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Latest activity

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tomatoma 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.

Analysis-OpenAI, under pressure to meet demand, widens scope of Stargate and eyes debt to finance chips "We cannot fall behind in the...

Sep 26, 2025
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tomatoma 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.

I use multiple AI tools for research. There are ups and downs but right now Grok does the best job. I do not pay though, hopefully they...

Sep 26, 2025
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tomatoma reacted to Barnsley's post in the thread Analysis: AI will require $2T in annual revenue to support $500B in planned CapEx with Haha.

Good luck with that

Sep 26, 2025
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tomatoma reacted to siliconbruh999's post in the thread Analysis: AI will require $2T in annual revenue to support $500B in planned CapEx with Like.

I would rather switch to open source stuff and on device on model than to pay for it.

Sep 26, 2025
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tomatoma reacted to Barnsley's post in the thread Analysis: AI will require $2T in annual revenue to support $500B in planned CapEx with Like.

At some point folk will be forced to pay for the use of AI. Otherwise where is the return coming from?

Sep 26, 2025
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tomatoma reacted to tooLongInEDA's post in the thread Analysis: AI will require $2T in annual revenue to support $500B in planned CapEx with Like.

People have been saying this for some years now and it seems to make obvious sense. But that hasn't stopped nVidia dominance. Or is that...

Sep 26, 2025
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tomatoma reacted to samwilde's post in the thread Analysis: AI will require $2T in annual revenue to support $500B in planned CapEx with Like.

GPUs will get replaced with dedicated AI accelerators. Inference will be the first thing to go. You already see Google do this but the...

Sep 26, 2025
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tomatoma reacted to hist78's post in the thread Analysis: AI will require $2T in annual revenue to support $500B in planned CapEx with Like.

Bain & Company is one of the top three management consulting firms. Its founder, Bill Bain, was a Boston Consulting Group (BCG)...

Sep 26, 2025
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tomatoma reacted to Xebec's post in the thread Analysis: AI will require $2T in annual revenue to support $500B in planned CapEx with Like.

Agree re: DeepSeek I also get the sense that ChatGPT (and probably others) are also focused mainly on that token $/efficiency with...

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

I love how Bain just assumes 20% of the budget for personnel in sales, marketing, customer support, and R&D can be forked over as AI...

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

Note: I am not familiar with this agency, but I thought the analysis of future shortages in revenue for AI firms, and continued impact...

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

High-NA is expected to have a more complicated mask arrangement: https://euvlitho.com/2023/P11.pdf

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

Sorry for wrong name. We have a few EXE masks on hand a minute.

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

The EUV and DUV masks should be recognizably different. The High-NA mask is probably not finalized yet.

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

Thanks Fred, this will help me identify which masks we have are for what tools. We have a good few EXE at the minute

Sep 25, 2025

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