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S
Elon has been saying such space based DC will be available in 36 months, I think. Most discussion here are about cost. Like solar...
Feb 7, 2026
P
Radiative cooling. Use a black body radiation calculator. The amount of radiative surface area needed to cool is less than the size of...
Feb 7, 2026
P
Did some back of the napkin math, it's anywhere between $10 to $30+M per MW of compute for terrestrial datacenters, Jensen Huang said...
Feb 7, 2026
PC makers are getting desperate for memory chips.
The ongoing memory chip shortage is forcing leading PC makers to consider sources...
Feb 7, 2026
The third world assemblers have used modestly cheaper Chinese memory even before the price hike. Now, without an alternative.
And the...
Feb 7, 2026
D
The third world assemblers have used modestly cheaper Chinese memory even before the price hike. Now, without an alternative.
And the...
Feb 7, 2026
M
So Amazon capex for just one year is comparable to the entire market capitalization of Intel. Amazing. A sign of times.
Feb 7, 2026
M
Yes, Intel is insignificantly small and stagnant.
Feb 7, 2026
M
"Datacenters are the priority and the winners. Who are the losers?"
Answer: Intel, and to certain degree AMD.
Feb 7, 2026
M
One powerful result is that the CapEx and R&D spending by Google, Microsoft, Amazon, and Oracle complements TSMC’s CapEx and R&D...
Feb 7, 2026
M
200 B$ capex for Amazon in 2026, that concludes the big 5 for 2026:
Feb 7, 2026
K
The third world assemblers have used modestly cheaper Chinese memory even before the price hike. Now, without an alternative.
And the...
Feb 7, 2026
S
The third world assemblers have used modestly cheaper Chinese memory even before the price hike. Now, without an alternative.
And the...
Feb 7, 2026
P
The third world assemblers have used modestly cheaper Chinese memory even before the price hike. Now, without an alternative.
And the...
Feb 7, 2026
AI chip startup Ricursive hits $4B valuation two months after launch
Ricursive Intelligence, a startup building an AI system to design...
Feb 7, 2026
Daniel Nenni reacted to Fred Chen's post in the thread Leading PC manufacturers considering using Chinese memory chips, report claims — HP and Dell qualifying CXMT DRAM with
Like.
PC makers are getting desperate for memory chips. The ongoing memory chip shortage is forcing leading PC makers to consider sources...
