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P
Maybe, maybe not. I know that the DSP chips inside the optical modules used for the inter-satellite laser links are standard commercial...
Feb 14, 2026
P
For memory, might it turn out to be better to add more robust ECC than heavier shielding?
IIRC Starship is targeting $100/kg in the...
Feb 14, 2026
P
HBM already has some ECC built-in, I'd imagine a little additional material for shielding would be simpler cost-wise than redesigning...
Feb 14, 2026
T
A group of U.S. lawmakers this week sent a letter to the U.S. State and Commerce Departments calling to reinforce restrictions on wafer...
Feb 13, 2026
M
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 13, 2026
M
There was a meme circulating recently, a pink dumpster 3/4 full outside the gates at 1600 Pennsylvania Ave with a sign: Award dropoff...
Feb 13, 2026
K
Two thoughts:
* agree that we will see new specialized foundational frontier models, that have very different architectures from the...
Feb 13, 2026
M
True, but also if you're using core chiplets like AMD there's less advantage to going to the next node because density (gates/mm2)...
Feb 13, 2026
M
BTW, my anecdotal view on Silicon Valley commercial tells me that we're in a weird in‑between moment: a lot of empty space and painful...
Feb 13, 2026
S
agree the AI HW needs will be a lot mor diversified, depending on different stage mentioned here, and even perhaps multiple different...
Feb 13, 2026
S
My personal opinion is that as models evolve and improve, elements of both training and inference are becoming increasingly specialized...
Feb 13, 2026
K
AI definitely feels like "the second computer revolution". Remember how unemployment has been 50% since computers took over the world...
Feb 13, 2026
AI definitely feels like "the second computer revolution". Remember how unemployment has been 50% since computers took over the world...
Feb 13, 2026
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 13, 2026
I am curious on this cause Lunar Lake RAM was pre negotiated so did that increase in price as well as for DRAM for OEM they can simply...
Feb 13, 2026
Like.
Maybe, maybe not. I know that the DSP chips inside the optical modules used for the inter-satellite laser links are standard commercial...
Xebec replied to the thread AI starting to hit office space market.AI definitely feels like "the second computer revolution". Remember how unemployment has been 50% since computers took over the world...