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“Captain” Jonah Cheng Says the AI Bubble Is Two Years Away — Watch for These Two Warning Signs
True to his famously blunt — some would...
Nov 6, 2025
This is what I'm talking about! Go AI! Cut those medical costs!
On November 6, 2025, Microsoft announced the formation of the MAI...
Nov 6, 2025
This topic came up at an event I attended last night. It was deemed a fraud but we shall see. Dylan Patel's name came up as well. I hope...
Nov 6, 2025
A
The amount of investment in AI data centers is ridiculous. There is no economic rationale for it whatsoever.
All this money is being...
Nov 6, 2025
The other interesting question that came up was when will the semiconductor industry hit $1T. It has been asked many times over the last...
Nov 6, 2025
B
If inference is going to pervasively take place on edge clients, then do we still need all these multi GW of datacenters?
If inference...
Nov 6, 2025
E
has intel axed tunnel falls?
Nov 6, 2025
This was last night at the Computer History Museum, so it was probably a different panel. She is on the speaking circuit I guess.
Nov 6, 2025
I watched a panel last night with noted semiconductor professionals, including Dr. Ann Kelleher (retired Intel) talk about the AI...
Nov 6, 2025
I think asking fund managers and economists about the development of AI technologies and applications is like asking me about women's...
Nov 6, 2025
I think the energy infrastructure that is being built will last a long time and create economic opportunities for decades to come.
I...
Nov 6, 2025
A
Good question.
Right now TSMC is still focusing on AI. TSMC was early to the AI train so they will continue to lead the charge for...
Nov 6, 2025
I think the energy infrastructure that is being built will last a long time and create economic opportunities for decades to come.
I...
Nov 6, 2025
I think asking fund managers and economists about the development of AI technologies and applications is like asking me about women's...
Nov 6, 2025
TSMC does platforms for specific market segments. Automotive, Mobile, HPC, etc... Quantum might be under HPC like AI or it may have it's...
Nov 6, 2025
Daniel Nenni replied to the thread Opinions split over AI bubble after billions invested.“Captain” Jonah Cheng Says the AI Bubble Is Two Years Away — Watch for These Two Warning Signs True to his famously blunt — some would...
Like.
The amount of investment in AI data centers is ridiculous. There is no economic rationale for it whatsoever. All this money is being...
Xebec reacted to blueone's post in the thread Opinions split over AI bubble after billions invested with
Haha.
I think asking fund managers and economists about the development of AI technologies and applications is like asking me about women's...