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Is this the golden age of the semis industry? Even if the AI bubble pops, it feels like big tech, especially with cloud computing...
Jan 29, 2026
https://www.globalbankingandfinance.com/analysis-is-chip-giant-asml-about-hit-ceiling-break-through/
Jan 29, 2026
K
What difference do you mean -- cost, power, speed, density? Rate of improvement in all these per mode is getting slower and slower...
Jan 29, 2026
K
Nvidia, Amazon and Microsoft in talks to invest up to $60 billion in OpenAI: Report
Big Tech doubles down on artificial intelligence as...
Jan 29, 2026
K
This made me laugh out loud and I'm not sure why.
Jan 29, 2026
As some people also discussed the efficiency of INTEL's operations regarding R&D and general operations a last table comparing the...
Jan 29, 2026
B
It’s a dark comedy at this point. That’s why.
Jan 29, 2026
https://www.globalbankingandfinance.com/analysis-is-chip-giant-asml-about-hit-ceiling-break-through/
Jan 29, 2026
Still laughing.....
Jan 29, 2026
Nvidia, Amazon and Microsoft in talks to invest up to $60 billion in OpenAI: Report
Big Tech doubles down on artificial intelligence as...
Jan 29, 2026
This made me laugh out loud and I'm not sure why.
Jan 29, 2026
A view shows a Tesla logo at a charging station in Mumbai, India, August 4, 2025. (REUTERS/Francis Mascarenhas/File Photo)
By Akash...
Jan 29, 2026
People always talk about and compare the PPA (Power, Performance, and Area) in the semiconductor industry. In reality, it should be...
Jan 29, 2026
"Hsu said that in the past, transformer lead times were about one year; now they are three to four years. Orders placed today may not be...
Jan 29, 2026
There may be an opportunity for on-site (giant) batteries to help here. i.e. when workloads are below a certain % - charge up the...
Jan 29, 2026
Xebec reacted to soAsian's post in the thread Microsoft reveals second generation of its AI chip in effort to bolster cloud business with
Like.
Is this the golden age of the semis industry? Even if the AI bubble pops, it feels like big tech, especially with cloud computing...
Wow.
Nvidia, Amazon and Microsoft in talks to invest up to $60 billion in OpenAI: Report Big Tech doubles down on artificial intelligence as...
user nl replied to the thread Pumping the oil of the 21st century: TSMC versus INTEL.As some people also discussed the efficiency of INTEL's operations regarding R&D and general operations a last table comparing the...
Daniel Nenni replied to the thread ASML lifts outlook on record AI chip orders and layoffs but analysts query capacity.https://www.globalbankingandfinance.com/analysis-is-chip-giant-asml-about-hit-ceiling-break-through/