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C
Bubbles don’t pop until capital runs out.
With all these big announcements it might be hard to believe but the amount of capital that...
Nov 20, 2025
B
They say is secret so how would we know?
If we did , it wouldnt be a secret.
Nov 20, 2025
A
It seems that Wei Jen Lo has an intel email address.
"Commercial Times reports that late last month, supply-chain sources indicated...
Nov 20, 2025
T
It's funny that the Dutch says it's about "protecting technology secret"，as if Nexperia has some kind technology that is so advanced...
Nov 20, 2025
F
True or false, he has potentially become a poisoned apple for Intel. Intel and CEO Lip-Bu Tan have to consider their current and future...
Nov 20, 2025
F
An ongoing rumor that has now tarnished his legacy.
Intel and TSMC have traded employees for many years which is common in the...
Nov 20, 2025
F
EUV is less predictable than previous litho technologies, because it is fundamentally a stochastic process. A lot of money will be...
Nov 20, 2025
V
If Bob Swan had stayed CEO, Intel would be fabless today and there would not be any logic semiconductor technology development in Oregon...
Nov 20, 2025
D
If Bob Swan had stayed CEO, Intel would be fabless today and there would not be any logic semiconductor technology development in Oregon...
Nov 20, 2025
I forgot about that. $20M in revenue (2026) with break even in 2030 and a $1T valuation? Sounds a bit DotCom ish to me. Especially with...
Nov 20, 2025
C
https://www.reuters.com/business/openai-lays-groundwork-juggernaut-ipo-up-1-trillion-valuation-2025-10-29/
Nov 20, 2025
They will be getting support from additional investors from the US and around the world, including but not limited to kings and queens...
Nov 20, 2025
If OpenAI revenue is $13B in 2025 and is not expected to break even until 2030, how are they going to afford all of this announced...
Nov 20, 2025
S
This is very true and CC Wei is not one you would want to do battle with. CC is very smart on so many levels and I am sure he knows...
Nov 20, 2025
L
I believe the AMD deal is the same. It depends on OpenAI meeting milestones
Nov 20, 2025
Like.
True or false, he has potentially become a poisoned apple for Intel. Intel and CEO Lip-Bu Tan have to consider their current and future...
Daniel Nenni replied to the thread Nvidia 10-Q Easter Egg on $100B OpenAI deal.I forgot about that. $20M in revenue (2026) with break even in 2030 and a $1T valuation? Sounds a bit DotCom ish to me. Especially with...
hist78 replied to the thread Nvidia 10-Q Easter Egg on $100B OpenAI deal.They will be getting support from additional investors from the US and around the world, including but not limited to kings and queens...