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Latest activity

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clarkchang replied to the thread ASML looks to calm fears over 2026 growth as it warns of China sales decline.

then why Roger Dossen said DUV margin is higher than EUV? Top model is not always higher margin%, sometimes it's even lowest margin...

Oct 19, 2025
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David Shen reacted to hist78's post in the thread BlackRock, Nvidia-backed group strikes $40 billion AI data center deal with Like.

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 19, 2025
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David Shen 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 19, 2025
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David Shen 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 19, 2025
Xebec reacted to Sherlock's post in the thread Jensen says Nvidia’s China AI GPU market share has plummeted from 95% to 0% with Like.

I bet Jasen has the number of real market share including the black market sales

Oct 19, 2025
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David Shen reacted to count'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.

Longer term I think most inference will happen on the edge. That’s already the case of a lot of use cases and the point of the AI...

Oct 19, 2025
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David Shen reacted to count'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.

They won't be building too many new GW scale datacenters in NoCal. Companies will avoid grid an pipeline and water constraints by...

Oct 19, 2025
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Sherlock replied to the thread Jensen says Nvidia’s China AI GPU market share has plummeted from 95% to 0%.

I bet Jasen has the number of real market share including the black market sales

Oct 19, 2025
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Sherlock reacted to Xebec's post in the thread Jensen says Nvidia’s China AI GPU market share has plummeted from 95% to 0% with Like.

Agreed - officially it's zero, but it's clearly not zero based on the black market video by Gamers Nexus. Universities and consumers...

Oct 19, 2025
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David Shen 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 19, 2025
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David Shen reacted to count's post in the thread Discussion - has the AI bubble already burst? with Like.

The closest analogy to this to me is the internet infrastructure buildout. These deals do remind me of the vendor financing that became...

Oct 19, 2025
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David Shen reacted to count's post in the thread Discussion - has the AI bubble already burst? with Like.

We won't know if the AI bubble has burst except in the rear view mirror. I am very cautious about making any investments in AI related...

Oct 19, 2025
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David Shen reacted to lefty's post in the thread Discussion - has the AI bubble already burst? with Like.

It will burst eventually, but it's not happening anytime soon. The amount of angel investment money available to these companies is huge...

Oct 19, 2025
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C-4 reacted to count'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.

Longer term I think most inference will happen on the edge. That’s already the case of a lot of use cases and the point of the AI...

Oct 19, 2025
Xebec reacted to soAsian's post in the thread Jensen says Nvidia’s China AI GPU market share has plummeted from 95% to 0% with Like.

Anyone who saw the movie "Lord of War" with Nicolas Cage as a weapon dealer, might recall that Simeon Weisz, his rival, told him he...

Oct 19, 2025

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