Perhaps not. There are Chinese fabs that can't make HBM, but can make DDR5. Corsair is now (as of about 2 weeks ago) selling modules with CXMT RAM. That's the first time one of the "major" RAM module manufacturers have turned to Chinese chips.

That may be the answer to the DDR5 shortage over the next year or so.

We need to beat China at green energy by bulldozing our undeveloped land for solar panels.

Great. New fab in the West. It's just power stuff; silicon carbide FET and whatnot. Still, if concern for "sovereignty" is what it takes for bedroom community Europe to get off the dime, then good for them. Better than being industrial vassals of the US, China and Russia, which is where they've been heading. Feel free to make more "sovereign" fabs.

LOL

The purpose of the CS department is not to provide vocational training for programmers; it's to teach CS. In turn, CS is far, FAR more than mere programming, and thus requires an understanding of math in multiple areas

The problem is that there doesn't exist a degree that meets the characteristics of someone who wants to be a programmer (or non-research-related technical practitioner). I always hate when people trot out that the ivory tower of CS was meant for big thinkers and problem solvers, not programmers. That what grad school and doctorals are for.

When I went to school, I had to decide between CS, IT, or EE. IT was far too light on practical programming skills, seemingly geared more towards admin and managers, with things like OS management and Excel classes. EE was far too into robotics and building things, which was not a career I wanted either. I think they were building radios and cameras in their first semester. Neat, sure...not the career I wanted. Which left CS

At any rate, my point is that the path of most computer engineers go down CS because thats the most applicable path for what they'll be doing in life. However, the math portion is way overkill for something like 90+% of their future job roles.. I know personally they could have taught me big O notation and basic logic (state machines, functional programming, recursion, etc), and that would have covered the bulk of my needs. Personally, I would have loved more CS classes and less math...I would have been more well rounded and able to accept a different career role within computers instead of being pigeonholed into what I was able to take with only 25-50% of my semesters targeted at CS. The amount of time I had for classes taught me the basics of programming and the fundamentals of how a computer works. With less math and more CS, I could have also maybe squeezed in some cybersecurity, maybe some web programming, perhaps some NLP background, maybe even some bioinformatics (or today, AI). There's just so much more valuable possibilities that were left on the table because they needed to squeeze in another Calc 2 or Diffy Q, which to this day I never use.

From outside, an IR imager should be able to see the heat from a leak. But who knows; one would imagine if it were that easy they'd have done it 7 years ago, when this crap Russian module's chronic leak issues began. My inner cynic thinks this is probably political; competent people aren't being permitted to deal with it.

They'll deal with it when some hatch or docking port blows out and sucks a couple people into space wearing NASA tee shirts. I'm rather certain about that much.

The IPO push is tied to their profit forecasts, and they expect to be profitable in Q2. They're revenue is growing rapidly and it's likely true they'll actually turn their first profit, so don't bet against it.

Sure. That could happen again. And again. It's even likely with these LLM operators. A few years from now the necessary hardware be lower cost and lower power. The models they've built will be cloned and surpassed by multiple competitors.

But in the immediate future investors will fill Anthropic's pockets. One benefit in all this is that there will be more scrutiny of the spending, which will create friction in the both the Buy All The Silicon and Datacenters Everywhere departments: the investors of both Anthropic and OpenAI will want to milk the value of tokens while spending as little as possible and avoiding risk.

Right. An aircraft of the state flag carrier or France, operating the product of a state subsidized aircraft manufacturer, crashed because capitalism.

Also, commie airplanes never crash.

This incident required the combination of an incompetent crew and a faulty design. Without both, that particular flight would have ended without incident.

So the fault is shared, and the real criminals are in the boardrooms.

As your dumb ass was typing that, The big orange Nazi (R) is having his DOJ sue in federal court to have this Minnesota state law overturned.

Beyond that, this isn't even a partisan issue. This is about "tribes." Reservation casinos. You see, moron, Minnesota tribes don't want competition for wager money in the People's Republic of Minnesota. They oppose any attempt to introduce additional gambling beyond what was already established before their rise in influence: sports betting, prediction markets, whatever. Being a cultural pressure group, their casino money pays for lots of (D)s in the state legislature. And those (D)s do their job, outlawing what they're told and mouthing stuff about "safety" or whatever, providing a plausible narrative.

So congratulations. You're officially a Useful Idiot.

Someone failed to equip you with adequate cynicism. Upbringing issues.

It's an electric rocket system. They've aggressively eliminated all possible hydraulics. Gimbling rocket engines and flap articulation is all electric in Starship V3 and booster stage. So is cryogenic recirc. All that stuff has to react rapidly to achieve the agility necessary for the insane flight profile they have; slow gear trains won't cut it; so they have dozens of the most powerful direct drive actuators our species has yet devised.

Also, 9 MW isn't all that much. It's about 12,000 HP, or what you get from a modest gas turbine, or a few diesel locomotives. Naval vessels use gas turbines of that size for on-board power generation.

It's Expressif, and they can at least legitimately claim to have actual novel silicon that targets "edge" AI, including speech and imaging processing, and integrated vector instructions for AI.

Cynicism approved.

I have the good fortune to be a mosquito repellent, for whatever reason. Not that I don't get bit, but everyone else seems to get a lot more attention.