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O
Luckily, most businesses do not rely on ‘great expectations’ and - arguably - trade at reasonable valuations. But I agree with you here...
May 20, 2026
B
The lying by this man to prop up the stock market needs to be studied for future generations. How utterly insane to put into an IPO...
May 20, 2026
B
I think this is an even bigger number than mentioned by Sam Altman?
"We acquired xAI in February 2026, which forms the basis of our AI...
May 20, 2026
F
Intel is not doing HNA-EUV anytime soon. The value proposition for logic is not there yet. I will write more about this tomorrow.
May 20, 2026
Intel is not doing HNA-EUV anytime soon. The value proposition for logic is not there yet. I will write more about this tomorrow.
May 20, 2026
F
From the scale bar, hard to believe it's 6 nm.
May 20, 2026
S
Or pherhaps Samsung is saying if you want memory you gotta fab with us?
May 20, 2026
I think this is an even bigger number than mentioned by Sam Altman?
"We acquired xAI in February 2026, which forms the basis of our AI...
May 20, 2026
F
Good observations on chiplet vs. monolithic.
I'm curious how well or poorly the implementation of this is going to go. I can see...
May 20, 2026
The full details are here: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm
They lost...
May 20, 2026
L
The full details are here: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm
They lost...
May 20, 2026
I definitely didn't expect SpaceX to lean 71X as hard on AI as .. Space for their addressable market..
May 20, 2026
I think this is an even bigger number than mentioned by Sam Altman?
"We acquired xAI in February 2026, which forms the basis of our AI...
May 20, 2026
OT - but IIRC Pentium 3 Coppermine was both a very successful chip, but also required a D0 stepping to get to 1.10/1.13 GHz reliably...
May 20, 2026
Haha.
I think this is an even bigger number than mentioned by Sam Altman? "We acquired xAI in February 2026, which forms the basis of our AI...
Like.
Intel is not doing HNA-EUV anytime soon. The value proposition for logic is not there yet. I will write more about this tomorrow.
Daniel Nenni replied to the thread ASML says first chips made with High-NA machines to arrive in months.Intel is not doing HNA-EUV anytime soon. The value proposition for logic is not there yet. I will write more about this tomorrow.
hist78 reacted to Xebec's post in the thread SpaceX Prospectus: $26.5T in AI TAM, $7T by 2030 with
Xebec reacted to lefty's post in the thread SpaceX Prospectus: $26.5T in AI TAM, $7T by 2030 with
