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I think it is 100% pragmatism. Jensen is no fool. It buys a bit of breathing room regarding the U.S. government spotlight on exports to China....
If he has time to text you, he has time to post here and let us know his intentions, whatever they are. Not a single person on Earth is too busy...
Double thread post: I would very much like it if this thread could be archived and (if possible) ported over to any new site that the members...
Double thread post: I would very much like it if WXYZ's thread could be archived and (if possible) ported over to any new site that the members...
100% agree. Without confirmation one way or the other, it's all speculation. All I know is if this place sticks around, I will as well. If it...
I was wondering why there was an extreme lull in the general activity lately. First Tom moving on, and now this. We'll see what happens, but I...
A moron with no fees and a better return rate :D
Normally I would agree, but nobody seems to want to be fab owners here. AMD used to, but that got spun off into GloFo in 2008. They are money...
Okay, let's put this to the test. I do not believe for one second that AMD will reach parity with Nvidia in any meaningful way in the next two...
As always, W and you (and others for sure) doing great work daily. Hard to add to both of you without sounding like a "ditto" machine, but I'll...
Did you not see me tactfully doubt Tom's predictions a bit ago? I have a great time bantering with him. We go back and forth on AMD sockets and...
I agree, but I see a big difference between Intel and Nvidia: Intel got complacent/lazy while Nvidia is as hungry as ever for growth/expansion....
If it is truly a national security emergency, then the government needs to act the part. Nationalize the fabs, bankroll their...
Indeed. I like your analyses. Keep them coming. No such thing as too many data plots on which to build an opinion.
Haha, nope! 6950XT. Got it for $550 a long while ago when they were blowing them out before the 7000 series came out. Nvidia could not touch...
He can't keep it straight. Bring back jobs. Get better tariff rates. Revenue generation. Stop illegal drug trade. America first. Blah blah...
Thanks, kind sir :)
Call me skeptical, but I will wait and see. The Nvidia ecosystem is not going to be overlooked in favor of AMD without truly dominating...
Desperate times leads to desperate (or angry) acts by individuals. I would not be surprised if the reports of the factories are true, but its so...
I figure I would log in and let everyone know I am not dead. I was gone most of the summer but followed along almost every day. I do not have...
