I wonder if Peter understands or cares why he never gets replies to his inane @'s. One of my loyal Probable Spam reply bois. Tilting-at-windmills-maximizerPeter Wigand:…
Brutal🌿 lithos: For context, these are the planned fab investments (back-of-envelope):$0.00T CMXT$0.01T Kioxia$0.03T Rapidus$0.03T YMTC$0.09T Intel$0.12T Terafab$0.25T Micron$0.50T TSMC$1.36T SK Hynix$1.72T Samsung
Much as I like the "anon anime pfp wins against The Establishment" plot, I really don't get the feeling that you can buy all these people,…
> More predictabilityUrsula extolled the virtues of predictability when signing the unequal trade treaty, too. Does this post-menopausal mindset resonate with Europeans? "well we've been r*ped…
It's funny that shoes – not making them, but actual new brands – are proving to be so much harder than smartphones. Makes sense though. I…
> Vision costs more compute on both ends, more to train and more to serve, since images burn far more tokens than text. Spending that scarce…
RT Alexander Kruel2017: Artificial intelligence is the future—not only for Russia, but for all humankind. It brings colossal opportunities, but also threats that are difficult to…
For all that's said about risk aversion of Chinese capital, it's absolutely *frothing* with regard to AI, if we take into account actual revenues. P/E of…
I wonder why that didn't work outTeortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞): this teortaxes guy can't keep getting away with it!
good days when you could just wait for a faster Nvidia gaming GPU and it'd eventually fall into your lap. don't try that that stuff nowEric…