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Search results

  1. Daniel Nenni

    SpaceX generated about $8b in profit last year ahead of IPO: Sources

    February 2, 2026 xAI joins SpaceX to Accelerate Humanity’s Future SpaceX has acquired xAI to form the most ambitious, vertically-integrated innovation engine on (and off) Earth, with AI, rockets, space-based internet, direct-to-mobile device communications and the world’s foremost real-time...
  2. Daniel Nenni

    Intel’s 18A rumors meet a thermal brick wall says SemiWiki

    Intel has attracted plenty of chatter over the past few weeks, with talk that Apple could come crawling back for some M-series work, but now it appears that iPhone chips… Intel has attracted plenty of chatter over the past few weeks, with talk that Apple could come crawling back for some...
  3. Daniel Nenni

    NVIDIA CEO says TSMC needs to double capacity in a decade to support historic infrastructure buildout

    Great news for Intel Foundry! It seems Lip-Bu has great timing for the Intel turnaround, absolutely.
  4. Daniel Nenni

    NVIDIA CEO says TSMC needs to double capacity in a decade to support historic infrastructure buildout

    IT Home reported on February 2 that TSMC is operating at full capacity to produce chips for almost all tech giants. Nvidia CEO Jensen Huang, who is currently in Taiwan handling business matters, stated in a media interview that TSMC needs to double its capacity within the next decade to support...
  5. Daniel Nenni

    SpaceX generated about $8b in profit last year ahead of IPO: Sources

    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...
  6. Daniel Nenni

    SpaceX generated about $8b in profit last year ahead of IPO: Sources

    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...
  7. Daniel Nenni

    ‘People’s dad’ Jensen Huang praises, pushes Nvidia suppliers on mobbed Taiwan visit

    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...
  8. Daniel Nenni

    SpaceX wants to put 1 million solar-powered data centers into orbit

    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...
  9. Daniel Nenni

    Jensen Huang says China hasn't approved H200 imports yet — also confirms no new orders placed

    How does Nvidia and TSMC forecast wafers for China? N3 is already tight......
  10. Daniel Nenni

    Intel Secures TSMC Overflow Orders, Challenging Samsung Foundry

    A Korean publication not in Samsung's pocket? :rolleyes:
  11. Daniel Nenni

    Intel Secures TSMC Overflow Orders, Challenging Samsung Foundry

    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...
  12. Daniel Nenni

    ASML lifts outlook on record AI chip orders and layoffs but analysts query capacity

    https://www.globalbankingandfinance.com/analysis-is-chip-giant-asml-about-hit-ceiling-break-through/
  13. Daniel Nenni

    Tesla invests $2 billion in Musk’s xAI and reiterates Cybercab production starts this year

    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...
  14. Daniel Nenni

    Tesla invests $2 billion in Musk’s xAI and reiterates Cybercab production starts this year

    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...
  15. Daniel Nenni

    Pumping the oil of the 21st century: TSMC versus INTEL

    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...
  16. Daniel Nenni

    Intel Foundry is way behind TSMC, but the goal is #2 by 2030

    The other problem is Samsung selling leading edge wafers so cheaply. Being as good as TSMC and as cheap as Samsung is a rock and a hard place.
  17. Daniel Nenni

    ASML lifts outlook on record AI chip orders and layoffs but analysts query capacity

    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...
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