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S
This sums it up all the AI Deals
Oct 15, 2025
Key Facts & Players
A consortium including BlackRock, Nvidia, Microsoft, xAI (Elon Musk’s AI outfit), MGX (Abu Dhabi’s AI investment...
Oct 15, 2025
S
I know the guys who gave China DDR3 for free, designed it on a PowerChip DRAM foundry process as contractors for ISSI on servers in Asia...
Oct 15, 2025
I worked with MediaTek for a good part of my career. This is a transformed company. Rick Tsai (former President and CEO of TSMC)...
Oct 15, 2025
Continues MediaTek’s long history of collaboration with NVIDIA to advance AI innovation from supercomputers to vehicles, IoT devices...
Oct 15, 2025
A
AI/ML if integrated into compounding models, both physical, financial and technologically has the unique ability to absorb the dramatic...
Oct 15, 2025
Y
After meeting in California, They taken back many know-hows/ IPs to China.This was written in a VP' book
Oct 15, 2025
Y
There are startups focus physical AI in CAE. I don't see their unique features or advantage, compare to traditional data exploitation...
Oct 15, 2025
A
AI/ML/Advanced automation are just in the very, very early stages of integration into every facet of society, business, education. The...
Oct 15, 2025
A
AI/ML is still in its infancy and will advance far faster and farther as its achievements compound on themselves. Compounding is among...
Oct 15, 2025
D
I think we'll be seeing Intel 3 in many different situations in the future.
Oct 15, 2025
S
Hah - one big + 4 little is a fair intepretation, if we're talking volume :). 1 of those (20A) is even a phantom node... (Though I...
Oct 15, 2025
S
The answer to these could be Fab 42 (EUV capable) in Arizona which was Intel 7 is being upgraded to Intel 18A. So, Intel 7 will be...
Oct 15, 2025
S
Milestone should have processed sooner he is not wrong about waiting for a time. If it was Taiwan/China/Korea money would have been...
Oct 15, 2025
S
After watching Pat Gelsinger’s interview, I’m convinced that Intel’s board of directors made the wrong decision in hiring him as CEO in...
Oct 15, 2025
Daniel Nenni posted the thread BlackRock, Nvidia-backed group strikes $40 billion AI data center deal in SemiWiki Main Forum ( Ask the Experts! ).Key Facts & Players A consortium including BlackRock, Nvidia, Microsoft, xAI (Elon Musk’s AI outfit), MGX (Abu Dhabi’s AI investment...
Like.
I know the guys who gave China DDR3 for free, designed it on a PowerChip DRAM foundry process as contractors for ISSI on servers in Asia...