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Latest activity

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tooLongInEDA reacted to samwilde's post in the thread OpenAI Inks AMD Chips Deal Worth Tens of Billions of Dollars with Like.

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 7, 2025
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tomatoma replied to the thread ARM CEO Rene Haas Claims That Time Has Punished Intel For Falling Behind the Chip Race.

I accidentally mispronounced the words... sorry The correct term is semiconductor design manufacturer.

Oct 7, 2025
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KevinK reacted to benb's post in the thread OpenAI Inks AMD Chips Deal Worth Tens of Billions of Dollars with Like.

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 7, 2025
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KevinK reacted to sonchoy's post in the thread OpenAI Inks AMD Chips Deal Worth Tens of Billions of Dollars with Like.

So many companies' stocks now depend on Sam Altman actually buying what he signed those MoUs for. Oracle AMD NVIDIA Microsoft...

Oct 7, 2025
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KevinK reacted to Daniel Nenni's post in the thread OpenAI Inks AMD Chips Deal Worth Tens of Billions of Dollars with Like.

Self preservation. A duopoly is better than a monopoly. Sam Altman is a future thinker versus a day-to-day business manager. Future...

Oct 7, 2025
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KevinK reacted to hist78's post in the thread OpenAI Inks AMD Chips Deal Worth Tens of Billions of Dollars with Haha.

Don’t you think AI has brought everything and everyone together like one big happy family?

Oct 7, 2025
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KevinK reacted to Xebec's post in the thread OpenAI Inks AMD Chips Deal Worth Tens of Billions of Dollars with Like.

I find this a little funny since just two weeks ago Nvidia announced a similar partnership with OpenAI...

Oct 7, 2025
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KevinK reacted to user nl's post in the thread OpenAI Inks AMD Chips Deal Worth Tens of Billions of Dollars with Like.

Advanced Micro Devices Inc. shares surged in premarket trading after the chipmaker signed a deal with OpenAI for AI infrastructure that...

Oct 7, 2025
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siliconbruh999 reacted to ai268's post in the thread ARM CEO Rene Haas Claims That Time Has Punished Intel For Falling Behind the Chip Race with Like.

Anyone here thinks ARM is a semiconductor manufacturing, not a computer architecture company? And come on, semiconductor manufacturing...

Oct 6, 2025
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siliconbruh999 replied to the thread OpenAI Inks AMD Chips Deal Worth Tens of Billions of Dollars.

Intel is doing the base dies at their fab as well for their GPUs iirc

Oct 6, 2025
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siliconbruh999 reacted to Daniel Nenni's post in the thread OpenAI Inks AMD Chips Deal Worth Tens of Billions of Dollars with 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...

Oct 6, 2025
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siliconbruh999 reacted to samwilde's post in the thread OpenAI Inks AMD Chips Deal Worth Tens of Billions of Dollars with Like.

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
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siliconbruh999 reacted to Daniel Nenni's post in the thread TSMC Price Hikes End the Era of Cheap Transistors with Like.

Well, if you look at TSMC's Gross Margins: Given TSMC has 90%+ market share at 3nm and 2nm I would say prices are reasonable.

Oct 6, 2025
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siliconbruh999 reacted to Daniel Nenni's post in the thread Tenstorrent in talks with TSMC, Samsung, even Rapidus, for 2nm; Jim Keller considering working with Intel with Like.

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
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ai268 replied to the thread ARM CEO Rene Haas Claims That Time Has Punished Intel For Falling Behind the Chip Race.

Anyone here thinks ARM is a semiconductor manufacturing, not a computer architecture company? And come on, semiconductor manufacturing...

Oct 6, 2025

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