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Search results

  1. A

    Where is all the power going to come from for AI/ML

    More like when they can't use their appliances, heater, air conditioning and most of all their television or charge their cell phone.
  2. A

    AI and Robotics to Change Everything, from War to Politics to Business to Social Structures

    Never in human history have we seen such a challenge to human intellect, talent and ability to adapt that have all been automated to and are becoming more automated at an ever-increasing rate. New social, business and government structures are going to have to be built to fully utilizes the...
  3. A

    China Taking Taiwan, Fear Mongers Rule

    I have no doubt China could take Taiwan, but the disruption to trade would make the war look like a footnote. China would lose access to its biggest markets in the western world and the supply of advanced chips would take years to recover. China would also have to deal with unconventional...
  4. A

    AI and Robotics set to change everything.

    Already AI can beat the best doctors for reading mammograms by twenty percent for spotting breast cancer. This is just a small step in AI dominating in ever more fields of endeavor. Combined with advances in all semiconductors combined with robotics the AI/ML and coming robotics revolution...
  5. A

    Power Challenges at Nevada Data Center campus

    We have had as I have noted here before, the US has had reliable, small nukes since 1954 when we launched the submarine Nautilus. We now have numerous nuclear submarines and aircraft carriers that have been operating for decades. Note, our sailors sleep and work with yards of these reactors...
  6. A

    Power Challenges at Nevada Data Center campus

    Nevada has the world's largest data center campus east of Reno and power consumption is becoming a key issue. The hunt for more power is on and small, modular nukes are under consideration. This is directly from a neighbor that works there. The hunt for more power is on and it looks like all...
  7. A

    Where is all the power going to come from for AI/ML

    AI/ML consume power like it's an unlimited resource and it isn't. I feel a combination of power saving technologies on the semiconductor end and small modular nuclear power plants like we have in submarines and aircraft carriers will be the best answer to this current and coming challenge...
  8. A

    Drone Submarines and Ocean development, A semi market of staggering size

    A submarine is one of the most complex weapons of war and to be autonomous the number of semiconductors involved in the numerous functions, especially in a submarine designed or warfare, must be extreme and of the latest generations. It is the military that drives much of innovation and with...
  9. A

    Moving computational power to where it is needed is the trend.

    With the cost of computational power coming down in cost, size and power consumption more and more computational power will be moved to where it is used the most. It will also require ever increasing specialization of functions. Cost/benefit analysis across entire ecosystems will become the...
  10. A

    Any thoughts on Apple's AI platform?

    On CNBC this today, Apple is set to release their own AI effort at the next developers conference shortly. Any thoughts if this will be a significant development or just a small step. Their long relationship with TSM all but assures Apple has the resources to have the very best of the fabs to...
  11. A

    Intel's Guadi 3 Flop

    Intel's Guadi 3 is slated to get less than one percent market share. Pat will have to pull a rabbit out of Intel's hat to keep relevant in the AI race which has become critical to its future. Any thoughts on what Pat Gelsinger may do or even can do...
  12. A

    Is optical computing just a dream or can it become a reality?

    I have read many articles about optical computing and some versions have actually been built and new light conducting biomaterials look to hold promise. Any thoughts or comments either way would be greatly appreciated. This could hold the answer to heat and power problems. Also, what companies...
  13. A

    How will AI/Automation change the industry?

    With AI/ML set to make large inroads in a large number of industries, what does the SemiWiki community feel the coming changes to the semiconductor industry will be in both timeline and scope? Could it possibly increase due to increased demand for automation in outside fields or fall due to...
  14. A

    Alternatives to Shrink for Performance?

    Now that shrink is coming to an end, what are the best alternatives for improving performance? Layering, optical, faster speeds, different architectures, breaking inputs up for parallel processing? What companies will lead?
  15. A

    Is Optical Computing Viable and Energy Efficient?

    https://optalysys.com/wp-content/uploads/2022/04/Whatwedoandwhywedoit%E2%80%94Optalysys121.pdf Organic electronics lead to new ways to sense light - Phys.org I have read for a few years about optical computing, but have yet to see any commerical products, is this a viable technology or still a...
  16. A

    Listening to Jensen Huang this morning

    AI when compared to standard computing is actually lower cost and lower power when you look at the computing power delivered for the amount of power used and money spent. The us secretary of commerce said it's critical to get high end TSM fabs here in the US.
  17. A

    Design of Ecosystems for AI/ML and Humans, different types

    How to interface with the world of AI/ML will be a skill set itself, for AI/ML are advancing in almost all areas and endeavors. Advanced robotics and manufacturing advances in processes like 3D printing to name just a few are going to require massive changes in everything from education...
  18. A

    TSMC Bulls Ignore Buffett’s Warning and Stick to AI Bet

    An east west conflict of large size would disrupt the world economy as a whole and even China would suffer as they would be cut off from western and southern markets. A major conflict would hurt all, sort of starting a hand grenade fight in a small room, all would suffer.
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