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Latest activity

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Xebec reacted to Daniel Nenni's post in the thread 2025 Semiconductor Revenue Up 25.5% due to Price Gouging! with Like.

The way we count unit sales is a bit antiquated since fabless system companies like Apple and Microsoft plus hyperscalers like Google...

Yesterday at 11:47 AM
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KevinK replied to the thread Cisco launched its Silicon One G300 AI networking chip in a move that aims to compete with Nvidia and Broadcom..

I agree with you on this - they have their own approach to MoE, that fits their hardware. But I asked the second question because there...

Yesterday at 11:47 AM
S

soAsian replied to the thread 'Taipei Is Home': Nvidia Seals The Deal On Massive New Taiwan Headquarters.

https://asia.nikkei.com/opinion/xi-s-anti-corruption-drive-has-removed-the-pla-s-safety-valve

Yesterday at 10:57 AM
I

IanD reacted to blueone's post in the thread Cisco launched its Silicon One G300 AI networking chip in a move that aims to compete with Nvidia and Broadcom. with Like.

I think I finally found what I'm looking for regarding how Cerebras does scale-out in processing flow terms...

Yesterday at 10:00 AM
I

IanD replied to the thread Cisco launched its Silicon One G300 AI networking chip in a move that aims to compete with Nvidia and Broadcom..

I do understand the big differences in architecture and how Cerebras claim to avoid scaling problems with increasingly large AI models...

Yesterday at 10:00 AM
M

MKWVentures reacted to Xebec's post in the thread AI starting to hit office space market with Like.

AI definitely feels like "the second computer revolution". Remember how unemployment has been 50% since computers took over the world...

Yesterday at 7:57 AM
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KevinK reacted to IanD's post in the thread Cisco launched its Silicon One G300 AI networking chip in a move that aims to compete with Nvidia and Broadcom. with Like.

Great analysis, far better than I could have done... :-) I agree that multi-WSE scaling being close to linear with number of WSE (with...

Yesterday at 7:54 AM
hist78 reacted to Barnsley's post in the thread Gong Xi Fa Cai - Year of the Fire Horse. with Like.

Yesterday at 6:55 AM
E

essiah replied to the thread Gong Xi Fa Cai - Year of the Fire Horse..

Fire horse is a wild turbulent year

Yesterday at 5:43 AM
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siliconbruh999 reacted to Daniel Nenni's post in the thread 2025 Semiconductor Revenue Up 25.5% due to Price Gouging! with Like.

The way we count unit sales is a bit antiquated since fabless system companies like Apple and Microsoft plus hyperscalers like Google...

Yesterday at 4:41 AM
S

siliconbruh999 reacted to Xebec's post in the thread 2025 Semiconductor Revenue Up 25.5% due to Price Gouging! with Haha.

You and me both, lol!!

Yesterday at 4:41 AM
I

IanD replied to the thread Cisco launched its Silicon One G300 AI networking chip in a move that aims to compete with Nvidia and Broadcom..

Great analysis, far better than I could have done... :-) I agree that multi-WSE scaling being close to linear with number of WSE (with...

Yesterday at 2:03 AM
P

Paul2 replied to the thread Cisco launched its Silicon One G300 AI networking chip in a move that aims to compete with Nvidia and Broadcom..

Much more like Kavalan than JD. TW semi community is very bullish on established technologies in general because razed fields open new...

Monday at 10:48 PM
Daniel Nenni reacted to Barnsley's post in the thread Gong Xi Fa Cai - Year of the Fire Horse. with Haha.

Good Health and Prosperity to All. Good luck to all the fellow "Rats" we are in for a tough year on the astrology charts. 😁😁😁😁

Monday at 9:42 PM
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Paul2 reacted to Barnsley's post in the thread Gong Xi Fa Cai - Year of the Fire Horse. with Like.

Monday at 9:14 PM

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