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I watched it and an amazing show! He was really pushing OpenClaw, comparing it to Linux. With the extra security and OpenShell improved...
Mar 16, 2026
D
It's the ASML machine which they've recently achieved 7nm capability with. The yield rate is still unknown.
Mar 16, 2026
I watched it and an amazing show! He was really pushing OpenClaw, comparing it to Linux. With the extra security and OpenShell improved...
Mar 16, 2026
This is still going on. TIL IBM invented SQL in the (early?) 1970s. Nvidia announced DLSS5, which appears to mostly improve human...
Mar 16, 2026
Nvidia's Vera Rubin appears to be focused on improving higher end / "higher value" AI inference workloads. Where Blackwell improved...
Mar 16, 2026
One serious uncertainty that can greatly impact this AI silicon shortage is the U.S. and Israel's attacks on Iran and the endless...
Mar 16, 2026
I feel he doesn't know the fundamental economics of the semi foundry business. There cannot be a prognosis to be made on anything in...
Mar 16, 2026
This must be a big hit for TechInsights. They are the actual gold standard. TechInsights bases their analysis on actual silicon not...
Mar 16, 2026
This is still going on. TIL IBM invented SQL in the (early?) 1970s. Nvidia announced DLSS5, which appears to mostly improve human...
Mar 16, 2026
Interesting preview / overview of things to come today and this week at GTC 2026:
The keynote by Jensen Huang can be viewed at many...
Mar 16, 2026
M
Fab 52 is running at half of planned capacity, correct? You do know the wafer starts per week and the output vs planned capacity...
Mar 16, 2026
F
So this is a fully domestically supplied fab?
Mar 16, 2026
T
https://www.reuters.com/world/asia-pacific/chinas-no-2-chipmaker-readies-7-nm-production-beijing-ramps-up-self-suffiency-2026-03-16/...
Mar 16, 2026
As I said in Linked in.... It was never coming in 2027. 18A doesnt even fill one fab until 2027. Even Intel Products (IF they do them on...
Mar 16, 2026
Interesting preview / overview of things to come today and this week at GTC 2026:
The keynote by Jensen Huang can be viewed at many...
Mar 16, 2026