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Latest activity

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samwilde reacted to KevinK's post in the thread Analysis: AI will require $2T in annual revenue to support $500B in planned CapEx with Like.

Also sounds like fabs. Data centers used to be able to do density retrofits, but no longer. I wonder if hyperscalers will figure out how...

Sep 25, 2025
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samwilde reacted to Daniel Nenni's post in the thread Analysis: AI will require $2T in annual revenue to support $500B in planned CapEx with Like.

A guy from Meta keynoted at OIP today. He has been there for 14 years building datacenters. I will try and get my notes into a blog but...

Sep 25, 2025
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swka reacted to Daniel Nenni's post in the thread Bloomberg: Intel Is Seeking an Investment From Apple as Part of Its Comeback Bid with Like.

Good question. The answer is probably both. It would be interesting to see how many politicians bought Intel before and after the US...

Sep 25, 2025
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swka reacted to blueone's post in the thread Analysis: AI will require $2T in annual revenue to support $500B in planned CapEx with Like.

The Cerebras WSE-3 is not multi-die, it is a single die, and wafer-scale. It is a 900,000+ core processor. The cores are considered...

Sep 25, 2025
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ReganJ reacted to Fred Chen's post in the thread Intel splashes more cash on ASML’s magic machines with Like.

EXE= High-NA NXE=Low-NA NXT=most advanced DUV (including KrF)

Sep 25, 2025
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chris.sparks reacted to Fred Chen's post in the thread A couple of interesting EUV defect reports from SPIE this week with Like.

The emergence of high-NA EUV lithography has intensified mask 3D effects, necessitating advanced cleaning solutions for next-generation...

Sep 25, 2025
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eding42 reacted to Daniel Nenni's post in the thread Trump Posts AI Image of Him Trading Intel Stock?!?!?!? with Like.

Do you have any doubt there will be more $5B investments from industry leaders? Do you doubt that the top fabless companies will do...

Sep 25, 2025
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eding42 reacted to Daniel Nenni's post in the thread Intel splashes more cash on ASML’s magic machines with Like.

That is not what he said. “Going forward, our investment in Intel 14A will be based on confirmed customer commitments.” Meaning that...

Sep 25, 2025
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eding42 reacted to Daniel Nenni's post in the thread Intel splashes more cash on ASML’s magic machines with Like.

Last I heard Intel had two NXE:5000 HNA-EUV systems installed in the OR R&D center. Does anyone know different? I believe ASML has...

Sep 25, 2025
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eding42 reacted to Erik F's post in the thread Intel splashes more cash on ASML’s magic machines with Like.

Lip Bu said no 14A without customers. Does that mean there are customers?

Sep 25, 2025
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KevinK replied to the thread Analysis: AI will require $2T in annual revenue to support $500B in planned CapEx.

I think that classification system is broken for AI. Tesla Dojo 1 and 2 look kind of TPU-ish with some of their own custom data...

Sep 25, 2025
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Fred Chen replied to the thread Intel splashes more cash on ASML’s magic machines.

EXE= High-NA NXE=Low-NA NXT=most advanced DUV (including KrF)

Sep 25, 2025
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Barnsley reacted to siliconbruh999's post in the thread Intel splashes more cash on ASML’s magic machines with Haha.

I thought EXE means windows executable 😛

Sep 25, 2025
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siliconbruh999 replied to the thread Intel splashes more cash on ASML’s magic machines.

I thought EXE means windows executable 😛

Sep 25, 2025
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siliconbruh999 reacted to hist78's post in the thread Intel splashes more cash on ASML’s magic machines with Like.

Professional journalism is still alive, but it’s often overshadowed by the huge number of low quality websites, some of which operate...

Sep 25, 2025

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