Can any of you honestly tell me that this isn't the golden age of semis industry. i'm a investor in TSMC for years and this is the first time i'm seeing this much demand for computing. AI might be a bubble but the golden age for semis industry is here. people in this industry gonna make so much money for years until AI pop.
SpaceX Strikes Deal With Cursor for $60 Billion
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Can any of you honestly tell me that this isn't the golden age of semis industry. i'm a investor in TSMC for years and this is the first time i'm seeing this much demand for computing. AI might be a bubble but the golden age for semis industry is here. people in this industry gonna make so much money for years until AI pop.
Hopefully the big boys at the top of the food chain can flick some scraps off the table for the rest of us
It’s an option to buy Cursor for $60B in the future.
Most plausible take I’ve heard so far: this is a play to give xAI a coding tool (Anthropic has Claude, OpenAI has Codex) and to get utilization up on immense GPU compute investments that are currently being used basically for the nigh useless Grok offering.
Most plausible take I’ve heard so far: this is a play to give xAI a coding tool (Anthropic has Claude, OpenAI has Codex) and to get utilization up on immense GPU compute investments that are currently being used basically for the nigh useless Grok offering.
Xebec
Well-known member
I think you're right this is probably THE golden age for semis.
Y2K build-up comes to mind as a competitor, but that was also very much a software boom -- general IT, not just semiconductors. The 1980s saw the spread of semiconductors from specific use cases to.. everything, though the TAM was a lot smaller.
This current boom comes exactly at the right time for the industry, as we hit the end of the exponential gains from transistor improvements. This is when substantially more $$ is really needed to keep the state of the art moving forward.