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O
Thanks - and fully agree - I didn't question N2's density advantage - was just curious about the power efficiency.
haha, fair -- My...
May 10, 2026
Ah, yes.
The "this time it's different" canard, said before every major bubble. And it coincidentally generates HUGE fees for Goldman...
May 10, 2026
B
Ah, yes.
The "this time it's different" canard, said before every major bubble. And it coincidentally generates HUGE fees for Goldman...
May 10, 2026
Access to (Deep, "Affordable") Space is a pretty unique offering.. similar to being the only company in the world that can make EUV...
May 10, 2026
During the recent Tesla earnings call they said that the initial stage would be a small R&D fab, with a few $B set aside this year, and...
May 10, 2026
https://wccftech.com/intel-using-14a-tech-for-its-own-internal-chips-is-a-clever-move/
May 10, 2026
T
Ah, yes.
The "this time it's different" canard, said before every major bubble. And it coincidentally generates HUGE fees for Goldman...
May 10, 2026
Maybe SpaceX will beat Tesla soon?
Estimated PE Ratio: Because SpaceX is reinvesting every dollar of Starlink profit into Starship and...
May 10, 2026
Musk was mocking "big expensive clean rooms" and said the way he would modernize the stodgy semi industry is put wafers inside...
May 10, 2026
B
Musk was mocking "big expensive clean rooms" and said the way he would modernize the stodgy semi industry is put wafers inside...
May 10, 2026
T
Musk was mocking "big expensive clean rooms" and said the way he would modernize the stodgy semi industry is put wafers inside...
May 10, 2026
T
Let's come back to this thread in five years! Everything now is for me too much a sales pitch from SpaceX/Tesla in view of the SpaceX...
May 10, 2026
Clock speed shouldn't be a metric to judge design Intel 7 Raptor Lake clocks 6 Ghz and not a single X86 CPU on TSMC Node clocks that...
May 10, 2026
I think there are multiple sources on the density aspect of the comparison. There is one Here from Jan 2026 with this quote:
... but...
May 10, 2026
Thanks - and fully agree - I didn't question N2's density advantage - was just curious about the power efficiency.
haha, fair -- My...
May 10, 2026
Like.
Thanks - and fully agree - I didn't question N2's density advantage - was just curious about the power efficiency. haha, fair -- My...
user nl reacted to tomyoyo's post in the thread Elon Musk lays out Terafab AI chip project plan with
Xebec replied to the thread Elon Musk lays out Terafab AI chip project plan.Access to (Deep, "Affordable") Space is a pretty unique offering.. similar to being the only company in the world that can make EUV...