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Latest activity

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hist78 reacted to Daniel Nenni's post in the thread OpenAI would have to spend over $1 trillion to deliver its promised computing power. It may not have the cash. with Like.

OpenAI (OPAI.PVT) would have to spend more than $1 trillion within the next five years to deliver the massive amount of computing power...

Oct 16, 2025
hist78 replied to the thread TSMC 3Q25 Earnings Conference Presentation Materials & Press Release.

Some interesting points from the earnings call: 1. TSMC is acquiring a second parcel of land in Phoenix, Arizona to support its...

Oct 16, 2025
M

MKWVentures reacted to siliconbruh999's post in the thread Intel Unveils Panther Lake Architecture: First AI PC Platform Built on 18A with Like.

Intel 4 is small part of MTL lake and the rest is TSMC and OEMs still like RPL despite it's flaws. In credit to RPL it clocks like 6Ghz...

Oct 16, 2025
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dkr1986 reacted to Daniel Nenni's post in the thread Why I Doubled Down on Lip-Bu when he Joined Intel? with Like.

Erez TsurErez Tsur LinkedIn Years ago, when Lip-Bu Tan took the CEO role at Cadence, I was there. The company was broken — morale low...

Oct 16, 2025
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dkr1986 reacted to siliconbruh999's post in the thread Why I Doubled Down on Lip-Bu when he Joined Intel? with Like.

Also something to note LBT is against selling the foundry and foundry is the reason Intel is maintaining it's share. Also i hope he...

Oct 16, 2025
Daniel Nenni replied to the thread OpenAI would have to spend over $1 trillion to deliver its promised computing power. It may not have the cash..

I agree but I do like the gigawatt measurement term in regards to how much power these datacenters will require. I'm not confident we...

Oct 16, 2025
C

count replied to the thread OpenAI would have to spend over $1 trillion to deliver its promised computing power. It may not have the cash..

Chips are getting more power efficient but it's like 15% better performance per watt at every two years. Given that you can't really...

Oct 16, 2025
Daniel Nenni reacted to tooLongInEDA's post in the thread OpenAI would have to spend over $1 trillion to deliver its promised computing power. It may not have the cash. with Like.

"OpenAI's latest deals with the three companies include an ambitious promise to deliver 26 gigawatts worth of computing capacity using...

Oct 16, 2025
K

KevinK reacted to Daniel Nenni's post in the thread Why I Doubled Down on Lip-Bu when he Joined Intel? with Like.

Erez TsurErez Tsur LinkedIn Years ago, when Lip-Bu Tan took the CEO role at Cadence, I was there. The company was broken — morale low...

Oct 16, 2025
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tooLongInEDA replied to the thread OpenAI would have to spend over $1 trillion to deliver its promised computing power. It may not have the cash..

"OpenAI's latest deals with the three companies include an ambitious promise to deliver 26 gigawatts worth of computing capacity using...

Oct 16, 2025
Xebec reacted to MKWVentures's post in the thread Intel Unveils Panther Lake Architecture: First AI PC Platform Built on 18A with Like.

Its all about price and value and to some degree cost. Raptor lake is a good product at a good price. and OEMs see value in it. The...

Oct 16, 2025
Xebec reacted to Daniel Nenni's post in the thread Why I Doubled Down on Lip-Bu when he Joined Intel? with Like.

Erez TsurErez Tsur LinkedIn Years ago, when Lip-Bu Tan took the CEO role at Cadence, I was there. The company was broken — morale low...

Oct 16, 2025
Xebec reacted to siliconbruh999's post in the thread Why I Doubled Down on Lip-Bu when he Joined Intel? with Like.

Also something to note LBT is against selling the foundry and foundry is the reason Intel is maintaining it's share. Also i hope he...

Oct 16, 2025
Xebec reacted to Daniel Nenni's post in the thread OpenAI would have to spend over $1 trillion to deliver its promised computing power. It may not have the cash. with Like.

OpenAI (OPAI.PVT) would have to spend more than $1 trillion within the next five years to deliver the massive amount of computing power...

Oct 16, 2025
Daniel Nenni posted the thread OpenAI would have to spend over $1 trillion to deliver its promised computing power. It may not have the cash. in SemiWiki Main Forum ( Ask the Experts! ).

OpenAI (OPAI.PVT) would have to spend more than $1 trillion within the next five years to deliver the massive amount of computing power...
Oct 16, 2025

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