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We're at a weird place where AI labs are show strong operating profits with growing gross margins (gross margins 40 -> 80% on inference...
Friday at 11:25 AM
I've thought about this a bit.
SpaceX's primary (and consistent) mission is "Making Humanity Multiplanetary".
This alone makes...
Friday at 10:36 AM
K
As long as INTC is profitable, it should be valued higher than AMD:
- Still the majority leader for x86 sales
- Provides manufacturing...
Friday at 10:12 AM
K
Professional - generally agreed, though I think this moat is drying up slowly here for Nvidia. x86 iGPUs continue to grow in...
Friday at 10:07 AM
K
We're at a weird place where AI labs are show strong operating profits with growing gross margins (gross margins 40 -> 80% on inference...
Friday at 9:50 AM
I've thought about this a bit.
SpaceX's primary (and consistent) mission is "Making Humanity Multiplanetary".
This alone makes...
Friday at 9:21 AM
S
EUV tools and all the fabs’ land, buildings, and machines are part of Property, Plant, and Equipment (PP&E) in accounting. Here I...
Friday at 9:03 AM
Hmm. Nvidia probably has no choice because the AI companies aren't making money, and the biggest cost is the perf/watt of the...
Friday at 9:00 AM
Maybe I'm drinking too much of the bathwater, but this article postulates that both NVIDIA and TSMC are strategically underpricing the...
Friday at 8:56 AM
F
Some notes on foundry:
revenue went up 800M YOY based on higher wafer prices for 18A, Intel 3 wafers.
Costs went up 900M YOY based on...
Friday at 8:31 AM
K
Maybe I'm drinking too much of the bathwater, but this article postulates that both NVIDIA and TSMC are strategically underpricing the...
Friday at 8:17 AM
M
Some notes on foundry:
revenue went up 800M YOY based on higher wafer prices for 18A, Intel 3 wafers.
Costs went up 900M YOY based on...
Friday at 8:05 AM
K
Yes, I agree, I probably saw the same figures. So I think this paper is not about Z-Angle Memory. HB3DM is just something else they are...
Friday at 8:03 AM
K
I’ve lost track of how many times Intel has entered and exited the memory business, whether through manufacturing, joint ventures...
Friday at 8:03 AM
K
Yay, Intel is getting back into memory! Or who is going to manufacture this?
Friday at 8:02 AM
Xebec reacted to KevinK's post in the thread Jensen Huang – Will Nvidia’s moat persist? Podcast with Dwarkesh Patel with
Like.
We're at a weird place where AI labs are show strong operating profits with growing gross margins (gross margins 40 -> 80% on inference...
hist78 reacted to Xebec's post in the thread SpaceX's IPO gives Musk unchecked control via 'Texas fortress' strategy with