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Oracle differentiates by being a cloud provider which focuses on enterprise application and system requirements, while Azure, AWS, and...
Sep 10, 2025
X
They should have firm contracts with their hosting clients. However, we have no way of knowing what kinds of cancellation, modification...
Sep 10, 2025
X
Bubbles? What bubbles?
Sep 10, 2025
you are correct If you have a subcon, ownership of inventory and expenses is always a discussion and advantage. I did this for many...
Sep 10, 2025
K
Think your're right on all this - they are more serious on cloud for enterprise. Plus they have done an excellent job on data center...
Sep 10, 2025
S
I think that crypto bubble enabled AI, because companies started/expanded development of different hardware and software infrastructure...
Sep 10, 2025
K
Depends what we are trying to figure out. Not sure there are externally available metrics for "R&D efficiency", though I know some...
Sep 10, 2025
K
you are correct If you have a subcon, ownership of inventory and expenses is always a discussion and advantage. I did this for many...
Sep 10, 2025
K
Don't think it's the former (for a welcome change). Here's what the Synopsys CEO actually said:
“Our results were primarily impacted by...
Sep 10, 2025
S
Agreed, although Samsung 2nm just got a big boost from Tesla but a big IP buy is probably a year away. Rapidus is also buying IP for...
Sep 10, 2025
K
Intel and China I guess? Intel is a very large Synopsys customer. There must be a big IP buy if 14A is to go online in the coming years...
Sep 10, 2025
Pickleball courts?
in theory they could ramp it in 2030. IFS will most likely run out of money before that.
Sep 10, 2025
Now that's a business opportunity for AI. Compress tape-out schedules.
Sep 10, 2025
In practical terms - is it leakage power that makes N3 lower power than 18A? Or is it more actual power draw at "moderate" ( < 4GHz )...
Sep 10, 2025
If we divide Intel’s 700,000 yearly wafer capacity by two (for fabs 52 and 62) and then by 12 months, each fab can make about 30,000...
Sep 10, 2025