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"What can you get for $2.65Bn these days?"
Not much, for a greenfield and leading edge fab.
Jun 7, 2026
"After this year, the agreement can be terminated by either party provided they give 90 days’ notice.
A Google Cloud spokesperson told...
Jun 7, 2026
B
But why must they run it locally? Token cost? Proprietary LLM? Connectivity? Need to keep work secret?
Jun 7, 2026
K
"After this year, the agreement can be terminated by either party provided they give 90 days’ notice.
A Google Cloud spokesperson told...
Jun 7, 2026
B
"After this year, the agreement can be terminated by either party provided they give 90 days’ notice.
A Google Cloud spokesperson told...
Jun 7, 2026
B
I amazed its so little...
GF+SG Govt spent at least that building a FAB that may or may not be able to do 22nm if the process migration...
Jun 7, 2026
B
I think people are just immune , and are more surprised when this kind of stuff isnt announced more often
Jun 7, 2026
B
Obviously, the circular AI deals are coming out again and again.
Nvidia invested huge money at OpenAI and Anthropic; OpenAI and...
Jun 7, 2026
I am not talking about the competitiveness of Rapidus. I am thinking about whether it has enough capital to begin commercial production...
Jun 7, 2026
Obviously, the circular AI deals are coming out again and again.
Nvidia invested huge money at OpenAI and Anthropic; OpenAI and...
Jun 7, 2026
Considering they are years behind TSMC and Intel Foundry? Yes. But Rapidus has a built in customer base (Japan) so no worries. I would...
Jun 7, 2026
Key Points
- Ahead of a planned IPO, SpaceX has inked a deal to rent compute capacity to Google at $920 million per month for 32...
Jun 7, 2026
The total received capital is 424.95 billion Japanese yen after this Japanese government investment.
That's equivalent to about...
Jun 7, 2026
B
Key Points
- Ahead of a planned IPO, SpaceX has inked a deal to rent compute capacity to Google at $920 million per month for 32...
Jun 7, 2026
Key Points
- Ahead of a planned IPO, SpaceX has inked a deal to rent compute capacity to Google at $920 million per month for 32...
Jun 7, 2026