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I interviewed an executive from Cerebras a while back and I asked him how many cores they had on the die/wafer. The said they would guarantee x amount of working cores but would not say how many and I asked multiple times. If only half of the cores work why brag about using the whole wafer?
Not at all. Intel has an M&A team and lawyers that do the work. The same thing happened at Cadence. A couple of the companies Cadence acquired had Walden Ventures inside. Hopefully the M&A team does their job. I did an acquisition with Cadence and their team was very good. Siemens has the best...
Samsung Teams With NVIDIA To Lead the Transformation of Global Intelligent Manufacturing Through New AI Megafactory
https://news.samsung.com/global/samsung-teams-with-nvidia-to-lead-the-transformation-of-global-intelligent-manufacturing-through-new-ai-megafactory
Go Jensen! We need more AI...
That is my understanding. As an early investor LBT knows this company intimately thus he knows the team, product, and market. Plus, there is a lot of back scratching in this business:
SambaNova Investors:
SoftBank Vision Fund 2
Temasek
GIC (Singapore sovereign wealth fund)
BlackRock
Intel...
The massive infrastructure build‑out driving artificial intelligence shows no sign of slowing down. Companies such as Microsoft, Meta Platforms, Amazon and Alphabet are pouring hundreds of billions of dollars into data‑centers, next‑gen chips, power and cooling systems to meet surging demand...
I have a friend at a Bill Gates funded nuclear start-up and he says yes and much safer. It is certainly low carbon. Hard to believe but the US still burns coal for electricity which certainly is not clean. Not as much as China or India though. The mega AI datacenters we are building consume low...
U.S. chip-maker Intel Corporation is reportedly in early-stage talks to acquire AI-chip startup SambaNova Systems, according to sources cited by Bloomberg News. The potential acquisition would mark a strategic push for Intel into the growing artificial-intelligence hardware space, after previous...
There is no reason for them to do it. Zero. TSMC can build packaging facilities in concert with fabs so this should not be a choke problem. Materials might be a problem but manufacturing capacity will not. Who better to know packaging capacity needs than the company who will manufacture the...
Cutting edge AI generated news. :ROFLMAO:
Tech in Asia (YC W15) is the largest English-language technology media company that focuses on Asia. From the latest news to the hottest trends and the boldest startups to the strongest titans, we cover everything tech in the region. Our goal is to...
Nvidia has gained exclusive access to TSMC’s upcoming A16 semiconductor process, according to reports. The two companies are now running joint tests on the A16 process, which features nanosheet transistors and Super Power Rail technology. Nvidia is expected to use the A16 node for its...
A casual photo of Nvidia CEO Jensen Huang sharing fried chicken with the chiefs of Samsung and Hyundai has gone viral in South Korea, offering a glimpse into his unusual status as both a tech titan and pop-culture icon. The image, taken during Huang’s recent visit to Seoul, shows him seated...
The artificial intelligence boom is fueling a historic surge in technology valuations, pushing several major firms past the trillion-dollar threshold and sparking record investments in semiconductor companies. Nvidia, the undisputed leader in AI accelerators, has become the face of this new era...
- Q3 chip profit up 80% to highest in over three years
- Latest HBM chips go to 'all' customers, suggesting Nvidia supply
- Chip shortage expected to persist into next year, Samsung says
- Samsung shares rise as much as 5.3%
Samsung Electronics is ramping up production of its most advanced...
22nm business traction remains robust and well positioned for future growth
Third Quarter 2025 Overview:
Revenue: NT$59.13 billion (US$1.94 billion)
Gross margin: 29.8%; Operating margin: 18.8%
Revenue from 22/28nm: 35%
Capacity utilization rate: 78%
Net income attributable to shareholders of...
OpenAI CEO Sam Altman has unveiled an audacious plan to transform the company into a trillion-dollar AI powerhouse, backed by a sweeping corporate restructure designed to chase unprecedented scale. Altman said OpenAI aims to deploy up to $1.4 trillion in infrastructure investment, expanding its...
By Tal Horowitz
Everyone thinks Intel is making a comeback. They're wrong.
While tech media celebrates Intel's 18A process and government bailouts, I spent months researching what's really happening between Lip-Bu Tan and C.C. Wei - two CEOs locked in the most consequential corporate battle of...
