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Search results

  1. Daniel Nenni

    Altman scales back: TACO Thursday?

    Try this, load the results of your latest medical tests into ChatGPT and ask it what follow-up questions you should ask your doctor. If enough people do this doctors will start using ChatGPT. :ROFLMAO:
  2. Daniel Nenni

    Silicon Valley Engineers Charged With Stealing Trade Secrets From Leading Tech Companies

    SAN JOSE – A federal grand jury has indicted three Silicon Valley engineers on charges of conspiring to commit trade secret theft from Google and other leading technology companies, theft and attempted theft of trade secrets, and obstruction of justice. Samaneh Ghandali, 41, Mohammadjavad...
  3. Daniel Nenni

    Altman scales back: TACO Thursday?

    Definitely Google in my opinion, Apple an Xai maybe. OpenAI only if Microsoft buys them. Xai because of Tesla, Twitter, SpaceX etc... The one with the most data and ability to monetize wins. When ChatGPT shuts me down with "0 messages remaining" I just switch to another site. They need to find...
  4. Daniel Nenni

    Altman scales back: TACO Thursday?

    I would say he is a visionary/dreamer. I do not think he has a dishonest bone in his body. Making money might not be his thing but Sam has moved AI into the forefront of society for the greater good, absolutely. I have been using ChatGPT for more than a year now and it is improving in leaps...
  5. Daniel Nenni

    Altman scales back: TACO Thursday?

    First instinct is to throw compute power at a problem. Second instinct is to optimize the software so it requires less hardware. I have heard Sam speak a few times, he was at the Intel event last year. Sam admitted there is room for improvement and that the OpenAI software is bloated. Then...
  6. Daniel Nenni

    Nvidia is moving in on Intel and AMD's home turf

    Nvidia (NVDA) has sealed an expanded, multiyear data center agreement with Meta (META) that will see the chipmaker supply the social media giant with millions of its Blackwell and Rubin GPUs. And while that was certainly the splashiest part of Tuesday's news, the companies said the agreement...
  7. Daniel Nenni

    Five Fun HBM Facts

    It looks like that to me. Especially Micron and Hynix as HBM is a major part of their business.
  8. Daniel Nenni

    Samsung’s Exynos 2700 Mass Production Set to Shake Up Flagship Chip Market, Challenging Snapdragon’s Dominance in 2026

    Samsung is gearing up for a major shift in its mobile processor strategy with the upcoming Exynos 2700. According to The Korea Economic Daily citing Kiwoom Securities, Samsung plans to start mass production of the Exynos 2700 in the second half of 2026. This chip will be manufactured using...
  9. Daniel Nenni

    Five Fun HBM Facts

    Ask us how to separate fake news from facts MKW Ventures Semiconductors Feb 18, 2026 As with all hot topics, there are facts and myths. Five HBM Facts: HBM volume is increasing. It was 11% of bits and 20% of revenue. This will grow to approximately 20% of bits over the next 4 years based on...
  10. Daniel Nenni

    Japanese toilet maker 'the most undervalued and overlooked AI memory beneficiary,' investors claim — shares up nearly 40% in first two months of 2026

    Talking toilet seats are a little creepy but I do like it when the seat goes up and down with auto flushing. They have programmable ones with voice. I would make my guest toilet laugh when the seat goes up.
  11. Daniel Nenni

    Did Intel just delay their 14A node by a year?

    I believe Pat Gelsinger originally said 14A would be in risk production in 2026, then I heard 2027, now Lip-Bu says 2028. The 14A .5 PDK will be available soon. Some companies start design with PDK .5 with TSMC but I am told companies will wait until PDK 1.0 for 14A since it has new technology...
  12. Daniel Nenni

    'Taipei Is Home': Nvidia Seals The Deal On Massive New Taiwan Headquarters

    I was told many times that Taiwan does not have a pile weapons grade ploutonion. That would certainly be cause for war. Maybe that was propaganda?
  13. Daniel Nenni

    India's AI push gets $2 billion boost from Yotta's Nvidia investment

    NEW DELHI, Feb 18 (Reuters) - India's Yotta Data Services will spend over $2 billion on Nvidia’s latest chips to set up an ‌artificial intelligence computing hub as it prepares to float its shares, it said ‌on Wednesday, delivering a boost to the country's fledgling AI driv Yotta is aiming to...
  14. Daniel Nenni

    Chip complexity to fuel materials surge, says Merck Korea chief

    Executive highlights molybdenum push and Korea investment for 2nm era Kim Woo-kyu, managing director at Merck Korea, poses during an interview with The Korea Herald in Seoul on Feb. 13. (Lee Sang-sub/The Korea Herald) Merck Korea’s top executive sees the semiconductor materials market...
  15. Daniel Nenni

    Micron spends $200bn trying to break the AI memory bottleneck

    Micron Technology is the biggest US maker of memory chips, and it is sprinting to add capacity before the nastiest supply crunch the sector has seen in more than 40 years. In its hometown, Micron is ploughing $50 billion into more than doubling its 450-acre campus, with two new fabs going up on...
  16. Daniel Nenni

    NVIDIA and Global Industrial Software Leaders Partner With India’s Largest Manufacturers to Drive AI Boom

    India’s largest manufacturers are teaming with global industrial software leaders Cadence, Siemens and Synopsys to build AI factories for design and manufacturing accelerated by NVIDIA AI infrastructure, CUDA-X and Omniverse libraries. India is entering a new age of industrialization, as AI...
  17. Daniel Nenni

    Nvidia to sell Meta millions of chips in multiyear deal

    FILE PHOTO: Foxconn to use Nvidia chips to build self-driving platforms SAN FRANCISCO, Feb 17 (Reuters) - Nvidia on Tuesday said it has signed a multiyear deal to sell Meta Platforms millions of its current ‌and future artificial intelligence chips, including central processing units that...
  18. Daniel Nenni

    'Taipei Is Home': Nvidia Seals The Deal On Massive New Taiwan Headquarters

    Interesting. In my opinion the more time that passes the less likely it will happen. I do feel that the younger generations of Chinese people are more against war than the older generations. I feel the same around the world. The younger generations are more peaceful. If we could just get leaders...
  19. Daniel Nenni

    2025 Semiconductor Revenue Up 25.5% due to Price Gouging!

    The way we count unit sales is a bit antiquated since fabless system companies like Apple and Microsoft plus hyperscalers like Google and Amazon who make their own chips but do not sell them are not counted. Even so, it is a valid datapoint but not one to bet your house on.
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