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M
BTW, my anecdotal view on Silicon Valley commercial tells me that we're in a weird in‑between moment: a lot of empty space and painful...
Feb 13, 2026
S
agree the AI HW needs will be a lot mor diversified, depending on different stage mentioned here, and even perhaps multiple different...
Feb 13, 2026
S
My personal opinion is that as models evolve and improve, elements of both training and inference are becoming increasingly specialized...
Feb 13, 2026
K
AI definitely feels like "the second computer revolution". Remember how unemployment has been 50% since computers took over the world...
Feb 13, 2026
AI definitely feels like "the second computer revolution". Remember how unemployment has been 50% since computers took over the world...
Feb 13, 2026
exactly. History tells us that the Jobs change, they do not go away. But since people keep saying jobs are going away, I think they...
Feb 13, 2026
I am curious on this cause Lunar Lake RAM was pre negotiated so did that increase in price as well as for DRAM for OEM they can simply...
Feb 13, 2026
K
I wouldn't describe the solar industry as gutted. It continues to grow at very healthy rates. However cell and module production is...
Feb 13, 2026
SAN JOSE, Calif. – February 12, 2026 – Rambus Inc. (NASDAQ: RMBS), a premier chip and silicon IP provider making data faster and safer...
Feb 13, 2026
APAC Region Reported Double-Digit Year-over-Year Revenue Increase
MILPITAS, Calif. — January 12, 2026 — Electronic System Design (ESD)...
Feb 13, 2026
Geographic Regions Americas and EMEA Reported Double-Digit Increases
MILPITAS, Calif. — October 6, 2025 — Electronic System Design (ESD)...
Feb 13, 2026
Tan Recognized for His Leadership and Business Impact on the Electronic Design Automation Industry
MILPITAS, Calif. –– August 25, 2025...
Feb 13, 2026
All Geographic Regions Reported Growth, with Americas, EMEA, and Japan Recording Double Digit Increases
MILPITAS, Calif. — July 15, 2025...
Feb 13, 2026
MILPITAS, Calif. — April 14, 2025 — Electronic System Design (ESD) industry revenue increased 11% to $4,927.3 million in the fourth...
Feb 13, 2026
K
One more view on just the private sector. So the only type of commercial real estate likely to see occupancy pressure is doctors...
Feb 13, 2026
Like.
My personal opinion is that as models evolve and improve, elements of both training and inference are becoming increasingly specialized...
Xebec replied to the thread AI starting to hit office space market.AI definitely feels like "the second computer revolution". Remember how unemployment has been 50% since computers took over the world...
SAN JOSE, Calif. – February 12, 2026 – Rambus Inc. (NASDAQ: RMBS), a premier chip and silicon IP provider making data faster and safer...