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C
Broadcom CEO announced $21B ($10B + another $11B) in revenue from Anthropic -- selling them TPUs -- during the last Earnings call. This...
Jan 17, 2026
T
All true. But my understanding is that the bulk of advertising has already gone over from the legacy media to the internet companies. If...
Jan 17, 2026
K
AFAIK, the core physical hardware for the "CPU" part of quantum computing doesn't require many chips and is fabbed in mature processes...
Jan 17, 2026
A
Many companies are working on quantum chips, but TSM with the technical expertise in manufacturing and the number of high-end fabs...
Jan 17, 2026
Previous CTO of AMD GPU and the architect and VP of Qualcomm Adreno. Seems like a big deal of a hire. Lip Bu Tan has his foot on the...
Jan 17, 2026
K
I read that. It still reads like nonsense. And not one peep out of Google about this.
Edit: still no mentions on the websites of...
Jan 17, 2026
Let's think about this for a moment. Is this Sam Altman saying that he's not going to make enough money without ads being a significant...
Jan 17, 2026
S
The ad industry is shifting budgets from traditional media (TV, print, billboards) to digital platforms.
This trend is driven by...
Jan 17, 2026
T
Let's think about this for a moment. Is this Sam Altman saying that he's not going to make enough money without ads being a significant...
Jan 17, 2026
B
Previous CTO of AMD GPU and the architect and VP of Qualcomm Adreno. Seems like a big deal of a hire. Lip Bu Tan has his foot on the...
Jan 16, 2026
M
In my opinion this will be mostly a Japan only fab. Rapidus does have an office here in Silicon Valley that is staffed by foundry...
Jan 16, 2026
K
SemiAnalysis seems to know in a recent update - looks like a customized rack system...
Jan 16, 2026
Sad to hear but expected. The not accepting money is a dig at Google search. I don't use Gemini, does it give preferences for sponsors?
Jan 16, 2026
S
FWIW, Chinas trade partners recently:
The majority of China's export trade is at risk.
Compare to Russia, where it's major...
Jan 16, 2026
S
We are starting to test ads in ChatGPT free and Go (new $8/month option) tiers.Here are our principles. Most importantly, we will not...
Jan 16, 2026
Daniel Nenni reacted to Brady's post in the thread Intel Hires Qualcomm Executive To Lead GPU Engineering For Data Centers with
Like.
Previous CTO of AMD GPU and the architect and VP of Qualcomm Adreno. Seems like a big deal of a hire. Lip Bu Tan has his foot on the...
Haha.
Let's think about this for a moment. Is this Sam Altman saying that he's not going to make enough money without ads being a significant...