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I think that this only demonstrates that a lot of OpenAI competitors once they build their own better solutions, will be able to...
Oct 20, 2025
Having spent decades in computer engineering and software engineering, I can say with high confidence that innovative systems and...
Oct 20, 2025
How is China and the US allowing this? The SoCs inside the iPhones are a threat to national security and AI sovereignty! :ROFLMAO:
Oct 20, 2025
Apple’s iPhone 17 lineup has outperformed its predecessor by 14% in early sales across the United States and China, according to...
Oct 20, 2025
J
I am German and technically English is my 2nd language. Call me old-fashioned, but I hardly ever use AI for any of my writings, and I am...
Oct 20, 2025
F
This makes sense for a few other reasons:
- Only a small elite group of foundry's / IDMs have a real use for EUV - and only on their...
Oct 20, 2025
This makes sense for a few other reasons:
- Only a small elite group of foundry's / IDMs have a real use for EUV - and only on their...
Oct 20, 2025
A
I have studied TSM carefully for almost twenty plus years and hold a very substantial holding averaging around 28 dollars per share...
Oct 20, 2025
The trend for recognized sales is pretty sobering:
Shifting the focus to High-NA further exacerbates this, as they are expected to...
Oct 20, 2025
A
Buffet bought 60M shares of TSMC stock at $68 in 2022 then sold it shortly there after siting geopolitical risks. Today TSM is at $300...
Oct 20, 2025
A
Buffett seldom invests in high-tech at all, with the exception of Apple (and that only because he understands their business model)...
Oct 20, 2025
A
It will burst eventually, but it's not happening anytime soon. The amount of angel investment money available to these companies is huge...
Oct 20, 2025
A
If you look at the AI bubble as both infrastructure build and inference support the bubble will be years in the making. The AI bubble is...
Oct 20, 2025
A
Don’t fear the AI bubble, it’s about to unlock an $8 trillion opportunity according to Goldman Sachs
The AI boom is sustainable, three...
Oct 20, 2025
A
Where’s our Meredith Whitney?
The problem is the keystones of this inevitable bubble are private startups who don’t have the same...
Oct 20, 2025
Xebec reacted to kingmouf's post in the thread OpenAI would have to spend over $1 trillion to deliver its promised computing power. It may not have the cash. with
Like.
I think that this only demonstrates that a lot of OpenAI competitors once they build their own better solutions, will be able to...
Daniel Nenni reacted to blueone's post in the thread Jensen says Nvidia’s China AI GPU market share has plummeted from 95% to 0% with