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M
200 B$ capex for Amazon in 2026, that concludes the big 5 for 2026:
Feb 5, 2026
200 B$ capex for Amazon in 2026, that concludes the big 5 for 2026:
Feb 5, 2026
Perhaps.... I downplay this because I keep talking to Taiwanese friends who are not worried for whatever reason ... and because if there...
Feb 5, 2026
K
Memory prices have soared 80%-90% in Q1 2026 so far compared to Q4 2025, with DRAM, NAND and HBM all hitting record-breaking highs.
To...
Feb 5, 2026
K
That's a challenging question, especially since many software applications run in data centers appear to be moving to a mixed model with...
Feb 5, 2026
M
So lets poke at that a Little:
If you do Fab in the US. you need to ship most units (at least some) outside the US
What if other...
Feb 5, 2026
M
Perhaps.... I downplay this because I keep talking to Taiwanese friends who are not worried for whatever reason ... and because if there...
Feb 5, 2026
PS- This answer is just a reflection of unfortunate reality! not in any way political.
Feb 5, 2026
Around the world, anything related to national security and sovereignty is not limited to cost considerations alone. Trump’s political...
Feb 5, 2026
https://www.cna.com.tw/news/afe/202602050149.aspx
....................................................................
Experts predict...
Feb 5, 2026
A
How long will it be until AI/ML will dominate the data center using AI/ML optimized software? Will datacenters be the optimum way to...
Feb 5, 2026
https://www.cna.com.tw/news/afe/202602050149.aspx
....................................................................
Experts predict...
Feb 5, 2026
P
It's probably complicated, but a few guesses/thoughts:
- It's a brand new node, Mobile is usually first production on a node because...
Feb 5, 2026
Perhaps some software companies? Another interesting blog by Ben, also about Microsoft, in the age of AI...
Feb 5, 2026
Memory prices have soared 80%-90% in Q1 2026 so far compared to Q4 2025, with DRAM, NAND and HBM all hitting record-breaking highs.
To...
Feb 5, 2026
Like.
200 B$ capex for Amazon in 2026, that concludes the big 5 for 2026:
user nl replied to the thread Google passes TSMC relative capex in 2026.200 B$ capex for Amazon in 2026, that concludes the big 5 for 2026:
Daniel Nenni reacted to MKWVentures's post in the thread TSMC CEO flags 3-nanometre chip production in Japan, investment reported at $17 billion with
Wow.
Memory prices have soared 80%-90% in Q1 2026 so far compared to Q4 2025, with DRAM, NAND and HBM all hitting record-breaking highs. To...
Haha.
PS- This answer is just a reflection of unfortunate reality! not in any way political.
