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B
Who is benefitting from these higher prices?
Feb 12, 2026
B
If offices are not needed, what happens to the value of the land?
That would impact a lot of budgets if suddenly no takers.
Here in...
Feb 12, 2026
L
HBM was the most sensitive, the error rate is in the attached snippet. Good enough for AI inferencing. This was based on 10mm aluminum...
Feb 12, 2026
P
HBM was the most sensitive, the error rate is in the attached snippet. Good enough for AI inferencing. This was based on 10mm aluminum...
Feb 12, 2026
I got the report summary from an analyst as well.
AMD gained share in revenue and units. AMD ASP is higher than Intels. Intel is...
Feb 12, 2026
K
Here's a one year perspective from BLS. Most every industry shed employees YoY or remained flat, except for "Private Education and...
Feb 12, 2026
M
I got the report summary from an analyst as well.
AMD gained share in revenue and units. AMD ASP is higher than Intels. Intel is...
Feb 12, 2026
M
I am just saying I have multiple examples of Samsung buying from competitors to some of their divisions. The Division head do not work...
Feb 12, 2026
M
exactly. History tells us that the Jobs change, they do not go away. But since people keep saying jobs are going away, I think they...
Feb 12, 2026
L
Those considerations are valid, but they are not binary yes/no issues. Capacity may be tight, but that doesn’t mean Samsung will stop...
Feb 12, 2026
One of the key factors in AMD’s comeback was spinning off its manufacturing division into GlobalFoundries. Once AMD’s supply agreement...
Feb 12, 2026
Those considerations are valid, but they are not binary yes/no issues. Capacity may be tight, but that doesn’t mean Samsung will stop...
Feb 12, 2026
L
Just saw this today - specific usage of Cerebras where the fast token rate and minimal latency can eventually sell at premium. I...
Feb 12, 2026
K
Just saw this today - specific usage of Cerebras where the fast token rate and minimal latency can eventually sell at premium. I...
Feb 12, 2026
Like.
HBM was the most sensitive, the error rate is in the attached snippet. Good enough for AI inferencing. This was based on 10mm aluminum...
Xebec reacted to MKWVentures's post in the thread ARM vs x86 Server CPU Market share, per Mercury Research with
hist78 replied to the thread Google passes TSMC relative capex in 2026.One of the key factors in AMD’s comeback was spinning off its manufacturing division into GlobalFoundries. Once AMD’s supply agreement...