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Yes and No --
He certainly doesn't want to lose to Sam at OpenAI, but Tesla has real world applications that also require a large # of...
Nov 8, 2025
P
It seems like the current attitude is: Apple needs a trillion-parameter model so Daniel can plan his vacation. Apple will buy 0.666...
Nov 8, 2025
Yes and No --
He certainly doesn't want to lose to Sam at OpenAI, but Tesla has real world applications that also require a large # of...
Nov 8, 2025
Sam Altman said the same thing a while ago...
Nov 8, 2025
Intel has lots of extra capacity.... Saved Samsung.... could save Intel.
Nov 8, 2025
SAN FRANCISCO (Reuters) -CEO Elon Musk on Thursday said Tesla (TSLA) probably will have to build "a gigantic chip fab" to make...
Nov 8, 2025
C
Or, is Elon Musk going to buy Substrate?
Nov 7, 2025
B
I am always baffled the way businesses conflate private business with the state of a nation.
Nov 7, 2025
Or, is Elon Musk going to buy Substrate?
Nov 7, 2025
S
""So I think we may have to do a Tesla terafab. It's like giga but way bigger. I can't see any other way to get to the volume of chips...
Nov 7, 2025
S
He has a giant conflict of interest. It is easy to see how NVIDIA will come out ahead if they can sell what they want to power
China's...
Nov 7, 2025
S
Intel posted 10Q results.
Intel external foundry revenue was 35M in Q3 2025. Down significantly from 2022, 2023,2024.
Next quarter...
Nov 7, 2025
S
100% agree. well said ....But now we need to see the 18A financials what Intel can afford to do.
Nov 7, 2025
A
I find it concerning that he is referencing Blackwell. I'm not sure how anyone makes money on a chip that is 1/10th the cost of...
Nov 7, 2025
M
It seems like the current attitude is: Apple needs a trillion-parameter model so Daniel can plan his vacation. Apple will buy 0.666...
Nov 7, 2025
Daniel Nenni reacted to Xebec's post in the thread Musk plans Tesla mega AI chip fab, mulls potential Intel partnership with
Like.
Yes and No -- He certainly doesn't want to lose to Sam at OpenAI, but Tesla has real world applications that also require a large # of...
Xebec replied to the thread Musk plans Tesla mega AI chip fab, mulls potential Intel partnership.Yes and No -- He certainly doesn't want to lose to Sam at OpenAI, but Tesla has real world applications that also require a large # of...
Haha.
Or, is Elon Musk going to buy Substrate?