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L
So @IanD can you disclose more?
Monday at 7:52 AM
I recall there were a lot people a lot smarter than me lamenting the fact that Amazon and Tesla were "cash burning machines" that were...
Monday at 7:41 AM
A few thoughts:
- The CHIPS act would have mostly faded into oblivion, and the "on-shore in USA" push would be substantially less than...
Monday at 7:41 AM
E
I recall there were a lot people a lot smarter than me lamenting the fact that Amazon and Tesla were "cash burning machines" that were...
Monday at 7:34 AM
S
true.... but my point was not on the market. what would happen to society......
Similar example: what would happen if there were no...
Monday at 7:27 AM
M
true.... but my point was not on the market. what would happen to society......
Similar example: what would happen if there were no...
Monday at 7:26 AM
B
And SpaceX is selling at least another $20B of bonds after just raising $85B cash.
This new industrial revolution surely isn't very...
Monday at 7:26 AM
In my opinion I think TSMC feels there is an AI bubble so they are not building as many fabs since they will be hard to fill after the...
Monday at 7:24 AM
M
I can imagine a 10 years old stepper being assembled from parts, but you really cannot run a business without manufacturer's support...
Monday at 7:24 AM
S
You missed it by a week anyway... ;-)
Monday at 7:21 AM
M
I also note the data is 2-3 years old, in other words before anyone has any experience with trying to actually put high-NA into volume...
Monday at 7:16 AM
I would really like the 2022 CPU/GPU/RAM Pricing though if it went away
Monday at 7:16 AM
Question: IF AI went away and we were back to 2022. What would be the significant difference in our life?
If you have made a career out...
Monday at 7:15 AM
S
I would really like the 2022 CPU/GPU/RAM Pricing though if it went away
Monday at 7:15 AM
S
Question: IF AI went away and we were back to 2022. What would be the significant difference in our life?
If you have made a career out...
Monday at 7:14 AM
Xebec reacted to EganVector's post in the thread AI is the greatest money-wasting scheme humanity has ever invented with
Like.
I recall there were a lot people a lot smarter than me lamenting the fact that Amazon and Tesla were "cash burning machines" that were...
Daniel Nenni replied to the thread WSJ: Why the Memory Crunch Is Almost Impossible to Solve.In my opinion I think TSMC feels there is an AI bubble so they are not building as many fabs since they will be hard to fill after the...
Haha.
Question: IF AI went away and we were back to 2022. What would be the significant difference in our life? If you have made a career out...