Can any of you honestly tell me that this isn't the golden age of semis industry. i'm a investor in TSMC for years and this is the first time i'm seeing this much demand for computing. AI might be a bubble but the golden age for semis industry is here. people in this industry gonna make so much money for years until AI pop.
SpaceX Strikes Deal With Cursor for $60 Billion
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Can any of you honestly tell me that this isn't the golden age of semis industry. i'm a investor in TSMC for years and this is the first time i'm seeing this much demand for computing. AI might be a bubble but the golden age for semis industry is here. people in this industry gonna make so much money for years until AI pop.
Hopefully the big boys at the top of the food chain can flick some scraps off the table for the rest of us
It’s an option to buy Cursor for $60B in the future.
Most plausible take I’ve heard so far: this is a play to give xAI a coding tool (Anthropic has Claude, OpenAI has Codex) and to get utilization up on immense GPU compute investments that are currently being used basically for the nigh useless Grok offering.
Most plausible take I’ve heard so far: this is a play to give xAI a coding tool (Anthropic has Claude, OpenAI has Codex) and to get utilization up on immense GPU compute investments that are currently being used basically for the nigh useless Grok offering.
Xebec
Well-known member
I think you're right this is probably THE golden age for semis.
Y2K build-up comes to mind as a competitor, but that was also very much a software boom -- general IT, not just semiconductors. The 1980s saw the spread of semiconductors from specific use cases to.. everything, though the TAM was a lot smaller.
This current boom comes exactly at the right time for the industry, as we hit the end of the exponential gains from transistor improvements. This is when substantially more $$ is really needed to keep the state of the art moving forward.
https://www.tomshardware.com/tech-i...g-reportedly-includes-in-house-gpu-production
Leaked excerpts from SpaceX's confidentially filed $1.75 trillion S-1 form shed some light on the company's business plans, which includes plans for it to build its own GPUs. The listing notes its intent to invest billions in production of some of the processors it needs internally as it does not have long-term supply agreements with its silicon suppliers. Interestingly, the silicon to be produced in-house is said to be GPUs, not specialized ASICs for AI acceleration, according to Reuters. However, the naming convention is still up for debate. The news comes on the heels of yesterday's blockbuster announcement that Musk will use Intel's 14A process node in its new TeraFab chipmaking venture, with SpaceX managing the manufacturing facilities.
Leaked excerpts from SpaceX's confidentially filed $1.75 trillion S-1 form shed some light on the company's business plans, which includes plans for it to build its own GPUs. The listing notes its intent to invest billions in production of some of the processors it needs internally as it does not have long-term supply agreements with its silicon suppliers. Interestingly, the silicon to be produced in-house is said to be GPUs, not specialized ASICs for AI acceleration, according to Reuters. However, the naming convention is still up for debate. The news comes on the heels of yesterday's blockbuster announcement that Musk will use Intel's 14A process node in its new TeraFab chipmaking venture, with SpaceX managing the manufacturing facilities.