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Agreed, well worth an IPO. Elon Musk will be a trillionaire? He owns 40%+ of the shares and controls 80% of the voting rights. Amazing!
Hopefully he starts putting this extra money to good use. It just seems like the world's billionaires could solve world hunger. That would be a great place to...
SpaceX's most recent financials, which have not been previously reported, led some banks to estimate that the company could raise more than $50 billion at a valuation exceeding $1.5 trillion, said the people, who asked not to be named to discuss private conversations.
SpaceX's next-generation...
Nvidia CEO Jensen Huang interacts with supporters before a dinner he host with Taiwan tech CEOs in Taipei on Jan. 31. (Reuters)
TAIPEI--Nvidia CEO Jensen Huang praised and lightly cajoled his major Taiwanese suppliers to produce more to help power strong demand for AI, capping a visit to the...
The company claims it’s a cheaper and more environmentally-friendly alternative to land-based centers.
SpaceX has filed a request with the Federal Communications Commission to launch a constellation of up to 1 million solar-powered satellites that it said will serve as data centers for...
Intel logo. /AFP-Yonhap
Amid a persistent semiconductor shortage driven by surging artificial intelligence (AI) demand, U.S. chipmaker Intel has reportedly secured some of the production volumes that Taiwan Semiconductor Manufacturing Co. (TSMC), the world’s largest foundry, cannot handle. This...
Nvidia, Amazon and Microsoft in talks to invest up to $60 billion in OpenAI: Report
Big Tech doubles down on artificial intelligence as Nvidia, Amazon and Microsoft weigh massive investments in OpenAI amid soaring AI costs and intensifying global competition
Nvidia, Amazon and Microsoft in...
A view shows a Tesla logo at a charging station in Mumbai, India, August 4, 2025. (REUTERS/Francis Mascarenhas/File Photo)
By Akash Sriram and Abhirup Roy
Tesla said on Wednesday it will invest $2 billion in CEO Elon Musk’s artificial intelligence company xAI – and that production plans for its...
Au contraire, I think the NOT TSMC market will be bigger than ever. I credit Lip-Bu Tan. People trust him, he can do big deals, the man is a class act.
The foundry business needs competition, everyone knows that, right? Is there anyone that does not know that? It is not just pricing and...
From what I see today AI will be a job shift similar to what spreadsheet did. Lots of people said Excel would kill jobs but what it really did is make us all a lot smarter. AI will do the same only on a much larger scale. The world really needs AI, the world needs to be smarter so desperately...
There is definitely a lot of that going on. We used to call it all chiefs and no Indians but that is probably not politically correct now. One company I worked with said that if you are not laying off 5% a year you are not efficient. There is no such thing as a perfect hiring rate and the...
Yes Intel is stronger. Intel is in the lead with BSPD for example. Others are following but Intel is the leader. Packaging revenue will come but it will not be big margins. There really needs to be wafers packaged in there. Again, this is the NOT TSMC packaging market.
Remember, Intel is also strong in packaging. Intel Foundry can get a chiplet and packaging order since TSMC does not package foreign die. Hopefully IFS will get full chip orders but chiplets at IFS seem to be a no brainer especially if you need packaging to go with it.
After the surprise TSMC $56B 2026 CAPEX announcement this is not unexpected. The layoff however was. Maybe it is AI related? Amazon is cutting thousands of jobs. Robotics is definitely coming into play.
EINDHOVEN, Netherlands, Jan 28 (Reuters) - ASML reported record fourth-quarter orders and raised its 2026 outlook on Wednesday, although the giant chip equipment maker faced questions from analysts about whether it had the capacity to meet surging demand from AI chipmakers.
The Dutch company...
