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Another "ducking a question" by Lisa Su, in this other interview on the AMD-OpenAI deal, on the risk for the industry in general by the...
Oct 6, 2025
OpenAI seems creative in many of its financial arrangements. I just read this extensive piece on its financial and ownership structure...
Oct 6, 2025
Semiconductor packaging is generally lower margin than wafers. It was traditionally 15-20% at OSATs back in the day. TSMC turned that...
Oct 6, 2025
S
I use both Grok and ChatGPT. Generally Grok is better. I use them both side by side and compare results. I still get wrong answers now...
Oct 6, 2025
I use both Grok and ChatGPT. Generally Grok is better. I use them both side by side and compare results. I still get wrong answers now...
Oct 6, 2025
S
Semiconductors got bigger and more important than other industries because, up to 28nm, every shrink made the chip better and less...
Oct 6, 2025
I use both Grok and ChatGPT. Generally Grok is better. I use them both side by side and compare results. I still get wrong answers now...
Oct 6, 2025
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
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
So many companies' stocks now depend on Sam Altman actually buying what he signed those MoUs for.
Oracle
AMD
NVIDIA
Microsoft...
Oct 6, 2025
gotta respect Altman's hustle. he is doing everything he can to turn OpenAI into a real business
Oct 6, 2025
There are also reports that OpenAI is developing their own AI processor chip.
Oct 6, 2025
A future thinker, maybe. I will definitely agree when he starts cutting those big checks about a year from now.
But he definitely just...
Oct 6, 2025
Just watch the Bloomberg interview with Lisa Su and CTO OpenAI Greg Brockman...
Oct 6, 2025
You mean Elon as well? ;)
Oct 6, 2025
user nl replied to the thread OpenAI Inks AMD Chips Deal Worth Tens of Billions of Dollars.Another "ducking a question" by Lisa Su, in this other interview on the AMD-OpenAI deal, on the risk for the industry in general by the...
Daniel Nenni replied to the thread TSMC Price Hikes End the Era of Cheap Transistors.Semiconductor packaging is generally lower margin than wafers. It was traditionally 15-20% at OSATs back in the day. TSMC turned that...
Like.
I use both Grok and ChatGPT. Generally Grok is better. I use them both side by side and compare results. I still get wrong answers now...
Haha.
I use both Grok and ChatGPT. Generally Grok is better. I use them both side by side and compare results. I still get wrong answers now...