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Memory is much more of a commodity. I think this is going to be one of the first semi markets that China ends up catching up with and ultimately taking.
Yeah I think there is something to the idea that model training could be on the cloud and model execution could be on the edge. I mean isn't this the point of the AI PC that is currently being hyped up? And if model execution is on the edge, it substantially decreases the amount compute...
Too soon to say it burst. A burst bubble would likely mean a 40% decline in MSFT/AMZN and an 80% decline in NVDA/ASML.
But it’s could be the start of the bubble bursting if it exposes the amount of overspending happening right now in AI.
The AI data center buildout today reminds me a lot of the fiber buildout during the internet bubble.
All of the infrastructure is being built far in advance of actual revenue and profits, and by the time profits come a lot of that infrastructure will be redundant or obsolete.
Doesn’t mean AI...
I don't think this is true. x86 may not be a growth market, but if IBM can still profitably sell mainframes in 2025 with their own z processors I am sure x86 will also remain for a long time to come.
Yeah I agree with this take. However a few years ago, there was a lot of buzz around big datacenter companies implementing algorithms on FGPA, for example Google was talking about using FGPA as a sort of accelerator for some of it's search algorithms. The idea was that they update their...
If I were betting I would say Broadcom. They are the only player that I think could integrate a company as complex as Intel. There might be others out there who might be looking to kick the tires, but AVGO is the only company that has a realistic chance of pulling it off.
There is a big...
10x Revenue? Not a chance. AMD is currently 8x revenue. Altera I think would be 4-6x revenue.
Intel will probably roughly break even on this. I think they will sell for around $16b. FPGA is no longer considered a strategic growth area like it was a few years ago.
Ok I see what's going on here.
There is some potential in improving the molecular structure of the anode material, especially when it comes to charge/discharge speed and overall life of the battery. However it's more of an incremental change, and won't really improve energy density.
These...
Probably a move to bring in more money... this will let them market and sell off a portion of the fund to other investors and reduce their own capital needs.
Intel Capital has made some really good investments - but then proceeded to tank the companies they acquire by trying to force them into...
Graphite has been the standard material for anodes almost as long as lithium batteries have existed. When people are talking about silicon anode or solid state (lithium metal), they are talking about replacing the graphite with something else.
"Everything" is a pretty broad.
Automation of driving is very different then automation of factories is very different from automation of supply chains is very different then automation of hospitals and so on.
Tesla will likely be a leader in some of these domains, but not "Everything".
Which means there won't be as much of an anti trust concern.
For the record I don't think it would happen, but I thought pointing out how Marvell is actually a bigger company than Intel now measured by market cap was illustrative of how far Intel has fallen.
Walmart is deploying a similar system across it's supply chain.
https://www.walmartasr.com/technologies/alphabot-asrs-system/
Automation in supply chain and logistics is probably the biggest growth area for robotics today.
Mixture of Experts type models are really interesting, there is an analogy to chiplets, where instead of doing everything on a single monolithic chip, you break off different functions to do different things. It's also more similar to hour our own nervous system works where there are...
On Sodium Ion - I don't think that paticular technology will be impactful unless Lithium gets really expensive (which I don't think will happen). The reason is, yes you save money on one raw material - lithium, but because voltages and energy density is lower, you need more of everything else...
Yes and in the last year battery manufacturers have dropped prices by about 50%, so that's already a 2x improvement in cost/performance in just 1 year - that is coming just from material cost reductions (thrifting on the amount of copper/aluminum in foils + lower commodity prices), economies of...
India is a great place for software/design. I bet they can have a really strong fabless design ecosystem with some investment.
It's a challenging place for hardware/manufacturing.
