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S
I just learned where the name Amkor came from.
Thursday at 10:00 AM
S
100% agree. The correct response to tariffs is to [legally] change the the supply routed. I can give a top 10 list of LEGAL tricks used...
Thursday at 9:59 AM
K
Going to throw one more insight into the mix on optimizing for AI data center inference. The raw peak aggregate...
Thursday at 9:38 AM
Microsoft, (and partially by extension - OpenAI) has access to large amounts of Corporate emails. I'm not sure how this has settled...
Thursday at 9:35 AM
Microsoft, (and partially by extension - OpenAI) has access to large amounts of Corporate emails. I'm not sure how this has settled...
Thursday at 9:35 AM
The question is will the real economic value support so many players?
In my opinion it will depend on access to data. Google certainly...
Thursday at 9:30 AM
K
So far, for complex chip designs, AI is more of a productivity tool than a replacement for analog electrical engineers. Replacing the...
Thursday at 9:22 AM
The question is will the real economic value support so many players?
In my opinion it will depend on access to data. Google certainly...
Thursday at 9:17 AM
I asked various AI's, "Is AI in a financial bubble right now?"
Grok:
Conclusion: Yes, It's a Bubble—But One with Legs
AI is in a...
Thursday at 9:04 AM
Investors are on guard for signals that demand for artificial intelligence is tailing off or that the massive spending is not paying off...
Thursday at 9:02 AM
K
I think in this case, accelerating/optimizing inference of leading edge MoE transformer models, the fundamental structures and...
Thursday at 8:20 AM
H
If we can vibe code any software, we can vibe code any RTL, we can also vibe synthesize and vibe close the timing too. Replace the...
Thursday at 8:16 AM
Investors are on guard for signals that demand for artificial intelligence is tailing off or that the massive spending is not paying off...
Thursday at 8:14 AM
M
Interesting agreement and monetization. If anyone knows how to monetize everything, its Disney!
Thursday at 8:09 AM
The Walt Disney Company and OpenAI reach landmark agreement to bring beloved characters from across Disney’s brands to Sora
As part...
Thursday at 8:03 AM