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S
This sums it up all the AI Deals
Oct 15, 2025
S
China is the biggest market in terms of revenue, but not profit. The Chinese only can buy less advanced DUV machines, which have a much...
Oct 15, 2025
T
not to defend the guy, but was LBs first move NOT bending knee to the new admin to get the money faster while giving away stock and...
Oct 15, 2025
S
I
Getting much harder to design silicon that can do double duty for efficient data center inference as well as consumer GPU. Most of...
Oct 15, 2025
S
not to defend the guy, but was LBs first move NOT bending knee to the new admin to get the money faster while giving away stock and...
Oct 15, 2025
T
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
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
I think CNBC is already losing track of some smaller deals, such as Nvidia's $2 billion investment in xAI...
Oct 15, 2025
S
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
K
This sums it up all the AI Deals
Oct 15, 2025
FWIW - CNBC has a new video that visually shows the reinvestment chain:
The pace and scale of artificial intelligence infrastructure...
Oct 15, 2025
FWIW - CNBC has a new video that visually shows the reinvestment chain:
The pace and scale of artificial intelligence infrastructure...
Oct 15, 2025
L
China is the biggest market in terms of revenue, but not profit. The Chinese only can buy less advanced DUV machines, which have a much...
Oct 15, 2025
Following your innovative idea, here’s an enhanced version. I accidentally tried it a couple of times, but it doesn’t seem to self-charge.
Oct 15, 2025
Following your innovative idea, here’s an enhanced version. I accidentally tried it a couple of times, but it doesn’t seem to self-charge.
Oct 15, 2025
Haha.
This sums it up all the AI Deals
Like.
China is the biggest market in terms of revenue, but not profit. The Chinese only can buy less advanced DUV machines, which have a much...
hist78 replied to the thread BlackRock, Nvidia-backed group strikes $40 billion AI data center deal.I think CNBC is already losing track of some smaller deals, such as Nvidia's $2 billion investment in xAI...
Xebec replied to the thread BlackRock, Nvidia-backed group strikes $40 billion AI data center deal.FWIW - CNBC has a new video that visually shows the reinvestment chain: The pace and scale of artificial intelligence infrastructure...
Daniel Nenni reacted to hist78's post in the thread BlackRock, Nvidia-backed group strikes $40 billion AI data center deal with
chipsntexas reacted to hist78's post in the thread BlackRock, Nvidia-backed group strikes $40 billion AI data center deal with