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the AI frenzy will be pushed a bit further with this for sure. Some say OpenAI has already become too big to fail. What do you guys...
Oct 6, 2025
Don't forget that these are today's prices (or near future) -- new nodes always cost more when introduced, but then cost drops over...
Oct 6, 2025
AMD's revenue and profit will impact the value of OpenAI's holdings/Warrants at AMD. Consequently it will impact the value of Nvidia's...
Oct 6, 2025
M
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
Semiconductors got bigger and more important than other industries because, up to 28nm, every shrink made the chip better and less...
Oct 6, 2025
B
On this topic: HBM 4E memory employs a separate logic die. Those die are being made at Foundries. Samsung is using their own Foundry...
Oct 6, 2025
S
To me this AI spend is the worst kind of bubble hundreds of billions or a trillion on chips which will be obsolete a year or two...
Oct 6, 2025
S
Is it just me or do some of these creative financing arrangements (the CoreWeave/nVidia circular relationship being just one example and...
Oct 6, 2025
T
Is it just me or do some of these creative financing arrangements (the CoreWeave/nVidia circular relationship being just one example and...
Oct 6, 2025
S
the AI frenzy will be pushed a bit further with this for sure. Some say OpenAI has already become too big to fail. What do you guys...
Oct 6, 2025
S
So many companies' stocks now depend on Sam Altman actually buying what he signed those MoUs for.
Oracle
AMD
NVIDIA
Microsoft...
Oct 6, 2025
AMD's revenue and profit will impact the value of OpenAI's holdings/Warrants at AMD. Consequently it will impact the value of Nvidia's...
Oct 6, 2025
Samsung
SK hynix
Oct 6, 2025
Good question. I don’t know whether his friends list is growing or shrinking after so many episodes of drama.
Oct 6, 2025
S
So many companies' stocks now depend on Sam Altman actually buying what he signed those MoUs for.
Oracle
AMD
NVIDIA
Microsoft...
Oct 6, 2025
Xebec reacted to swka's post in the thread OpenAI Inks AMD Chips Deal Worth Tens of Billions of Dollars with
Like.
the AI frenzy will be pushed a bit further with this for sure. Some say OpenAI has already become too big to fail. What do you guys...
Daniel Nenni reacted to IanD's post in the thread TSMC Price Hikes End the Era of Cheap Transistors with
hist78 replied to the thread OpenAI Inks AMD Chips Deal Worth Tens of Billions of Dollars.AMD's revenue and profit will impact the value of OpenAI's holdings/Warrants at AMD. Consequently it will impact the value of Nvidia's...