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C
I'm not really seeing it in absolute levels of capex, on balance sheets, or in company valuations.
You are seeing some speculative...
Dec 11, 2025
S
Going to throw one more insight into the mix on optimizing for AI data center inference. The raw peak aggregate...
Dec 11, 2025
S
I just learned where the name Amkor came from.
Dec 11, 2025
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...
Dec 11, 2025
K
Going to throw one more insight into the mix on optimizing for AI data center inference. The raw peak aggregate...
Dec 11, 2025
Microsoft, (and partially by extension - OpenAI) has access to large amounts of Corporate emails. I'm not sure how this has settled...
Dec 11, 2025
Microsoft, (and partially by extension - OpenAI) has access to large amounts of Corporate emails. I'm not sure how this has settled...
Dec 11, 2025
The question is will the real economic value support so many players?
In my opinion it will depend on access to data. Google certainly...
Dec 11, 2025
K
So far, for complex chip designs, AI is more of a productivity tool than a replacement for analog electrical engineers. Replacing the...
Dec 11, 2025
The question is will the real economic value support so many players?
In my opinion it will depend on access to data. Google certainly...
Dec 11, 2025
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...
Dec 11, 2025
Investors are on guard for signals that demand for artificial intelligence is tailing off or that the massive spending is not paying off...
Dec 11, 2025
K
I think in this case, accelerating/optimizing inference of leading edge MoE transformer models, the fundamental structures and...
Dec 11, 2025
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...
Dec 11, 2025
Investors are on guard for signals that demand for artificial intelligence is tailing off or that the massive spending is not paying off...
Dec 11, 2025
Like.
Going to throw one more insight into the mix on optimizing for AI data center inference. The raw peak aggregate...
Haha.
I just learned where the name Amkor came from.
Daniel Nenni reacted to Xebec's post in the thread AI bubble? Opinions divided on tech’s trillion dollar question with
Xebec replied to the thread AI bubble? Opinions divided on tech’s trillion dollar question.Microsoft, (and partially by extension - OpenAI) has access to large amounts of Corporate emails. I'm not sure how this has settled...