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K
Simple case below for 2024 - 2024 was all about fitting large dense models into memory. 2025 has gotten far more complicated with MoE...
Feb 12, 2026
S
Amazing. There's a criminal investigation by the DOJ, yet no one gets arrested or convicted. The penalty for willfully exporting...
Feb 12, 2026
L
5 year life, for inference work, seems it shouldn't be a huge problem, here's the following from Google, regarding radiation with...
Feb 12, 2026
S
perhaps a too early optimistic view, how many new category of jobs created by AI enabled work flow
Feb 12, 2026
L
Should I read anything into the fact that Applied Materials tried cobalt for one generation before going to tungsten (W for wolfram on...
Feb 12, 2026
K
I think they have gone pretty big into inference as well, especially on the fast, low latency end. They have announced deals to provide...
Feb 12, 2026
L
Logic Contact from W to Mo, could be a key innovation for GAA from 1st generations to 2nd generations, "traditional tungsten contacts...
Feb 12, 2026
S
what about memory like HBM?
Feb 12, 2026
K
Maybe long term. But in SMICs earning call, they see a current brewing crisis where memory prices choke-off low end consumer products...
Feb 12, 2026
S
Well AAMD came back from worse than Intel and like i have said IDM is not the issue it's decision making in the end
Feb 12, 2026
B
Amazing. There's a criminal investigation by the DOJ, yet no one gets arrested or convicted. The penalty for willfully exporting...
Feb 12, 2026
N
Mike Chuczyk, vice president of technology at Applied Semiconductor, said at a press conference (in conjunction with...
Feb 12, 2026
I
From the numbers I worked out (something like 100kW/ton), 100GW of AI would need 1M tons putting into orbit...
Feb 12, 2026
K
Elon Musk may be chasing his most audacious vision yet: moving AI into orbit.
In a recent internal memo, Musk framed the launch of a...
Feb 12, 2026
Like.
Amazing. There's a criminal investigation by the DOJ, yet no one gets arrested or convicted. The penalty for willfully exporting...
Haha.
Amazing. There's a criminal investigation by the DOJ, yet no one gets arrested or convicted. The penalty for willfully exporting...
