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Asianometry has posted a "post-mortem" on Itanium, covering the full history from beginning to end.
This video is pretty thorough, and...
Apr 22, 2026
Why can’t Intel Foundry provide manufacturing services to SpaceX, xAI, and Tesla instead of helping Elon Musk build his own fabs and...
Apr 22, 2026
J
Each partner is working/collaborating on different units. Marvell should be working on Memory Processing Unit. I don't think they are...
Apr 22, 2026
M
😲 Can any of you honestly tell me that this isn't the golden age of semis industry. i'm a investor in TSMC for years and this is the...
Apr 22, 2026
I think you're right this is probably THE golden age for semis.
Y2K build-up comes to mind as a competitor, but that was also very much...
Apr 22, 2026
😲 Can any of you honestly tell me that this isn't the golden age of semis industry. i'm a investor in TSMC for years and this is the...
Apr 22, 2026
Anthropic will need tons of compute for upcoming Mythos model. They already kind-of announced increase in subscription price and I am...
Apr 22, 2026
Didn’t I just read like a few days ago some massive deal regarding Anthropic and GCP + TPUs??
Every week is like a fever dream with all...
Apr 22, 2026
"Anthropic, for its part, has agreed to spend over $100 billion on AWS over the next 10 years, obtaining up to 5 GW of new computing...
Apr 22, 2026
No award. But I did learn just how slow product development can move when you combine HP and Intel
Apr 22, 2026
Hopefully the big boys at the top of the food chain can flick some scraps off the table for the rest of us 😁😁😁
Apr 22, 2026
😲 Can any of you honestly tell me that this isn't the golden age of semis industry. i'm a investor in TSMC for years and this is the...
Apr 22, 2026
L
Cursor is a VS Code wrapper with a repackaged Chinese open-source AI (Kimi) stuck on . Well worth $60 billion.
Apr 22, 2026
Everyone has to buy a Cybertruck?
Apr 22, 2026
F
Everyone has to buy a Cybertruck?
Apr 22, 2026