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Not one of my top ten semiconductor CEOs, not even close.
Oct 6, 2025
V
I bet all the customers need to prepay more to secure production capacity from TSMC.
Oct 6, 2025
S
AI chip design startup, Tenstorrent, has announced it's working with a range of companies to build out its next-generation AI chips...
Oct 6, 2025
I thought they already signed with Rapidus over a year ago. "we are looking at everyone" seems strange
Does Tenstorrent have any chips...
Oct 6, 2025
Tenstorrent is 10 years old, has raised more than $1B and current revenue cannot even cover the 1k employee burn rate. What position are...
Oct 6, 2025
S
Keller's company has huge backing from Jeff Bezos so I doubt they will go under.
Samsung is another one of Tenstorrent's backers so...
Oct 6, 2025
S
Tenstorrent is 10 years old, has raised more than $1B and current revenue cannot even cover the 1k employee burn rate. What position are...
Oct 6, 2025
S
Self preservation. A duopoly is better than a monopoly. Sam Altman is a future thinker versus a day-to-day business manager. Future...
Oct 6, 2025
Tenstorrent is 10 years old, has raised more than $1B and current revenue cannot even cover the 1k employee burn rate. What position are...
Oct 6, 2025
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...
Oct 6, 2025
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...
Oct 6, 2025
M
I thought they already signed with Rapidus over a year ago. "we are looking at everyone" seems strange
Does Tenstorrent have any chips...
Oct 6, 2025
S
gotta respect Altman's hustle. he is doing everything he can to turn OpenAI into a real business
Oct 6, 2025
I think you nailed it. Microsoft in-house workloads are historic CPU-centric workloads, not AI, which requires entire rethinks of what a...
Oct 6, 2025
C
For AI processors -- the DRAM content would almost definitely be mostly HBMs -- probably 12 high. (volume in 2-3 years ... to match...
Oct 6, 2025
Daniel Nenni replied to the thread ARM CEO Rene Haas Claims That Time Has Punished Intel For Falling Behind the Chip Race.Not one of my top ten semiconductor CEOs, not even close.
Like.
AI chip design startup, Tenstorrent, has announced it's working with a range of companies to build out its next-generation AI chips...
hist78 reacted to MKWVentures's post in the thread Tenstorrent in talks with TSMC, Samsung, even Rapidus, for 2nm; Jim Keller considering working with Intel with
user nl reacted to KevinK's post in the thread Microsoft CTO says he wants to swap most AMD and Nvidia GPUs for homemade chips with