Menu

#Billion

872 posts

Feed·
20 of 872 posts
The AI Demand Bubble
🖼️
112

The AI Demand Bubble

Hacker News·The AI Demand Bubble·about 1 month ago
#nBgeQA1E

If you liked this piece, you should subscribe to my premium newsletter. It’s $70 a year, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere from 5,000 to 18,000 words, including vast, detailed analyses of NVIDIA, Anthropic…

15s
Read More
Tower Semiconductor revives shuttered Panasonic-era fab in $3 billion Japan photonics expansion — METI-backed plan…
🖼️
0

Tower Semiconductor revives shuttered Panasonic-era fab in $3 billion Japan photonics expansion — METI-backed plan…

Latest from Tom's Hardware ·Luke James·2 months ago
#qWC3ayBx

The Arai fab has been dark since 2022. Tower expects it to be production-ready for 300mm silicon photonics by late 2027.

15s
Read More
Meta expands colossal Hyperion AI supercluster plans to 5GW, pushes Louisiana investment past $50 billion as AI race accelerates — says it plans to invest over $1 billion in local infrastructure improvements
🖼️
0

Meta expands colossal Hyperion AI supercluster plans to 5GW, pushes Louisiana investment past $50 billion as AI race accelerates — says it plans to invest over $1 billion in local infrastructure improvements

Latest from Tom's Hardware ·Etiido Uko·2 months ago
#XNkxsTyL

Louisiana businesses have received more than $1.6 billion in contracts since construction began

15s
Read More
Micron commits $500 million to GlobalWafers' Texas wafer plant as it raises U.S. spending to $250 billion — memory maker aims to manufacture 40% of DRAM in the US by 2035
🖼️
0

Micron commits $500 million to GlobalWafers' Texas wafer plant as it raises U.S. spending to $250 billion — memory maker aims to manufacture 40% of DRAM in the US by 2035

Latest from Tom's Hardware ·Luke James·2 months ago
#2pFT2J86

GlobalWafers' Sherman, Texas, plant is the only U.S. source of advanced 300mm wafers; Micron's fabs cannot run without them.

15s
Read More
Intel's big $5 billion bet on Ireland aims to right the wrongs of the cancelled Magdeburg, Germany complex — Fab 34's proven pipeline and Intel 3 node should help the company meet insatiable HPC demand
🖼️
0

Intel's big $5 billion bet on Ireland aims to right the wrongs of the cancelled Magdeburg, Germany complex — Fab 34's proven pipeline and Intel 3 node should help the company meet insatiable HPC demand

Latest from Tom's Hardware ·Luke James·2 months ago
#52zZS3J1

The Leixlip program is brownfield, self-funded, and tied to demand Intel says it can't meet.

15s
Read More
Intel's fab roadmap examined — Arizona, Ohio, Ireland, and the two deadlines deciding 14A process node
🖼️
0

Intel's fab roadmap examined — Arizona, Ohio, Ireland, and the two deadlines deciding 14A process node

Latest from Tom's Hardware ·Luke James·3 months ago
#VZjaRJLr
#tomshardware#intel#july#billion#cell#future

Intel canceled fabs in three countries and then ran out of capacity. What gets built next will be decided this year.

15s
Read More