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So, no one is commenting on LLM AI training. If someone has the interest and attention span, I'm happy to dive as deeply into training as they...
This thought is probably a little out there but this came to me after noticing that if anyone mentions Elon Musk, a few people will be triggered...
TSMC is Taiwanese, not Chinese. This is the reason China plans to invade Taiwan and it's also the reason US plans to defend Taiwan. China has a...
Given that DeepSeek uses OpenAI training data, I must say I no longer find it relevant that it can run on half the hardware of ChatGPT. ChatGPT...
The only reason *any* Indian publication would ever write something factual is if they thought it was in the best interest of India.
Here's something to consider. The last time the US had a trade surplus was 1975. That was 50 years ago. If trade deficits matter, how is it the...
Zen 5 has carried initial pricing for six months. It's just starting to come down. AMD has done well. I suspect AMD demand is not entirely...
Word from the channel is that nVidia midrange GPUs are not selling out at MSRP. Wild, if true. AMD GPUs are selling out above MSRP.
I don't really have a bone to pick with the WTO but let me make the most political and divisive statement that has ever been written in the...
I have profound respect for Warren Buffett and I embrace the idea that he is unequivocally correct on the top of tariffs. But.... While I...
Tesla Board begins search for new CEO.
It sounds like xAI's Colossus GPUs have been fulfilled. That's probably why there is more nVidia product in the channel.
Best wishes, W. Your family is lucky to have you TCB.
After considering the sale of Intel SSD division to SK Hynix, along with the Dalian fab, Intel is no longer positioned to make NAND, sensors, or...
Amen, RtN. Amen. It's not surprising that Trump doesn't understand but people controlling fiscal policy don't seem to understand. They make big...
My take on politics is that it matters a whole lot for trading and matters very little for a long term investor. I understand it's a hot button...
Quite a bit of Blackwell product (RTX 50X0 series) volume is well up in the channel. It just started this week. I wonder if this means AI demand...
That would be great. :thumbsup: :D
That was always going to be the case. I mentioned it a couple of times but it seemed to make people furious. They wanted to write their...
For what it's worth, I do not believe nVidia is the future. I'm not predicting they will go out of business tomorrow. I just think they've lost...
