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K
Compounded makes more sense actually. Otherwise it would be negative more than two months ago.
Dec 25, 2025
C
This is what I have been saying, we will see a wave of IPOs in 2026/2027. The bubble will not burst until funding is exhausted, and...
Dec 25, 2025
S
agree. California seems to lead the nation in such "environmental" regulations. Recall spaceX has to change to TX for their launch...
Dec 25, 2025
B
In my experience yield is more likely to asymptotically approach 100% (usually more like 95-98% for a mature process) than increase...
Dec 25, 2025
F
In my experience yield is more likely to asymptotically approach 100% (usually more like 95-98% for a mature process) than increase...
Dec 25, 2025
A
In my experience yield is more likely to asymptotically approach 100% (usually more like 95-98% for a mature process) than increase...
Dec 25, 2025
K
The cost is the cost no matter who reports it, though the next bunch of AP1000s might be cheaper to build, now that the design NRE has...
Dec 25, 2025
K
The first 3 US SMRs will likely come online in early 2030's, even with accelerated NRC licensing / approvals.
• TVA’s Clinch River...
Dec 25, 2025
One more interesting thought - given the additional application specialization we're seeing in data center hardware that leverages...
Dec 25, 2025
Groq and Cerebras, based on on-chip SRAM, occupy the ultra-low-latency, high token rate corner of the multi-dimensional inference...
Dec 25, 2025
This sentence gave me pause.
Dec 25, 2025
K
I like this concept too, mostly because the reactors are standardized designs built in a factory, and the generation plants that house...
Dec 25, 2025
This sentence gave me pause.
Dec 25, 2025
Just after the Lunar New Year, China’s dark-horse AI model DeepSeek—touted as enabling “low-cost model training”—briefly sent a chill...
Dec 25, 2025
S
wow. wonder what's behind those cost and time. with the demand of power right now, surely there can be startups building this in much...
Dec 25, 2025
Like.
Compounded makes more sense actually. Otherwise it would be negative more than two months ago.
Daniel Nenni reacted to KevinK's post in the thread Nvidia to buy AI chip startup Groq for $20 billion, CNBC reports with
Xebec replied to the thread 2026 Tech Megatrends: IPO Shockwaves, AI Inflation, and Samsung’s Profit Surge Pressuring TSMC.This sentence gave me pause.