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M
One powerful result is that the CapEx and R&D spending by Google, Microsoft, Amazon, and Oracle complements TSMC’s CapEx and R&D...
Feb 7, 2026
M
200 B$ capex for Amazon in 2026, that concludes the big 5 for 2026:
Feb 7, 2026
K
The third world assemblers have used modestly cheaper Chinese memory even before the price hike. Now, without an alternative.
And the...
Feb 7, 2026
S
The third world assemblers have used modestly cheaper Chinese memory even before the price hike. Now, without an alternative.
And the...
Feb 7, 2026
P
The third world assemblers have used modestly cheaper Chinese memory even before the price hike. Now, without an alternative.
And the...
Feb 7, 2026
AI chip startup Ricursive hits $4B valuation two months after launch
Ricursive Intelligence, a startup building an AI system to design...
Feb 7, 2026
L
The FCC application states 500km to 2000km altitude for the orbital shells at up to 50km increments at 30 degree inclination and sun...
Feb 7, 2026
There'a absolutely no way this is a stock pump! /sarcasm
Slightly more seriously -- I think SpaceX knows how to handle the cheap and...
Feb 7, 2026
In order to reach such one million "data centers", each of them needs to be cheap and almost disposable, because there is no easy or...
Feb 7, 2026
Space is pretty darn big...
Feb 7, 2026
So, how do you cool your chips in space where you can’t just dump the heat into the atmosphere or the sea? And what to do about the part...
Feb 7, 2026
E
100% agree. EU countries STILL buy energy from Russia.... funding their own future invasion.
I hope i am correct in my prediction that...
Feb 7, 2026
E
Perhaps.... I downplay this because I keep talking to Taiwanese friends who are not worried for whatever reason ... and because if there...
Feb 7, 2026
E
Sorry to disappoint you, but there are no usable dielectric materials which are low thermal resistance and low-k which can be used for...
Feb 7, 2026
P
The FCC application states 500km to 2000km altitude for the orbital shells at up to 50km increments at 30 degree inclination and sun...
Feb 7, 2026
Like.
200 B$ capex for Amazon in 2026, that concludes the big 5 for 2026:
Daniel Nenni posted the thread AI chip startup Ricursive hits $4B valuation two months after launch in General Press.AI chip startup Ricursive hits $4B valuation two months after launch Ricursive Intelligence, a startup building an AI system to design...
Xebec replied to the thread SpaceX wants to put 1 million solar-powered data centers into orbit.There'a absolutely no way this is a stock pump! /sarcasm Slightly more seriously -- I think SpaceX knows how to handle the cheap and...