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S
AMD can't rely on another party to maintain their software like in the case of CPUs(x86).
Jul 30, 2025
B
Hynix is usually first on the NAND layer count race, but their problem is they can't saturate the market early on, but Samsung can, and...
Jul 30, 2025
B
OT, but consider that both parties effectively screwed him over before he became openly hostile.
Tesla was not invited to the...
Jul 30, 2025
D
My suggestion is to work with google.
Make a custom-version TPU.
Use their knowledge on dynamic logic and domino logic.
Jul 30, 2025
S
NVIDIA's CUDA has just way more software support in compute and AI. It is why even AMD has a lousy share.
Jul 30, 2025
S
Intel has been trying in the discrete GPU market for several years and has their 2nd gen Battlemage out. But even with that, they don't...
Jul 30, 2025
S
I agree I'm not seeing much action or a path to improve their top line revenue in the next couple of years.
They're a token player in...
Jul 30, 2025
S
It became a Elon thread from Samsung thread.
🤣
Jul 30, 2025
S
I agree I'm not seeing much action or a path to improve their top line revenue in the next couple of years.
They're a token player in...
Jul 30, 2025
Doubt that, it produces lots of literature, troubled fathers are everywhere.....here just a sample for your Summer reading...
Jul 30, 2025
X
Intel has been trying in the discrete GPU market for several years and has their 2nd gen Battlemage out. But even with that, they don't...
Jul 30, 2025
The following is an interesting Q&A conversation during recent TSMC Q2 2025 earnings call. I believe the particular TSMC customer...
Jul 30, 2025
The Samsung 2nm PDK was a mess so this was not a PDK based decision. Tesla worked with both TSMC and Samsung on previous designs. I...
Jul 30, 2025
FWIW, Tesla's AI6 is meant to be a universal chip - for the Tesla robots, Automotive full self driving, and also AI inference and...
Jul 30, 2025