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Latest activity

What's new Featured content New posts Latest activity

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KevinK reacted to blueone's post in the thread Google’s 400,000-Chip Monster Tensor Processing Unit Just Destroyed NVIDIA's Future! with Like.

This is actually not a newbie question, it's very good one. First, the simple stuff. PyTorch and Python are related only because...

Thursday at 2:16 PM
AmandaK posted the thread Siemens and GlobalFoundries collaborate to deploy AI-driven manufacturing to strengthen global semiconductor supply in Siemens EDA.

11 December 2025 - Strategic collaboration to enhance performance of semiconductors and other advanced industries based on both...

Thursday at 12:47 PM
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count replied to the thread AI bubble? Opinions divided on tech’s trillion dollar question.

$12b is a lot of money for one company to lose in a quarter but it's not that much in the grand scheme of things.

Thursday at 12:19 PM
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VCT reacted to blueone's post in the thread Google’s 400,000-Chip Monster Tensor Processing Unit Just Destroyed NVIDIA's Future! with Like.

The BS about Google and selling their TPUs in the press has reached a new pinnacle of stupidity. All of the external TPU deals are...

Thursday at 12:18 PM
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KevinK replied to the thread Google’s 400,000-Chip Monster Tensor Processing Unit Just Destroyed NVIDIA's Future!.

My take is that Python and PyTorch both rely on well-optimized underlying application-specific and hardware-optimized packages that are...

Thursday at 12:06 PM
Daniel Nenni reacted to count's post in the thread AI bubble? Opinions divided on tech’s trillion dollar question with Like.

I'm not really seeing it in absolute levels of capex, on balance sheets, or in company valuations. You are seeing some speculative...

Thursday at 11:50 AM
Daniel Nenni reacted to lefty's post in the thread AI bubble? Opinions divided on tech’s trillion dollar question with Like.

You only need to look at one company - OpenAI. That's what will pop the bubble. OpenAI lost $12 billion last quarter and they are losing...

Thursday at 11:50 AM
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swka replied to the thread Optical Computing?.

there have been increased energy in photonics over the years. data communication is what's getting most attention. OCS by google proves...

Thursday at 11:37 AM
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lefty replied to the thread AI bubble? Opinions divided on tech’s trillion dollar question.

You only need to look at one company - OpenAI. That's what will pop the bubble. OpenAI lost $12 billion last quarter and they are losing...

Thursday at 11:23 AM
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swka reacted to soAsian's post in the thread Elon Musk's SpaceX to raise over $25 billion in blockbuster 2026 IPO, source says with Like.

Love or hate him, you can't deny Elon is a hard worker and a hustler. Consider Jeff's Blue Origin started in 2000 and Musk's SpaceX...

Thursday at 11:22 AM
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benb replied to the thread Google’s 400,000-Chip Monster Tensor Processing Unit Just Destroyed NVIDIA's Future!.

Newbie question: Is the infrastructure cost of AI partly related to inefficient coding languages like Python or PyTorch? Is efficient...

Thursday at 10:58 AM
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KevinK reacted to MKWVentures's post in the thread Disney will make a $1 billion equity investment in OpenAI, and receive warrants to purchase additional equity with Like.

Interesting agreement and monetization. If anyone knows how to monetize everything, its Disney!

Thursday at 10:43 AM
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horace reacted to blueone's post in the thread Google’s 400,000-Chip Monster Tensor Processing Unit Just Destroyed NVIDIA's Future! with Like.

So far, for complex chip designs, AI is more of a productivity tool than a replacement for analog electrical engineers. Replacing the...

Thursday at 10:38 AM
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count replied to the thread AI bubble? Opinions divided on tech’s trillion dollar question.

I'm not really seeing it in absolute levels of capex, on balance sheets, or in company valuations. You are seeing some speculative...

Thursday at 10:29 AM
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siliconbruh999 reacted to KevinK's post in the thread Google’s 400,000-Chip Monster Tensor Processing Unit Just Destroyed NVIDIA's Future! with Like.

Going to throw one more insight into the mix on optimizing for AI data center inference. The raw peak aggregate...

Thursday at 10:00 AM

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