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K
Great analysis, far better than I could have done... :-)
I agree that multi-WSE scaling being close to linear with number of WSE (with...
Feb 17, 2026
E
Fire horse is a wild turbulent year
Feb 17, 2026
S
The way we count unit sales is a bit antiquated since fabless system companies like Apple and Microsoft plus hyperscalers like Google...
Feb 17, 2026
S
You and me both, lol!!
Feb 17, 2026
I
Great analysis, far better than I could have done... :-)
I agree that multi-WSE scaling being close to linear with number of WSE (with...
Feb 17, 2026
P
Much more like Kavalan than JD.
TW semi community is very bullish on established technologies in general because razed fields open new...
Feb 16, 2026
Good Health and Prosperity to All.
Good luck to all the fellow "Rats" we are in for a tough year on the astrology charts.
😁😁😁😁
Feb 16, 2026
B
Good Health and Prosperity to All.
Good luck to all the fellow "Rats" we are in for a tough year on the astrology charts.
😁😁😁😁
Feb 16, 2026
S
are you somehow compare Xi to CC Wei :)
Feb 16, 2026
L
@IanD and @blueone, the second bit.
Cerebras buys simplicity and bandwidth by *not* having a big, coherent, multi‑processor KV/memory...
Feb 16, 2026
B
The benifits of global connectivity.
The youth can communicate without the input of the fearmongering older folks.
Should be time for...
Feb 16, 2026
P
The effect of the fifth straight crisis is largely for Taiwan's pile of plutonium to decide.
Similar to Ukraine, I think Putin will...
Feb 16, 2026