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Search results

  1. T

    Trump to allow certain Nvidia chip sales to China for 25% U.S Gov cut

    What is the difference between this US government behaviour and a protection racket ?
  2. T

    Nvidia CEO says data centers take about 3 years to construct in the U.S., while in China ‘they can build a hospital in a weekend’

    So: China has “twice as much energy as we have as a nation, and our economy is larger than theirs. Makes no sense to me,” Huang said. Well, I assume he's talking about electricity and that the US is generating enough electricity to satisfy demand pre-AI (otherwise you'd have blackouts). If...
  3. T

    Former Intel chief Pat Gelsinger: ‘I’ve been called here for a purpose’

    Thanks. Useful to read the article (though not convinced it should be reposted like that). And the correction about the late projects. Obviously, the question we don't have the answer to is whether any project came in on time on his watch. But it can't have been any worse than in the previous 5...
  4. T

    Former Intel chief Pat Gelsinger: ‘I’ve been called here for a purpose’

    Paywalled articles (everything in the FT is) make it hard to evaluate and discuss. I did hear about this article and the more interesting part was Pat's claim that quantum computers would start taking serious compure share from GPUs and *in a 2 year timeframe*. Gobsmacked. Not convinced about...
  5. T

    TSMC formally sues ex-SVP over alleged transfer of secrets to Intel

    It's also internationally recognised everywhere because of US technology and commercial dominance. They write the rules and get everyone else (with perhaps a partial exception in China) to follow them. We may sometimes resent this outside the US, but life would be far more chaotic and...
  6. T

    Intel expected to begin shipping Apple’s lowest-end M processor as early as 2027

    It's not evidence at all. It's just conjecture. Wouldn't stand up a minute in court. The lawsuit is there because he's suspected of stealing TSMC IP and taking it to Intel. He wasn't suspected of taking Intel IP to TSMC, so no lawsuit.
  7. T

    Intel expected to begin shipping Apple’s lowest-end M processor as early as 2027

    So what ? I was asking for actual evidence of this supposed TSMC excessive restriction on labour mobility. Where is it ? How is TSMC worse than anyone else ? Not liking TSMC isn't evidence.
  8. T

    Intel expected to begin shipping Apple’s lowest-end M processor as early as 2027

    Who exactly is "imposing harsh hurdles on employment mobility" and how ? It's also interesting to note historically that Intel were particularly intolerant of defectors. While being founded by defectors from other companies, Andy Grove and co apparently didn't take it well when people left...
  9. T

    TSMC formally sues ex-SVP over alleged transfer of secrets to Intel

    Well, you are certainly wise to be publishing your confessions under an alias. If I were doing this sort of thing, I certainly would not be publicising the fact. I think you'll find that people round here do know quite a lot about software. You assume too much.
  10. T

    TSMC formally sues ex-SVP over alleged transfer of secrets to Intel

    It is not actually *your code* in the first place, is it ? It is the property of whoever paid you to create it. The fact that you'd like to keep a copy does not give you the right to steal it (permanently taking something without permission or the intention to return it, regardless of whether...
  11. T

    TSMC formally sues ex-SVP over alleged transfer of secrets to Intel

    Yes. The fact that it's possible doesn't mean it's ethical or legal. Also, would you do this if you worked in a defense company ? Pretty sure that's not legal in most countries, regardless of employment legislation.
  12. T

    TSMC formally sues ex-SVP over alleged transfer of secrets to Intel

    It doesn't matter who made the copies if he took them out of the building. Whether he does his own photocopying is beside the point. I note you've implictly agreed that there were copies and boxes here (I really have no idea). This is really basic IP protection stuff that anyone involved in the...
  13. T

    TSMC formally sues ex-SVP over alleged transfer of secrets to Intel

    What a load of baloney. They aren't stopping anyone else accessing resources or doing anything or holding anyone hostage. Other people and companies are quite free to try and catch up. If they can. They got where they are by being damn good at what they do and satisfying their customers. Not...
  14. T

    Kirin 9030: SMIC's first 5 nm class smartphone SoC debuts on Geekbench alongside Huawei Mate 80 Pro Max

    Where's the original source for this 125 MTr/mm2 density claim ? Can't find it amongst the links listed.
  15. T

    No firm is immune if AI bubble bursts, Google CEO tells BBC

    I guess you might call this "getting your excuses in first". Assuming the BBC hasn't been cut and pasting the interview to make him say what they wanted ...
  16. T

    Anthropic to spend $50 billion on U.S. AI infrastructure, starting with Texas, New York data centers

    I've always found the investment (often government subsidy):# jobs created ratio an interesting sanity check in the past. Certainly for things like car plants, steelworks and fabs - i.e. for existing plant and evolutionary additions. But is it as meaningful for data centres and AI ? There are...
  17. T

    OpenAI's Altman urges US to expand Chips Act tax credit for AI growth

    If this guy (Altman) has the $1.4tn to spend he claims to have (and there's booming demand for his company's stuff), might I suggest that no US taxpayer funding is needed ! And if he doesn't, that there might be some trust issues worth investigating before handing over any large taxpayer cheques.
  18. T

    Opinions split over AI bubble after billions invested

    OpenAI is the obviously unprofitable one. Apparently losing $8.5bn on around $12bn sales for 2025. And with profitability not forecast until 2019 earliest. Assuming the reported values mean what we think they do (a glance at OpenAI's corporate structure chart suggests caution may be in order)...
  19. T

    Jensen Haung: "China is going to win the AI Race"

    This feels like a circular argument (not unlike the circular AI funding). He's arguing that if China isn't allowed to buy nVidia GPUs, then China will develop their own GPUs and ecosystem and race ahead and beat the US. But how does that make any sense ? If China could do already do that, why...
  20. T

    TSMC to make advanced 2-nm chips in US sooner to meet AI demand

    Thanks, that's very interesting data. Looking at TSMC in isolation, it seems to have quite stable net profit margins over the past 20 years. Does this give the lie to the periodic suggestion that TSMC is exploiting an effective monopoly to overcharge their customers ? If I read the data...
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