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S
H20 is not price/performance competitive even against NVIDIA consumer products. That simple.
Oct 20, 2025
S
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
S
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
M
Intel shows the roadmap each time they cancel a product. every six months like clockwork
Seriously though: they are sharing the...
Oct 20, 2025
S
Nvidia's direct shipping to China may have dropped to 0 but what Jensen forgot to mention is that GPU shipping to Singapore and Malaysia...
Oct 20, 2025
M
I completely agree.
Oct 20, 2025
I completely agree.
Oct 20, 2025
one can also site xSoviet Union engineers' innovative ideas abut efficient algorithm due to lack of access to advanced compute and...
Oct 20, 2025
S
one can also site xSoviet Union engineers' innovative ideas abut efficient algorithm due to lack of access to advanced compute and...
Oct 20, 2025
There's a school of thought on the AI tests that, like IQ tests, they're not necessarily indicitive of the true capability of the...
Oct 20, 2025
Google had some very competent completion as well. I think the chart above shows more than anything how much distribution matters more...
Oct 20, 2025
I think AI is like any other 'info' tool - search, books, reading, interviewing other people, watching "the news", etc -- it can be...
Oct 20, 2025
A
You don't have to be right all the time to be very rich. You only have to be often right on some critical decisions.
Oct 20, 2025
I use ChatGPT, Grok, and Gemini everyday. Personally I think Grok does a better job at analyzing specific content (Patents, whitepapers...
Oct 20, 2025
I think this is more of a concern for Perplexity than it is for OpenAI.
ChatGPT has become synonymous with AI in the same way Google...
Oct 20, 2025
Like.
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...
Xebec reacted to blueone's post in the thread Jensen says Nvidia’s China AI GPU market share has plummeted from 95% to 0% with