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B
Regarding new foundry customers:
Timothy Arcuri: Thanks a lot. Lip Bu, I wanted to ask about the evolution of your foundry model. You...
May 1, 2026
B
During the call, DZ said,
"Intel Foundry operating loss in Q1 was $2.4 billion, improved $72 million quarter-over-quarter as better...
May 1, 2026
Interesting - I didn't realize the inference side of the business was actually even above breaking even. The last time I deeply...
May 1, 2026
We're at a weird place where AI labs are show strong operating profits with growing gross margins (gross margins 40 -> 80% on inference...
May 1, 2026
I've thought about this a bit.
SpaceX's primary (and consistent) mission is "Making Humanity Multiplanetary".
This alone makes...
May 1, 2026
K
As long as INTC is profitable, it should be valued higher than AMD:
- Still the majority leader for x86 sales
- Provides manufacturing...
May 1, 2026
K
Professional - generally agreed, though I think this moat is drying up slowly here for Nvidia. x86 iGPUs continue to grow in...
May 1, 2026
K
We're at a weird place where AI labs are show strong operating profits with growing gross margins (gross margins 40 -> 80% on inference...
May 1, 2026
I've thought about this a bit.
SpaceX's primary (and consistent) mission is "Making Humanity Multiplanetary".
This alone makes...
May 1, 2026
S
EUV tools and all the fabs’ land, buildings, and machines are part of Property, Plant, and Equipment (PP&E) in accounting. Here I...
May 1, 2026
Hmm. Nvidia probably has no choice because the AI companies aren't making money, and the biggest cost is the perf/watt of the...
May 1, 2026
Maybe I'm drinking too much of the bathwater, but this article postulates that both NVIDIA and TSMC are strategically underpricing the...
May 1, 2026
F
Some notes on foundry:
revenue went up 800M YOY based on higher wafer prices for 18A, Intel 3 wafers.
Costs went up 900M YOY based on...
May 1, 2026
K
Maybe I'm drinking too much of the bathwater, but this article postulates that both NVIDIA and TSMC are strategically underpricing the...
May 1, 2026
M
Some notes on foundry:
revenue went up 800M YOY based on higher wafer prices for 18A, Intel 3 wafers.
Costs went up 900M YOY based on...
May 1, 2026
Like.
Regarding new foundry customers: Timothy Arcuri: Thanks a lot. Lip Bu, I wanted to ask about the evolution of your foundry model. You...
Xebec replied to the thread Jensen Huang – Will Nvidia’s moat persist? Podcast with Dwarkesh Patel.Interesting - I didn't realize the inference side of the business was actually even above breaking even. The last time I deeply...
hist78 reacted to Xebec's post in the thread SpaceX's IPO gives Musk unchecked control via 'Texas fortress' strategy with