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Tenstorrent is 10 years old, has raised more than $1B and current revenue cannot even cover the 1k employee burn rate. What position are...
Today at 11:10 AM
B
With 18A it's priorities they are focusing on their products and revenue stream there is no grounds up PDK for external till 14A as gor...
Today at 10:20 AM
M
With 18A it's priorities they are focusing on their products and revenue stream there is no grounds up PDK for external till 14A as gor...
Today at 10:10 AM
M
I thought they already signed with Rapidus over a year ago. "we are looking at everyone" seems strange
Does Tenstorrent have any chips...
Today at 10:10 AM
S
gotta respect Altman's hustle. he is doing everything he can to turn OpenAI into a real business
Today at 10:09 AM
I think you nailed it. Microsoft in-house workloads are historic CPU-centric workloads, not AI, which requires entire rethinks of what a...
Today at 9:42 AM
C
For AI processors -- the DRAM content would almost definitely be mostly HBMs -- probably 12 high. (volume in 2-3 years ... to match...
Today at 9:36 AM
S
gotta respect Altman's hustle. he is doing everything he can to turn OpenAI into a real business
Today at 9:35 AM
C
There are also reports that OpenAI is developing their own AI processor chip.
Today at 9:30 AM
Azure is the #2 cloud computing company in the world. Their proprietary cloud-native applications include six database management...
Today at 9:22 AM
X
It's kind of fun here:
Sept 2025:
Nvidia invests (up to) $100B in OpenAI as they buy GPUs and build out data centers together
Oct...
Today at 9:06 AM
X
For those doing the mathematics, $600 per share at 160m shares would be $96 billion dollars, or roughly the same value as the hardware...
Today at 9:01 AM
X
Don’t you think AI has brought everything and everyone together like one big happy family?
Today at 9:01 AM
X
I don't see why they couldn't be in a close-to-polar orbit at right-angles to the sun so the panels always face towards it and the...
Today at 9:01 AM
B
A future thinker, maybe. I will definitely agree when he starts cutting those big checks about a year from now.
But he definitely just...
Today at 8:54 AM