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The Zen 5 refresh is now in question. If it happens, it will almost certainly use Strix chiplets which have advantages over current Zen 5 desktop...
Tesla claims it's in-house 4680 cells are the cheapest per KWh batteries it has available.
Tesla has about 600K orders for the Y Juniper in China. That's total, cimulative, orders. They made some of the old model in early January but...
That's fair. I think a broader view is this game will mostly be over within a year. By then, the bulk or maybe all of the tariffs will be gone...
Maybe it's just as well W is letting his backbone slide, instead of standing knee deep in backed up sewage like we are.
We do not disagree. Very few people are able to think beyond a single variable. That includes people who think they're smart. In fact, it's...
This is a continuation of the Tariffs post I made in The Long Term Investor thread. It's possible to reshore production and it's possible to...
As you mention, the tariffs are political and probably won't serve the most noble intentions but there is an up side. I've recently started two...
I plan to arrive in the afternoon on Thursday; just in time to enjoy a clam dip. For what it's worth, I think the tariffs are a good idea. I'm...
SoftBank valued OpenAI at $300B. I assume that means it's real value is somewhere around $3B. Whatever the case, Elon's bid was kicked to the...
I hope you enjoy the sex junket in Thailand. :thumbsup:
Consider, if you will, the Chinese invasion barges and the Boeing Orca autonomous submarine. Both systems seem to have been specifically...
I've been unsuccessfully trying to learn why Intel cancelled their 20A process node. They bet the company on 18A. It was a gutsy decision that...
I will point out, AMD is the CPU leader so whatever they are doing can't be all bad. Perhaps not worthy of mentioning is they have an RX 9080...
I think Zen 6 is going to be limeted by AM5 but they are also talking about quad channel memory support, so they may be brewing up some HEDC...
I'm no longer as scared of deflation. Deflation, at least for short periods, does not appear to be a problem. Oddly, it is still portrayed as a...
Does anyone care about SoundWave? I think it is either shipping or will soon be available to OEMs for handheld development. It should be a...
I will add that N2X is a high clock frequency node. It is extremely believable they could hit 6GHz with reasonably low power. My AMD 9700X can...
Zen 6. Wow. TSMC N2X node. 6+ GHz. 48MB L3 cache per chiplet. LPDDR5X. RDNA4. 24 core (12C per chiplet). 10% IPC uplift. There is also...
Word on the street is, GPU prices will not be going down any time soon. This won't affect nVidia, since they don't sell many video cards. I...
