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Comment Foundry business (Score 3, Interesting) 15

Not surprising. Tesla is its 5th generation (AI5) processor, currently manufactured by Samsung and TSMC. I suppose they imagine there are others that will want to use these for their own purposes. Musk is creating his own supply of chips for SpaceX at his TX Terafab. Having terrestrial customers to absorb some of the supply and provide revenue as that ramps up the obvious thing to do.

Comment Re:The Eagle (Score -1) 50

The had two couple of thrusters fore and aft the module and some modules had their own thrusters (though one wonders where they kept the fuel). There are vernier quads on the pads to provide for pitch/roll/yaw. There are even blueprints online. Loserboy nerds can't even research nerdy stuff while we jocks have the thing down since forever. Consider yourself beaten up.

Comment Re:Wow (Score 2) 73

we're fucked

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.

Comment Re:Everything we know about physics (Score 1) 102

If the rest of our existence as a race, for the next however many years until we go extinct, is entirely based on what we know currently about physics, and there is nothing left to learn, no short cuts, no loop holes, no new approaches, then.... fucking hell, the future is going to be boring.

I refuse to believe that our future abilities have been set in stone by scientists who barely knew atoms existed when they came up with their rules about how the universe operates - I fully expect future generations to get around those rules, otherwise we had better get used to living in the 2020s for pretty much the rest of humanities existence.

I remain eternally hopefully that there are different ways of doing things that Einstein et al could never conceive.

Comment Nice (Score 2) 28

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.

Comment Re:Question (Score -1, Troll) 48

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.

Comment Re:IPO for billions, sells for millions later. (Score 1) 36

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.

I guess its all those multi billion dollar dot coms that were later sold for a fraction of their IPO valuation

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.

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The perversity of nature is nowhere better demonstrated by the fact that, when exposed to the same atmosphere, bread becomes hard while crackers become soft.

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