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B
So calculating in the dissociative “medication” to this latest delusion, xAI will buy a couple hundred thousand of chips worth some...
Tuesday at 12:05 PM
Published earlier this year, before Lip-BU became CEO:
Tuesday at 11:48 AM
Elon Musk Predicts xAI Alone Will Buy ‘Billions’ of AI Chips Costing As Much as $25 Trillion, With 50 Million Chips Coming Within ‘5...
Tuesday at 11:41 AM
S
Pat was always very combative. I think he was the right CEO for Intel even if he messed up with the economic side of things. He still...
Tuesday at 11:20 AM
S
A couple of interesting, very likely debatable, points from Professor Bill Lazonick in this video:
1. It looks like he feels Intel did...
Tuesday at 11:04 AM
True but TSMC, Nvidia, and Apple have been at it for 30+ years. Intel and Samsung foundry are rising from the ashes so they will need to...
Tuesday at 10:45 AM
In my opinion, this action by the US government will have implications on Intel's access to Chinese markets. I would not be surprised if...
Tuesday at 10:44 AM
US government agencies do use old, sometimes very old, semiconductors due to long product development, manufacturing, testing...
Tuesday at 10:36 AM
A
In my opinion, this action by the US government will have implications on Intel's access to Chinese markets. I would not be surprised if...
Tuesday at 10:32 AM
M
We keep trying to find ways to make the Jets and Panthers competitive with the Chiefs.
Customers are free to bet on the Jets and...
Tuesday at 10:28 AM
K
Nokia had a huge installed base on Symbian OS. Symbian was great when it came out but hopelessly obsolete in the late 2000s. They tried...
Tuesday at 10:24 AM
I think there is a disruptive way to challenge TSMC, in fact I am counting on it, but the first order of business is to get Intel and...
Tuesday at 10:18 AM
X
Is there no disruptive way to challenge TSMC?
(Atomic Semi/peers, another novel way of building chips, building a world class...
Tuesday at 10:05 AM
B
No leading edge foundry will ever grow again without state backing. As you are well aware, the startup costs are astronomical (just ask...
Tuesday at 9:56 AM
P
Because the government disowned most of the industry by the early nineties, and was no longer doing outright wealth transfers to Chiang...
Tuesday at 9:25 AM