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D
could be the best IPO timing of all time. Dont forget to slowly sell off the stock over time :p
May 11, 2026
In one of the largest copyright settlements involving generative artificial intelligence, Anthropic AI, a leading company in the...
May 11, 2026
B
I dont think AI summaries are going to tell the details on what impact this has. Lets wait to see what actually happens.
May 11, 2026
B
could be the best IPO timing of all time. Dont forget to slowly sell off the stock over time :p
May 11, 2026
K
The situation with "better packaging" being the way forward with reducing costs and advancing performance reminds me of the complexity...
May 11, 2026
K
Would love to see where they are on the Pareto frontiers for TCO (cost per million tokens) vs interactivity (TPS and TTFT latency) for a...
May 11, 2026
The situation with "better packaging" being the way forward with reducing costs and advancing performance reminds me of the complexity...
May 11, 2026
Thought this EMIB yield article for TPUs was also interesting. Based on an X posting by Ming-Chi Kuo, it highlights a few things.
* It...
May 11, 2026
Sure. Gemini though gives me in 5 seconds info I didn't know about the two people Tan hired last weeks.
Just a very easy and quick...
May 11, 2026
K
It is interesting - they have reached the market with an unassailable differentiator (working wafer-scale AI oriented systems with tons...
May 11, 2026
M
I dont think AI summaries are going to tell the details on what impact this has. Lets wait to see what actually happens.
May 11, 2026
K
could be the best IPO timing of all time. Dont forget to slowly sell off the stock over time :p
May 11, 2026
B
could be the best IPO timing of all time. Dont forget to slowly sell off the stock over time :p
May 11, 2026
M
I think most who follow the technology "feel" like TSMC is likely to produce the more efficient transistors. As you point out, history...
May 11, 2026
K
- Cerebras to raise IPO price range, share count amid strong demand, sources say
- Orders exceed 20 times available shares as AI chip...
May 11, 2026
Like.
could be the best IPO timing of all time. Dont forget to slowly sell off the stock over time :p
Xebec posted the thread AI Anthropic settles for $1.5B for copyrighted works of book authors in SemiWiki Main Forum ( Ask the Experts! ).In one of the largest copyright settlements involving generative artificial intelligence, Anthropic AI, a leading company in the...
user nl replied to the thread Intel CEO Who Won Over Trump and Musk Now Needs a Breakthrough.Sure. Gemini though gives me in 5 seconds info I didn't know about the two people Tan hired last weeks. Just a very easy and quick...
Haha.
I think most who follow the technology "feel" like TSMC is likely to produce the more efficient transistors. As you point out, history...
