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Latest activity

What's new Featured content New posts Latest activity

hist78 reacted to Fred Chen's post in the thread Samsung 1c DRAM yield troubles with Like.

Korean media: Samsung is considering disbanding the 1c DRAM task force, and the yield rate is less than half of the time, but it is...

Oct 16, 2025
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Brady reacted to Xebec's post in the thread BlackRock, Nvidia-backed group strikes $40 billion AI data center deal with Like.

FWIW - CNBC has a new video that visually shows the reinvestment chain: The pace and scale of artificial intelligence infrastructure...

Oct 15, 2025
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Brady reacted to Daniel Nenni's post in the thread BlackRock, Nvidia-backed group strikes $40 billion AI data center deal with Like.

'Very troubling': AI's self-investment spree sets off bubble alarms on Wall Street The companies at the center of the artificial...

Oct 15, 2025
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Brady reacted to siliconbruh999's post in the thread BlackRock, Nvidia-backed group strikes $40 billion AI data center deal with Like.

This sums it up all the AI Deals

Oct 15, 2025
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Brady reacted to siliconbruh999's post in the thread Intel to Expand AI Accelerator Portfolio with New GPU with Like.

18AP iirc that's what NVL iGPU is getting same uArch

Oct 15, 2025
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Brady reacted to KevinK's post in the thread Intel to Expand AI Accelerator Portfolio with New GPU with Like.

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
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Fred Chen posted the thread Samsung 1c DRAM yield troubles in SemiWiki Main Forum ( Ask the Experts! ).

Korean media: Samsung is considering disbanding the 1c DRAM task force, and the yield rate is less than half of the time, but it is...

Oct 15, 2025
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Fred Chen replied to the thread ASML looks to calm fears over 2026 growth as it warns of China sales decline.

Surprsingly, CFO wanted to wait until January for a more firm statement on it: Stephane Houri ODDO BHF Corporate & Markets, Research...

Oct 15, 2025
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siliconbruh999 reacted to Barnsley's post in the thread BlackRock, Nvidia-backed group strikes $40 billion AI data center deal with Like.

If your "AI" has you on the right side of a collapse , then thats what its there for no?

Oct 15, 2025
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siliconbruh999 reacted to hist78's post in the thread BlackRock, Nvidia-backed group strikes $40 billion AI data center deal with Like.

I think CNBC is already losing track of some smaller deals, such as Nvidia's $2 billion investment in xAI...

Oct 15, 2025
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siliconbruh999 reacted to hist78's post in the thread BlackRock, Nvidia-backed group strikes $40 billion AI data center deal with Haha.

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
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tomatoma reacted to siliconbruh999's post in the thread Intel to Expand AI Accelerator Portfolio with New GPU with Like.

don't know

Oct 15, 2025
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tomatoma reacted to siliconbruh999's post in the thread Intel to Expand AI Accelerator Portfolio with New GPU with Like.

18AP iirc that's what NVL iGPU is getting same uArch

Oct 15, 2025
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tomatoma reacted to KevinK's post in the thread Intel to Expand AI Accelerator Portfolio with New GPU with Like.

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
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tomatoma reacted to Daniel Nenni's post in the thread Intel to Expand AI Accelerator Portfolio with New GPU with Like.

I was told it is on Intel 18A.

Oct 15, 2025

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