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B
A couple for fascinating things coming out of Intel for AI.
* Crescent Island (this one) is interesting because it seems to focus on...
Oct 18, 2025
P
Makes a big difference in quality though. Not saying M4 is better or anything, it's not clear cut in the differences in speed between...
Oct 18, 2025
K
A couple for fascinating things coming out of Intel for AI.
* Crescent Island (this one) is interesting because it seems to focus on...
Oct 18, 2025
That looks like a woman. If Dan has TSMC tattoos, I'm not sure I want to see where his are located. :rolleyes:
Oct 18, 2025
Daniel also has TSMC tattoos
Oct 18, 2025
I remember that decision process. Difficult to believe WB doesn't understand the concept of the silicon shield. I also suspect you...
Oct 18, 2025
Buffet bought 60M shares of TSMC stock at $68 in 2022 then sold it shortly there after siting geopolitical risks. Today TSM is at $300...
Oct 18, 2025
C
Buffet bought 60M shares of TSMC stock at $68 in 2022 then sold it shortly there after siting geopolitical risks. Today TSM is at $300...
Oct 18, 2025
S
Buffet bought 60M shares of TSMC stock at $68 in 2022 then sold it shortly there after siting geopolitical risks. Today TSM is at $300...
Oct 18, 2025
S
Buffett seldom invests in high-tech at all, with the exception of Apple (and that only because he understands their business model)...
Oct 18, 2025
S
They kept this well hidden. Had not heard of it before.
Oct 18, 2025
K
Two things to look at for AMD from my perspective:
* Benchmarking - AMD does about parity in InferenceMAX benchmarking vs NVIDIA in...
Oct 18, 2025
Buffet bought 60M shares of TSMC stock at $68 in 2022 then sold it shortly there after siting geopolitical risks. Today TSM is at $300...
Oct 18, 2025
K
Nvidia and TSMC have achieved a major milestone with the unveiling of the first Blackwell chip wafer produced in the United States...
Oct 18, 2025
Like.
A couple for fascinating things coming out of Intel for AI. * Crescent Island (this one) is interesting because it seems to focus on...
Xebec reacted to blueone's post in the thread Discussion - has the AI bubble already burst? with
Haha.
That looks like a woman. If Dan has TSMC tattoos, I'm not sure I want to see where his are located. :rolleyes:
Daniel Nenni replied to the thread Discussion - has the AI bubble already burst?.Buffet bought 60M shares of TSMC stock at $68 in 2022 then sold it shortly there after siting geopolitical risks. Today TSM is at $300...