An interview with analyst Benedict Evans on the role of productization in AI adoption, an AI bubble, OpenAI, comparing Nvidia and Sun Microsystems, and more
The Circuit on YouTube : X: @hobie_tweets , @howardlindzon , @buccocapital , and @benbajarin X: Hobie / @hobie_tweets : This is correct. Them not winning Apple, and they getting out-executed by Anthr...
An interview with analyst Benedict Evans on the role of productization in AI adoption, AI bubble, OpenAI, comparing Nvidia to Sun Microsystems, and more
In this conversation, Ben Bajarin and Jay Goldberg engage with Benedict Evans to explore the current state of AI development, its historical context, and future predictions. X: @hobie_tweets , @howard...
Inside Intel's 700-acre Fab 52 in the Arizona desert, which cost $32B and is starting large-scale 18A chip production, as the company seeks to impress customers
the Arizona mega foundry building the future of 2nm chips Ian King / Bloomberg : Over three days in Arizona, Intel executives repeatedly asserted that its 18A process is the most advanced chip product...
Source: Nvidia agreed to rent 10K of its own AI chips from Lambda for $1.3B over four years, the latest example of Nvidia's circular financial arrangements
18,000 GPUs will be leased over 4 years, as Lambda gears up for its IPO Martin Peers / The Information : Nvidia's Chip Round-Trip Deals Rebecca Szkutak / TechCrunch : Cloud provider Lambda may be gear...
At a White House event, Apple commits to spending another $100B on US manufacturing and aims to bring more of its supply chain to the US to avoid iPhone tariffs
Made In USA iPhone Still Off The Table Snaggy / The Joy of Tech : The Joy of Tech comic... Tim and Trump! MarketWatch : Dow Jones Top Markets Headlines at 11 PM ET: U.S. Trading Partners Race to Secur...
Microsoft says it is on track to invest ~$80B in FY 2025 to build out datacenters to train AI and deploy AI and cloud apps, with 50%+ of the spending in the US
plans to spend tens of billions of dollars to build out AI data center … Rounak Jain / Benzinga : Microsoft To Invest $80 Billion In AI Data Centers For Fiscal 2025 Minh Le / Tech in Asia : Microsoft ...
Intel and AMD forge an x86 ecosystem advisory group to ensure a unified x86 instruction set architecture moving forward, amid competition from Arm and RISC-V
including @Microsoft, @Dell, @Lenovo and @HP—are joining their new advisory group to “shape the future of x86 and foster developer innovation.” https://www.crn.com/... @CRN Mark Russinovich / @markrus...
Amkor plans to package some Apple silicon chips in Amkor's new Arizona facility, invest $2B, employ 2,000+, and be ready for production in two to three years
largely to package Apple chips fabbed there by TSMC. https://www.apple.com/... Ben Bajarin / @benbajarin : Interesting news on the Apple Silicon front. Apple announces expanded partnership with Amkor ...
Sources: Microsoft is helping finance AMD's AI chip expansion and working with the chipmaker on Microsoft's own processor for AI workloads, codenamed Athena
and its own slate of newly introduced AI services — are requiring computing power at a level beyond what the company expected when it ordered chips and set up data centers.” https://www.bloomberg.com/...
A deep dive into the deal between Apple and Amazon that lets the retail giant process some payments in Prime Video app, and the motivations of both companies
is the price discount demanded by a comic store retailer for carrying a comic a “Comic Book Store Tax”? Is there a “7-Eleven Tax”? https://www.theverge.com/... Dieter Bohn / @backlon : Today's newslet...