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1 point by zdw 6 days ago | past | 1 comment
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| | Capital Cycles and AI (fabricatedknowledge.com) |
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3 points by swyx 3 months ago | past
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| | 2025 AI and Semiconductor Outlook (fabricatedknowledge.com) |
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3 points by mfiguiere 4 months ago | past
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| | Intel’s board, and an example of when boards and short-termism fail (fabricatedknowledge.com) |
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351 points by LarsDu88 5 months ago | past | 278 comments
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| | Mobileye S-1 Teardown (fabricatedknowledge.com) |
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2 points by luu 8 months ago | past
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| | The ROI of AI (It's a Dollar Auction) (fabricatedknowledge.com) |
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| | The Internet as You Know It Is Dying (fabricatedknowledge.com) |
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5 points by futurecat 11 months ago | past | 1 comment
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| | The Data Center Is the New Compute Unit Nvidia's Vision for System-Level Scaling (fabricatedknowledge.com) |
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2 points by _____k on April 14, 2024 | past | 1 comment
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| | The Data Center Is the New Compute Unit:Nvidia's Vision for System-Level Scaling (fabricatedknowledge.com) |
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3 points by themule on April 4, 2024 | past | 2 comments
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| | The Rise and Fall of the Telecom Bubble (2023) (fabricatedknowledge.com) |
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| | Tony Pialis Interview on Alphawave (fabricatedknowledge.com) |
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1 point by electroagenda on Jan 8, 2024 | past
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| | OpenAI Boardroom Battle: Safety First (fabricatedknowledge.com) |
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45 points by skmurphy on Nov 19, 2023 | past | 42 comments
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| | Lessons from History: The Rise and Fall of the Telecom Bubble (fabricatedknowledge.com) |
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3 points by pseudolus on Oct 16, 2023 | past
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| | Backside Power Delivery and Bold Bets at Intel (2022) (fabricatedknowledge.com) |
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1 point by _hypx on July 26, 2023 | past | 1 comment
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| | AI Foundations Part 1: Transformers, Pre-Training and Fine-Tuning, and Scaling (fabricatedknowledge.com) |
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3 points by jseliger on April 12, 2023 | past
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| | Moore's Law Changed Our Lives: RIP Gordon Moore (fabricatedknowledge.com) |
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1 point by themule on March 25, 2023 | past
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| | France's largest semiconductor company got nationalized in plain sight (2022) (fabricatedknowledge.com) |
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153 points by walterbell on Jan 26, 2023 | past | 92 comments
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| | Mobileye S-1 Teardown (fabricatedknowledge.com) |
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1 point by jseliger on Dec 20, 2022 | past
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| | Hyperscalers and Energy Costs (fabricatedknowledge.com) |
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1 point by themule on Nov 2, 2022 | past
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| | US Export Restrictions, Intel Layoffs, Applied Materials, and TSMC (fabricatedknowledge.com) |
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134 points by BOOSTERHIDROGEN on Oct 16, 2022 | past | 106 comments
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| | Are We in 1995? Rich Templeton's of Texas Instruments Thinks So (fabricatedknowledge.com) |
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1 point by themule on Sept 15, 2022 | past
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| | The Shift from Fabless to Fabs (fabricatedknowledge.com) |
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2 points by themule on Aug 16, 2022 | past
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| | Industry Structure: Fabs Are in Favor – LTAs Are the Tell (fabricatedknowledge.com) |
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1 point by wslh on Aug 14, 2022 | past
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| | Intel – They Are Who We Thought They Were – Share Donors (fabricatedknowledge.com) |
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2 points by sasvari on July 29, 2022 | past
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| | Lessons from History: The 1990s Semiconductor Cycle(s) (fabricatedknowledge.com) |
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2 points by sasvari on July 14, 2022 | past
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| | GPU Gluts, Estimate Cuts Coming, and AMD Valuation (fabricatedknowledge.com) |
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1 point by nvr219 on June 27, 2022 | past
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| | Lessons from History: The 1980s Semiconductor Cycle(s) (fabricatedknowledge.com) |
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2 points by makaimc on March 28, 2022 | past
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| | How France's Largest Semiconductor Company Got Nationalized in Plain Sight (fabricatedknowledge.com) |
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1 point by kcb on Jan 23, 2022 | past
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