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T
Data centers don't just throw away old hardware，they sell them to server recyclers. They can recover a lot money from second hand...
Yesterday at 7:45 AM
Interesting how Jensen Huang talks about and defends his 75% margin. It seems for the coming years he will defend that superhigh margin...
Yesterday at 7:32 AM
S
It's too much work to create a single ISA for an ASIC shared by Vendors what would be difficult and Microsoft don't have the capability...
Yesterday at 7:03 AM
S
Korean news reporters? need lots of filtering! especially, chosun.com is famous for clickbait headlines
Yesterday at 7:00 AM
D
We tried their 14nm five years ago, and the yield was poor.
Yesterday at 6:50 AM
N
Korean news reporters? need lots of filtering! especially, chosun.com is famous for clickbait headlines
Yesterday at 6:36 AM
Given @ trillion transistors are required to run Windows nowadays, I'm thinking Andy was more right than Bill :)
Yesterday at 5:14 AM
Definitely worth looking into. Even better would be to optimize the software and require less hardware. Throwing big iron at a problem...
Yesterday at 5:12 AM
Old satellites are recycled by burning them up via Earths atmosphere; a short deorbit burn
Satellites also naturally lose orbit -...
Yesterday at 5:11 AM
Here is a youtube recording of that analyst meeting of 17 March 2026 with Jensen Huang:
Yesterday at 5:10 AM
Regarding the power issue of AI, this is what is happening the coming 5 years, off grid if you can.
Very nice overview article in NYT...
Yesterday at 2:49 AM
Conclusion，putting data center into space doesn't work well with thermodynamics
Yesterday at 2:11 AM
Interesting summary of the analyst meeting with Jensen Huang at GTC 2026:
Published March 18, 2026
Author
Larry Dignan
Nvidia CEO...
Yesterday at 1:17 AM
Definitely worth looking into. Even better would be to optimize the software and require less hardware. Throwing big iron at a problem...
Yesterday at 12:47 AM
U.S.-based EMIB pitches to ease CoWoS bottlenecks as fabless giants eye a second source
By Choi Hyo-jung
Published 2026.03.11. 06:00...
Yesterday at 12:09 AM
user nl posted the thread Kings of margins: NVIDIA, TSMC and ASML in SemiWiki Main Forum ( Ask the Experts! ).Interesting how Jensen Huang talks about and defends his 75% margin. It seems for the coming years he will defend that superhigh margin...
Haha.
Korean news reporters? need lots of filtering! especially, chosun.com is famous for clickbait headlines
Xebec replied to the thread Is It Really Impossible To Cool A Datacenter In Space?.Given @ trillion transistors are required to run Windows nowadays, I'm thinking Andy was more right than Bill :)
Like.
Definitely worth looking into. Even better would be to optimize the software and require less hardware. Throwing big iron at a problem...
Daniel Nenni replied to the thread Is It Really Impossible To Cool A Datacenter In Space?.Definitely worth looking into. Even better would be to optimize the software and require less hardware. Throwing big iron at a problem...