Converted to Giant Vending Machines

    Interesting, the self checkouts at local stories are being scaled back due to theft. Personally I prefer doing it myself but it should come with a price break since I am doing the work of two people (checkers and baggers). Instead they make me pay 10 cents for each bag I use. I bring my own bag...
  3. Daniel Nenni

    Automating Air Traffic Control Systems, WHEN

    Let's hope they can! Why AI can’t replace air traffic controllers The air traffic control tower at Ronald Reagan Washington National Airport in Arlington, Virginia. Saul Loeb/AFP/Getty Images Editor’s Note: The views expressed in this commentary are solely those of the writer. CNN is...
  4. Daniel Nenni

    THE SEMICONDUCTOR SURVIVAL BATTLE Part 1 of 5 Lip-Bu Tan (Intel) vs. C.C. Wei (TSMC)

    Not all companies, just the ones who could not do what they signed up to do. TSMC got their money, yes?
  5. Daniel Nenni

    Intel shifts assembly and testing to Vietnam, plans tech talent recruitment

    How does this help make America great again?
  6. Daniel Nenni

    Trump on 60 Minutes

    I just watched the whole thing. Wow. I had always said I would not vote for a president older than 65 and I stand by it. If you are a Captain for United Airlines you are retired on your 65th birthday. POTUS and all politicians for that matter should be the same, absolutely. NORAH O'DONNELL: The...
  7. Daniel Nenni

    I think Substrate is a $1 Billion Fraud: Part 1

    Any idea how much the Theranos board was paid? Money does sway opinions…
  8. Daniel Nenni

    Trump on 60 Minutes

    In a new interview on 60 Minutes, President Donald Trump declared that China and other foreign nations would be barred from accessing Nvidia’s most advanced AI chips, such as those in the company’s flagship Blackwell series. Trump stated, “The most advanced, we will not let anybody have them...
  9. Daniel Nenni

    ANALYST INSIGHT: Why Intel Foundry Matters More Than You Think

    The lack of IFS clients was due to the PDK and Intel's lack of customer collaboration. Lip-Bu will not make this mistake. Lip-Bu knows how important collaborative PDKs are and has already fixed this process. The most recent 18A PDK is comparable to TSMC N2 and customers will come. A few already...
  10. Daniel Nenni

    ANALYST INSIGHT: Why Intel Foundry Matters More Than You Think

    An Intel Xeon 6+ server chip, code-named Clearwater Forest (Credit: Anshel Sag) There’s been no shortage of talk about Intel’s prospects as a company, with even more talk about the future of Intel Foundry. This is especially true after the official announcement of the Intel 18A process node...
  11. Daniel Nenni

    I think Substrate is a $1 Billion Fraud: Part 1

    Dylan may have a good team now but he was alone for the first few years and he was selling snake oil (my opinion). We worked with him a bit in 2021/2022 but his lack of experience showed through so we did not continue. The straw that broke the camels back per say was when he called TSMC a drug...
  12. Daniel Nenni

    I think Substrate is a $1 Billion Fraud: Part 1

    SemiAnalysis is an LLC registered to Dylan Patel, who also does not have academic or professional semiconductor experience so what exactly was Substrate paying him for as far back as 2022? This is pretty strong language from FCR. Someone may have an axe to grind here: - The founder is known...
  13. Daniel Nenni

    Intel in talks to acquire AI chip startup SambaNova, Bloomberg News reports

    I agree. Never bet against Lip-Bu. According to Grok SambaNova's current value is $2.1B with revenues of $75-165M. It will be interesting to so how this pans out. I still say it is about the team and putting the products through the Intel channel. Intel has a very strong sales channel.
  14. Daniel Nenni

    Intel in talks to acquire AI chip startup SambaNova, Bloomberg News reports

    Is SambaNova revenue above $100M yet? Has anybody heard? Must be nice to have a $5B valuation with $100M in revenue. :cool:
  15. Daniel Nenni

    Intel in talks to acquire AI chip startup SambaNova, Bloomberg News reports

    Or maybe because the SambaNova Chairman is also the CEO of Intel? :ROFLMAO:
  16. Daniel Nenni

    I think Substrate is a $1 Billion Fraud: Part 1

    Did I understand this correctly, is Dylan Patel of Semianalysis part of the fraud? I can't wait until part II.
  17. Daniel Nenni

    I think Substrate is a $1 Billion Fraud: Part 1

    Part 1 of an investigation into Substrate, a semiconductor firm that has garnered a lot of attention in recent weeks. Fox Chapel Research (Note: this entire post is my opinion) Oct 30, 2025 “Substrate” has been in the news for, allegedly, coming up with a way to make computer chips for much...
  18. Daniel Nenni

    Nvidia’s New Product Merges AI Supercomputing With Quantum

    Nvidia has unveiled NVQLink, a groundbreaking architecture that merges AI supercomputing with quantum computing, marking a major step toward hybrid computing systems. The new platform connects Nvidia’s powerful GPU-based AI systems directly with quantum processors (QPUs), enabling them to work...
  19. Daniel Nenni

    Intel in talks to acquire AI chip startup SambaNova, Bloomberg News reports

    My bet would be IFS. Intel has to fill those fabs. It will be interesting to see how many of Walden Ventures chip company investments move to IFS.
  20. Daniel Nenni

    Intel in talks to acquire AI chip startup SambaNova, Bloomberg News reports

    True. I have only been involved with < $100M deals. Lip-BU is smart and very M&A experienced, I'm sure he has this all ironed out. Seriously, never bet against the man.
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