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H
There is only that many ad dollars going around. Google can keep its shares, so the ad dollars have to come from Facebook.
Jan 17, 2026
H
I don't get it if we are so worried about China taking over Taiwan, why don't we sell a few nukes to Taiwan, so Taiwan can bomb Beijing...
Jan 17, 2026
H
I have another dumb question, other than legacy designs, why would anyone pick MIPS or ARC CPU over RISC-V today?
Jan 17, 2026
K
You obviously didn't read my post quoting Google. The deal between Google and Anthropic is for TPUs in Google Cloud.
There is...
Jan 17, 2026
K
Yeah, but the narrative flops around between:
"Anthropic will have access to up to one million TPU chips, as well as additional Google...
Jan 17, 2026
T
https://seekingalpha.com/news/4540071-lutnick-makes-tariff-threat-memory-chipmakers
Commerce Secretary Howard Lutnick has warned that...
Jan 17, 2026
B
Like x-ray litho and how Substrate is trying to redefine end to end what a chip fab is...
Jan 17, 2026
If US policymakers are not careful on various international issues, a serious problem is looming: the rise of a “Not Made in USA” market...
Jan 17, 2026
Free market competition relentlessly shapes the semiconductor industry. The rise of the fabless business model and TSMC, alongside...
Jan 17, 2026
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
Like.
You obviously didn't read my post quoting Google. The deal between Google and Anthropic is for TPUs in Google Cloud. There is...
hist78 replied to the thread TSMC 2025 Fourth Quarter Earnings Conference.If US policymakers are not careful on various international issues, a serious problem is looming: the rise of a “Not Made in USA” market...
Daniel Nenni reacted to Brady's post in the thread Intel Hires Qualcomm Executive To Lead GPU Engineering For Data Centers with