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https://www.wsj.com/tech/apple-china-memory-chip-plan-57773a83
Paywall but you can get the general idea. Not sure how you can make "great American companies" buy American memory if there's none to buy...
I'm assuming a lot of the data center buildout is designed around the high cost and electrical requirements of Anthropic and OpenAI. It's going to be interesting if China's cheap open source models throw the capex situation into disarray. It...
I have three X99 combos and a 5700x3d combo up for sale. These were pulled in the last few years but I never got around to putting them up here. Some are dusty/dirty but I tried cleaning them up a bit.
I'll deal with established members with good...
Yes, but right now they can't produce enough for it to matter, so they're charging market rate, as one would suspect.
People are treating CXMT like they treat AMD, as if it's some tech saviour that will bring us salvation from the high prices of...
But they haven't gotten there yet, so we're still a ways off before the impact of CXMT will be fully felt in the market. Right now they're just gobbling up demand that the big three can't fulfill, but even that is exceeding their production...
100%. Their ability to produce cheap semis at scale in a down market will truly be the disruption, not small scale in a gold rush. By 2030 the market might start really feeling the effects of this as capacity ramps.
My cousin got the waitlist one, so my impression is that the reservation queue means you'll get an email eventually for this first run.
My email came through with reservation queue as well, so it'll be interesting to see when the order email...
Just look at Microns insider trading report. Execs are selling millions of stock on a regular basis, and have been for years. No money for employee raises though...the greed and ego of these people is off the charts.
EREV with the engine strictly as a generator is going to be an interesting way to bridge the gap between battery tech and towing range. Ram has it now I believe, and the next Lightning should have it. Just in time for my Lightning lease to be up...