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This seems analogous to oil supply.
Price it too low and you miss $$. Price it too high and people develop alternatives.
It will be...
Jun 20, 2025
X
Google and the other hyper scalars are doing the same but it is Nvidia they are going after since the cost of GPUs are skyrocketing. The...
Jun 20, 2025
X
Key Points
- Amazon Web Services is set to announce an update to its Graviton4 chip that includes 600 gigabits per second of network...
Jun 20, 2025
We are fast approaching the $1 trillion investment goal...
Jun 20, 2025
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Credit: Shutterstock
Nvidia, through its venture capital arm NVentures, has joined Bill Gates and HD Hyundai in raising $650 million to...
Jun 20, 2025
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I just realized it's missing scale and labels on Y axis what's with the foundry and missing scale and y axis even on their D0 the scale...
Jun 20, 2025
X
This is interesting because I get a sense that N7 and N5 had early adopters and then "second adopters". It took a few years to really...
Jun 20, 2025
Nowadays, even a $1 trillion investment milestone seems modest!
Jun 20, 2025
S
I'm particularly impressed that TI is going to build a 130nm capacity with this investment. (range is "28nm-130nm"). Can you imagine...
Jun 20, 2025
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Deals Lost to TSMC, Focused Analysis on Galaxy, 3 Nano, and IP Issues
Samsung Electronics is in the midst of an inspection to restore...
Jun 20, 2025
X
I'm particularly impressed that TI is going to build a 130nm capacity with this investment. (range is "28nm-130nm"). Can you imagine...
Jun 20, 2025
June 20 (Reuters) - SoftBank Group founder Masayoshi Son is envisaging setting up a $1 trillion industrial complex in Arizona that will...
Jun 20, 2025
X
Texas Instruments’ annual revenue is not near $70 billion. With 2024 revenue at $15.64 billion and net profit at $4.78 billion, this...
Jun 20, 2025
That's a rookie number I am opening a $200 Billion Fab in my backyard with expected Investment reaching $500 Billion.
Jun 20, 2025
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That's a rookie number I am opening a $200 Billion Fab in my backyard with expected Investment reaching $500 Billion.
Jun 20, 2025
Like.
Google and the other hyper scalars are doing the same but it is Nvidia they are going after since the cost of GPUs are skyrocketing. The...
hist78 replied to the thread Texas Instruments plans $60 billion US investment under Trump push.We are fast approaching the $1 trillion investment goal...