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C
I read this proposal earlier today in the Wall Street Journal. I can't believe Anthropic issued a non-sensical statement like this...
Jun 4, 2026
B
I read this proposal earlier today in the Wall Street Journal. I can't believe Anthropic issued a non-sensical statement like this...
Jun 4, 2026
B
Just part of the road show hawking the stock.
Jun 4, 2026
B
I think the context that I heard was that 18A and 3 will ramp for another 12Qtrs, and given the strong demand, they will ramp 7 too in...
Jun 4, 2026
B
I assume from this kind of statement "AI" is easily disrupted and there are those who want to lock in their potential gains now?
Jun 4, 2026
B
I assume from this kind of statement "AI" is easily disrupted and there are those who want to lock in their potential gains now?
Jun 4, 2026
B
Anthropic calls for pause of global AI development
Getting a real pause to work would mean multiple major AI companies in multiple...
Jun 4, 2026
Did Intel basically do:
~ 2020-2023 Ramp up 7
~ 2024-2025 Reduce 7
2026: Ramp up 7
?
Jun 4, 2026
@floppydisk
seeking alpha is what I use (only good reason to use seekingalpha). If its still free
intel site video...
Jun 4, 2026
Cost concerns have raised doubts about the longevity of the artificial-intelligence boom, but the world's largest contract chip maker...
Jun 4, 2026
B
IFS breaking even by end of 2027? How does that play into your model if true?
I guess low yield can be a blessing in disguise in an...
Jun 4, 2026
Intel is trying to catch up with Nvidia and its massive ecosystem. Intel did not fully recognize, until Li-Bu Tan arrived, that the...
Jun 4, 2026
B
However, it's not a 100% exemption like the title says:
In exchange for the tax exemption, SpaceX will instead remit a lump sum of $10...
Jun 4, 2026
I can see a lot of use cases for edge inference, but these seem most likely going into specific devices like cars, cameras, glasses...
Jun 4, 2026
However, it's not a 100% exemption like the title says:
In exchange for the tax exemption, SpaceX will instead remit a lump sum of $10...
Jun 4, 2026
Like.
I read this proposal earlier today in the Wall Street Journal. I can't believe Anthropic issued a non-sensical statement like this...
Xebec replied to the thread LIVE: Intel CEO Lip-Bu Tan speaks at COMPUTEX.Did Intel basically do: ~ 2020-2023 Ramp up 7 ~ 2024-2025 Reduce 7 2026: Ramp up 7 ?
Daniel Nenni posted the thread TSMC CEO Sees No End in Sight for Chip Demand in SemiWiki Main Forum ( Ask the Experts! ).Cost concerns have raised doubts about the longevity of the artificial-intelligence boom, but the world's largest contract chip maker...
hist78 replied to the thread Foxconn and Intel team up to build next-gen AI systems.Intel is trying to catch up with Nvidia and its massive ecosystem. Intel did not fully recognize, until Li-Bu Tan arrived, that the...
