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K
One more deep view and comparison of the new Windows SPARK RTX part.
“The right comparison is a small CUDA workstation, a cloud GPU...
Jun 12, 2026
F
He did not specify in the clip why China will come out winning in the end (more power than anyone else, probably have more chips), maybe...
Jun 12, 2026
F
"Half the chip for twice as much, for a gain that is relatively small."
Jun 12, 2026
Certainly the step change in these models and harnesses happened around December / January, and there hasn’t been another big bang...
Jun 12, 2026
F
From within one of the largest software companies on earth, I can attest that this would be a similar story here as well if it were to...
Jun 12, 2026
D
I have very different numbers. Fab size, yield. wafer price, packaging price, even the fab name Would be gald to review them with you...
Jun 12, 2026
B
Certainly the step change in these models and harnesses happened around December / January, and there hasn’t been another big bang...
Jun 12, 2026
B
Certainly the step change in these models and harnesses happened around December / January, and there hasn’t been another big bang...
Jun 12, 2026
TPUs use HBMs extensively on CoWoS-based products. HBMs are built mostly by skHynix & Samsung -- and delivered to TSMC for CoWoS assembly.
Jun 12, 2026
C
TPUs use HBMs extensively on CoWoS-based products. HBMs are built mostly by skHynix & Samsung -- and delivered to TSMC for CoWoS assembly.
Jun 12, 2026
F
I don't think this is a binary situation, as Daniel and probably others have said here. Some humans don't want to think (TikTok..)...
Jun 12, 2026
F
I am seeing the inverse tbh it will degrade IQ considering what i am seeing in University or School People are skipping Homework or...
Jun 12, 2026
S
I hope such companies goes bankrupt than
Jun 12, 2026
B
So, for AI coding, clearly from 2023 to now, it has been night and day, or 0 to 1.
But are we seeing the rate of improvement...
Jun 12, 2026
I honestly do not feel that there is a big enough technical difference between EMIB and CoWos to justify moving a proven product over...
Jun 12, 2026
hist78 reacted to Brady's post in the thread Inside Anthropic, the $965 Billion Al Juggernaut | The Circuit with
Like.
Certainly the step change in these models and harnesses happened around December / January, and there hasn’t been another big bang...
Daniel Nenni reacted to ChrisGar's post in the thread Could Google's Next TPU Shift Back to TSMC? Inside the EMIB vs. CoWoS Battle with