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It's little like fully depreciated fabs - as long as GPU time / tokens are priced right, Amazon keeps on making money. In some ways...
Feb 4, 2026
Amazon Web Services CEO Matt Garman said today there is so much demand they have NEVER retired an Nvidia A100 GPU. The A100 is nearly...
Feb 4, 2026
This is an interesting development. There is a high possibility that Germany and EU/Europe will do the similar thing to...
Feb 4, 2026
Japan's Prime Minister Sanae Takaichi meets TSMC's CEO C.C. Wei in Tokyo
TOKYO/TAIPEI, Feb 5 (Reuters) - TSMC plans to mass produce...
Feb 4, 2026
F
That's interesting, how does it know that?
Feb 4, 2026
B
According to reporting connected with the company’s IPO filings and amendments, Cerebras projected full-year 2025 revenue in the range...
Feb 4, 2026
V
a nice article by SEMIVISION, link = https://tspasemiconductor.substack.com/p/can-zam-replace-hbm-intel-and-softbank
Feb 4, 2026
Japan's Prime Minister Sanae Takaichi meets TSMC's CEO C.C. Wei in Tokyo
TOKYO/TAIPEI, Feb 5 (Reuters) - TSMC plans to mass produce...
Feb 4, 2026
N
a nice article by SEMIVISION, link = https://tspasemiconductor.substack.com/p/can-zam-replace-hbm-intel-and-softbank
Feb 4, 2026
S
and what happened to the IPO plan? Such a large round cannot be followed by IPO right away without revenue in short term magically grow...
Feb 4, 2026
S
According to reporting connected with the company’s IPO filings and amendments, Cerebras projected full-year 2025 revenue in the range...
Feb 4, 2026
F
Perhaps the best argument is, could CXMT already have enough DRAM supply, even with expected low yield, to disrupt the market as claimed?
Feb 4, 2026
According to reporting connected with the company’s IPO filings and amendments, Cerebras projected full-year 2025 revenue in the range...
Feb 4, 2026
F
2026/02/04 13:11:08
Economic Daily reporter Cui Xinfang/instant report
In response to recent media reports pointing out that Changxin...
Feb 4, 2026
Sunnyvale, Calif. — February 3, 2026 — Cerebras Systems today announced the closing of a $1 billion Series H financing at a post-money...
Feb 4, 2026
hist78 reacted to KevinK's post in the thread AWS CEO Matt Garman said today there is so much demand they have NEVER retired an Nvidia A100 GPU with
Like.
It's little like fully depreciated fabs - as long as GPU time / tokens are priced right, Amazon keeps on making money. In some ways...
Daniel Nenni posted the thread TSMC CEO flags 3-nanometre chip production in Japan, investment reported at $17 billion in SemiWiki Main Forum ( Ask the Experts! ).Japan's Prime Minister Sanae Takaichi meets TSMC's CEO C.C. Wei in Tokyo TOKYO/TAIPEI, Feb 5 (Reuters) - TSMC plans to mass produce...
