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T
Is it just me or do some of these creative financing arrangements (the CoreWeave/nVidia circular relationship being just one example and...
27 minutes ago
S
the AI frenzy will be pushed a bit further with this for sure. Some say OpenAI has already become too big to fail. What do you guys...
33 minutes ago
S
So many companies' stocks now depend on Sam Altman actually buying what he signed those MoUs for.
Oracle
AMD
NVIDIA
Microsoft...
35 minutes ago
AMD's revenue and profit will impact the value of OpenAI's holdings/Warrants at AMD. Consequently it will impact the value of Nvidia's...
49 minutes ago
Samsung
SK hynix
Today at 1:58 PM
Good question. I don’t know whether his friends list is growing or shrinking after so many episodes of drama.
Today at 1:57 PM
S
So many companies' stocks now depend on Sam Altman actually buying what he signed those MoUs for.
Oracle
AMD
NVIDIA
Microsoft...
Today at 1:14 PM
Not one of my top ten semiconductor CEOs, not even close.
Today at 12:55 PM
V
I bet all the customers need to prepay more to secure production capacity from TSMC.
Today at 12:52 PM
S
AI chip design startup, Tenstorrent, has announced it's working with a range of companies to build out its next-generation AI chips...
Today at 12:30 PM
I thought they already signed with Rapidus over a year ago. "we are looking at everyone" seems strange
Does Tenstorrent have any chips...
Today at 12:23 PM
Tenstorrent is 10 years old, has raised more than $1B and current revenue cannot even cover the 1k employee burn rate. What position are...
Today at 12:23 PM
S
Keller's company has huge backing from Jeff Bezos so I doubt they will go under.
Samsung is another one of Tenstorrent's backers so...
Today at 11:33 AM
S
Tenstorrent is 10 years old, has raised more than $1B and current revenue cannot even cover the 1k employee burn rate. What position are...
Today at 11:29 AM
S
Self preservation. A duopoly is better than a monopoly. Sam Altman is a future thinker versus a day-to-day business manager. Future...
Today at 11:28 AM
Like.
So many companies' stocks now depend on Sam Altman actually buying what he signed those MoUs for. Oracle AMD NVIDIA Microsoft...
hist78 replied to the thread OpenAI Inks AMD Chips Deal Worth Tens of Billions of Dollars.AMD's revenue and profit will impact the value of OpenAI's holdings/Warrants at AMD. Consequently it will impact the value of Nvidia's...
Daniel Nenni replied to the thread ARM CEO Rene Haas Claims That Time Has Punished Intel For Falling Behind the Chip Race.Not one of my top ten semiconductor CEOs, not even close.