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Latest activity

What's new Featured content New posts Latest activity

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tomatoma replied to the thread Intel to Expand AI Accelerator Portfolio with New GPU.

Well, there was a lack of experience with mobile applications, but in the early days of smartphones, Atom was no different from its...

Oct 19, 2025
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tomatoma reacted to Artificer60's post in the thread TSMC to make advanced 2-nm chips in US sooner to meet AI demand with Like.

I wonder what "faster to N-2" means. I believe the original schedule was N-3 in 2028 and N-2 in 2030. I know they said their...

Oct 19, 2025
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tomatoma reacted to Robert Jan Honing's post in the thread TSMC to make advanced 2-nm chips in US sooner to meet AI demand with Like.

Yes, this Q3 ASML fully recognized the revenue on one High-NA system, purchased by Intel.

Oct 19, 2025
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tomatoma reacted to Daniel Nenni's post in the thread TSMC to make advanced 2-nm chips in US sooner to meet AI demand with Like.

Intel is not wrong and 18A will be in HVM before TSMC N2 and Samsung 2nm. TSMC N2 will of course have critical mass with 99% of the...

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

Huawei, Cambricon, Biren, MooreThreads, Sophgo, and more. In automotive ADAS and self-driving you have Huawei, Black Sesame, and Horizon...

Oct 19, 2025
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samwilde 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.

When you use Google search it gives you an AI overview. I wonder if that is included in the Gemini numbers?

Oct 19, 2025
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samwilde 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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tomatoma reacted to Daniel Nenni's post in the thread Intel Foundry reportedly secures contract to build Microsoft's Maia 2 next-gen AI processor on 18A/18A-P node with Haha.

I asked ChatGPT: Who coined the term NOT TSMC Market? Daniel Nenni, founder and editor of SemiWiki.com, coined the term "NOT TSMC...

Oct 19, 2025
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bilau replied to the thread Has AMD Really Caught Up With Nvidia? OpenAI’s Mega Deal Reveals a Shift in the AI Race.

Wouldn't it be funny if OpenAI (NOT AI, repeat, OpenAI, not AI) goes kaput!

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

Where’s our Meredith Whitney? The problem is the keystones of this inevitable bubble are private startups who don’t have the same...

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

Me too.

Oct 19, 2025
Daniel Nenni 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
Daniel Nenni 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
Daniel Nenni 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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essiah 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.

I agree completely. Apple making their own chips was very disruptive. Apple and TSMC pioneered the low power market which paved the way...

Oct 19, 2025

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