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The valuations are definitely off. Anything to do with AI...
Sep 30, 2025
I think that the last line sums it up rather succintly, assuming some irony intended..."According to Grok"
It's hard to imagine this...
Sep 30, 2025
(Reuters) -Citigroup (C) has raised its forecast for AI-related infrastructure spending by tech giants to surpass $2.8 trillion through...
Sep 30, 2025
The dot-com boom (roughly 1995–2000) and the AI boom (2010s–present) are transformative periods driven by technological innovation, but...
Sep 30, 2025
This is my guess too but I seriously doubt Altera will beat AMD/Xilinx in the process node race at TSMC. Cost is a very big deal with...
Sep 30, 2025
(Reuters) -Citigroup (C) has raised its forecast for AI-related infrastructure spending by tech giants to surpass $2.8 trillion through...
Sep 30, 2025
And Silver Lake probably secured an agreement with Intel allowing Altera to use non-Intel foundries after a certain period of time or...
Sep 30, 2025
3D DRAM does not require EUV:
AI Overview
No, 3D DRAM does not inherently require EUV lithography; in fact, the vertical stacking of...
Sep 30, 2025
Like chiplets and all those 3D packaging in IC world, 3D DRAM type is inevitable.
Sep 30, 2025
Dr Ian Cutress:
Whenever I talk about the land of compute, we imagine it as a line going from CPU to GPU, to FPGA then ASIC. If you...
Sep 30, 2025
F
The 4F2 vertical channel scheme is still continued scaling of bit line pitch (which increases its capacitance relative to capacitor) but...
Sep 30, 2025
TSMC's EUV Dynamic Power Saving: A Win-Win for Energy Efficiency and Production Capacity
Implementing Fab Automation is Projected to...
Sep 30, 2025
F
Main issue right now is they can't get enough layers (>100).
Sep 30, 2025
The dot-com boom (roughly 1995–2000) and the AI boom (2010s–present) are transformative periods driven by technological innovation, but...
Sep 30, 2025
(Reuters) -Citigroup (C) has raised its forecast for AI-related infrastructure spending by tech giants to surpass $2.8 trillion through...
Sep 30, 2025
Daniel Nenni replied to the thread Citigroup forecasts Big Tech's AI spending to cross $2.8 trillion by 2029.The valuations are definitely off. Anything to do with AI...
chipsntexas replied to the thread Citigroup forecasts Big Tech's AI spending to cross $2.8 trillion by 2029.I think that the last line sums it up rather succintly, assuming some irony intended..."According to Grok" It's hard to imagine this...
Xebec reacted to Daniel Nenni's post in the thread Citigroup forecasts Big Tech's AI spending to cross $2.8 trillion by 2029 with
Like.
(Reuters) -Citigroup (C) has raised its forecast for AI-related infrastructure spending by tech giants to surpass $2.8 trillion through...
hist78 reacted to Daniel Nenni's post in the thread Citigroup forecasts Big Tech's AI spending to cross $2.8 trillion by 2029 with
