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What matters is the cash cost at the bottom of the cycle, not the price at the top. If we enter a down cycle (could be starting now due...
Wednesday at 3:41 PM
16. March 2026 06:01 Samir Bashir
The memory industry is currently raking in huge profits thanks to the AI boom, but behind the scenes...
Wednesday at 3:41 PM
L
What matters is the cash cost at the bottom of the cycle, not the price at the top. If we enter a down cycle (could be starting now due...
Wednesday at 1:18 PM
B
What matters is the cash cost at the bottom of the cycle, not the price at the top. If we enter a down cycle (could be starting now due...
Wednesday at 12:53 PM
T
I don't know much about Russia NK Iran，but Chinese military electronics is 100% self-sufficient. Unless you have some teardown photos of...
Wednesday at 11:07 AM
K
Agreed on Cerebras and Amazon. Cerebras really gets a win if Google and Azure feel they need to follow suit.
As for clients... I'm...
Wednesday at 10:29 AM
I suppose during the last 2-3 years, with the ever expanding drone war and expanding "kill zones", Palantir has been using the Ukraine...
Wednesday at 9:56 AM
Gemini writes:
The current conflict involving the U.S., Israel, and Iran (escalating significantly in late February and March 2026) has...
Wednesday at 9:43 AM
L
I would put Cerebras in the path to success category, but they still might need the major partnering tie-in, like Amazon, to go the...
Wednesday at 9:33 AM
L
My take is that Groq only had a partial solution for data-center scale inference. The Groq chips are great at simple, fast , low latency...
Wednesday at 9:31 AM
L
Groq already lost confidence in themselves last year...
Wednesday at 9:29 AM
L
On August 15, 2023, Groq announced that it had chosen Samsung Foundry’s SF4X process to manufacture its next‑generation LPU (Language...
Wednesday at 9:28 AM
Other media outlets are suggesting that a foundry deal is coming between Samsung and AMD. Not gonna happen. They will get click rewarded...
Wednesday at 9:25 AM
I assumed it was Anthropic but that should be a highly guarded secret?
Wednesday at 9:06 AM
Xebec reacted to benb's post in the thread Samsung and SK hynix are scaling back their DRAM expansion plans: Is there concern about potential overcapacity? with
Like.
What matters is the cash cost at the bottom of the cycle, not the price at the top. If we enter a down cycle (could be starting now due...
user nl replied to the thread Defence electronics more important than videocard chips.
Daniel Nenni replied to the thread Defence electronics more important than videocard chips.I assumed it was Anthropic but that should be a highly guarded secret?