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S
While I've yet to get back to you on your IDM is a doomed business model thesis, we can simplify your observations to two things...
Friday at 9:58 AM
K
From Software to Real Estate, U.S. Sectors Under the Grip of AI Scare Trade
Feb 13 (Reuters) - Wall Street is in the grip of disruption...
Friday at 9:58 AM
I
https://arxiv.org/html/2503.11698v1
At the first order these problems seem to be solved, however, it increases the cost of the system...
Friday at 9:53 AM
L
While I've yet to get back to you on your IDM is a doomed business model thesis, we can simplify your observations to two things...
Friday at 9:51 AM
From Software to Real Estate, U.S. Sectors Under the Grip of AI Scare Trade
Feb 13 (Reuters) - Wall Street is in the grip of disruption...
Friday at 9:39 AM
K
I think we do have to be watchful of the jobs numbers, especially with deportations, and revisions to jobs numbers because many of the...
Friday at 9:28 AM
I
I've read how it works for myself thank you very much, both there and elsewhere... ;-)
That is of course a carefully tailored Cerebras...
Friday at 8:57 AM
K
After what we went through with the pandemic this will feel like a minor shift in time and space.
Friday at 8:33 AM
K
There's no doubt that for specific (inference?) tasks which map well onto the Cerebras architecture (*enormous* local memory bandwidth...
Friday at 8:30 AM
S
That might be what they claim but I don't really believe it -- what they mean is that they *try* to hide it just like more conventional...
Friday at 8:30 AM
S
Yes, I have understood that distinction for many years. If you have time, please read my previous three posts this thread.
I wrote that...
Friday at 8:18 AM
I
That might be what they claim but I don't really believe it -- what they mean is that they *try* to hide it just like more conventional...
Friday at 8:17 AM
M
Here's a one year perspective from BLS. Most every industry shed employees YoY or remained flat, except for "Private Education and...
Friday at 8:03 AM
M
After what we went through with the pandemic this will feel like a minor shift in time and space.
Friday at 8:03 AM
M
The boom is now and AMD is not as constrained as Intel. N2 is a 2027 problem
The issue at Intel is simple: The plan was to move people...
Friday at 8:02 AM
Like.
While I've yet to get back to you on your IDM is a doomed business model thesis, we can simplify your observations to two things...
Daniel Nenni replied to the thread AI starting to hit office space market.From Software to Real Estate, U.S. Sectors Under the Grip of AI Scare Trade Feb 13 (Reuters) - Wall Street is in the grip of disruption...