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L
Money helps but it is a very long and varied supply chain needed to produce transmission network transformers. I'm not sure where the...
Feb 3, 2026
B
Almost certainly, all of it is going to domestic customers, and it's likely not enough to go around even there. But in the outside...
Feb 3, 2026
The sad thing is, a lot of investors will be thinking more value because now SpaceX "includes AI..."
On a more positive note, SpaceX...
Feb 3, 2026
F
Almost certainly, all of it is going to domestic customers, and it's likely not enough to go around even there. But in the outside...
Feb 3, 2026
February 2, 2026
xAI joins SpaceX to Accelerate Humanity’s Future
SpaceX has acquired xAI to form the most ambitious...
Feb 3, 2026
So SpaceX paid $33 billion plus the debts of X (Twitter) through the xAI acquisition, in addition to xAI’s own valuation…
I started...
Feb 3, 2026
S
They are from discussions with Gemini 3. I have no idea how accurate they are, but looking from a distance they may seem reasonable? If...
Feb 3, 2026
C
So, how do you cool your chips in space where you can’t just dump the heat into the atmosphere or the sea? And what to do about the part...
Feb 3, 2026
Interesting situation. It is evident that the AI boom is redefining the entire memory ecosystem not only in terms of GPUs and CPUs. When...
Feb 3, 2026
Because the number and volume of external customers for Intel Foundry will be limited over the next several years, the biggest factor...
Feb 3, 2026
B
If this product end up in devices imported into US , will they get tariffed.
Feb 3, 2026
They are from discussions with Gemini 3. I have no idea how accurate they are, but looking from a distance they may seem reasonable? If...
Feb 3, 2026
B
If you ever start writing like this, Dan, I'm leaving SemiWiki.
Feb 2, 2026
B
Intel has attracted plenty of chatter over the past few weeks, with talk that Apple could come crawling back for some M-series work, but...
Feb 2, 2026
K
Money helps but it is a very long and varied supply chain needed to produce transmission network transformers. I'm not sure where the...
Feb 2, 2026
Like.
Money helps but it is a very long and varied supply chain needed to produce transmission network transformers. I'm not sure where the...
Xebec replied to the thread SpaceX generated about $8b in profit last year ahead of IPO: Sources.The sad thing is, a lot of investors will be thinking more value because now SpaceX "includes AI..." On a more positive note, SpaceX...
Haha.
They are from discussions with Gemini 3. I have no idea how accurate they are, but looking from a distance they may seem reasonable? If...
t2msemi2018 replied to the thread Bottlenecks in DRAM and HBM: Tailwind for China's Memory Industry.Interesting situation. It is evident that the AI boom is redefining the entire memory ecosystem not only in terms of GPUs and CPUs. When...
user nl reacted to hist78's post in the thread Running a foundry of Cash Cows and Little Fish: TSMC and the role of chiplets with