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I can't post full slides here for reasons, but I found a Nvidia customer brief in 2011 that had a few interesting take-aways:
- Nvidia...
Yesterday at 7:38 PM
C
I read this proposal earlier today in the Wall Street Journal. I can't believe Anthropic issued a non-sensical statement like this...
Yesterday at 7:15 PM
B
I read this proposal earlier today in the Wall Street Journal. I can't believe Anthropic issued a non-sensical statement like this...
Yesterday at 7:01 PM
B
Just part of the road show hawking the stock.
Yesterday at 6:48 PM
B
I think the context that I heard was that 18A and 3 will ramp for another 12Qtrs, and given the strong demand, they will ramp 7 too in...
Yesterday at 6:38 PM
B
I assume from this kind of statement "AI" is easily disrupted and there are those who want to lock in their potential gains now?
Yesterday at 6:29 PM
B
I assume from this kind of statement "AI" is easily disrupted and there are those who want to lock in their potential gains now?
Yesterday at 6:12 PM
B
Anthropic calls for pause of global AI development
Getting a real pause to work would mean multiple major AI companies in multiple...
Yesterday at 6:07 PM
Did Intel basically do:
~ 2020-2023 Ramp up 7
~ 2024-2025 Reduce 7
2026: Ramp up 7
?
Yesterday at 6:04 PM
@floppydisk
seeking alpha is what I use (only good reason to use seekingalpha). If its still free
intel site video...
Yesterday at 6:02 PM
Cost concerns have raised doubts about the longevity of the artificial-intelligence boom, but the world's largest contract chip maker...
Yesterday at 5:46 PM
B
IFS breaking even by end of 2027? How does that play into your model if true?
I guess low yield can be a blessing in disguise in an...
Yesterday at 5:45 PM
Intel is trying to catch up with Nvidia and its massive ecosystem. Intel did not fully recognize, until Li-Bu Tan arrived, that the...
Yesterday at 5:38 PM
B
https://www.tomshardware.com/tech-industry/big-tech/elon-musks-spacex-secures-100-percent-property-tax-exemption-for-planned-usd55-billio...
Yesterday at 5:11 PM
I can see a lot of use cases for edge inference, but these seem most likely going into specific devices like cars, cameras, glasses...
Yesterday at 4:18 PM