If you're close enough to see an enemy, they already have multiple autonomous weapons coming for you.

Just little old me. This is a big deal. The density increase here is basically Moore's law surviving another decade, with all that that implies. The zdnet puff piece annoys me. ASML is only mentioned in passing. The truth is ASML is right at the heart of this: it's their machine. And that's not me blowing ASML's trumpet: the story is the deeper relationship going on here. The Albany site is basically the US government (successfully) using IBM as their domestic lab operator to facilitate US strategic prerogatives with regard to frontier lithography, which secures US dominance over EUV tech dissemination for many years to come. The reader sees none of this in this zdnet tripe.

When you understand the back story, the future stories make sense. When the US tells ASML to whom they will and won't be selling equipment, and ASML quietly obeys, understanding this stuff means it won't be lost on you why an EU company bends the knee. This is why China can't make iPhone chips or NVidia GPUs, and that this situation is going to persist for years to come because of what's happening right here. Further, it puts the lie to all the yap about the US "falling behind" and failing because "capitalism" and some mythical abhorrence for "public-private" partnership, etc. The US does all of that, and it does this at least as well as everyone else.

A great deal. IBM licenses, partners and consults with semiconductor manufacturers globally, and runs a thriving IP business from their huge R&D facility in Albany, NY. Samsung, Rapidus, AMD, ST, SMIC and others are all paying for IBM tech in recent deals. GlobalFoundries bought out IBM Microelectronics for IBM's 300mm tech. IBM is among the most prolific patent filers in the world.

The real story here is this: ASML has a new machine for a new process node. ASML is obligated to perform much of their R&D in the US due to strict export and technology sharing agreements with the US government. IBM operates huge, world class R&D lab in Albany, heavily subsidized by the state and US government. The new process that this story is about is really IBM working as an R&D partner with ASML to refine the process and get it ready for commercial operation.

In a few years, when they get the yields to something plausible, ASML customers will buy the new machines, and IBM will be in the room, taking their cut for IP, consulting, support etc.

Replaceable? No. Reparable? Depends on the extent, but even that's hard: the wings are full of hardware, and if you have to spend a year and invent a process for dismantling everything to get at the damage, it becomes financial infeasible. Even if you pull it off, you have new inspection requirements, operational limitations, etc.: it's not the same revenue generating plane after something like this.

There is a lot at stake. Emirates operates these with over 500 passengers. If that manifest burns to death on takeoff because a wing folds there will be hell to pay.

I think the end state of all this looks like game cartridges. If people could buy the weights of a frontier quality model in a high density, high speed ROM that ran locally plugged into an PCI-E or M.2 slot, all you would need then is a reasonably fast tensor processor with a little RAM for context. This is possible, and there is even a company (Taalas) with an early product. They have an online demo that is crazy fast.

You would buy one and use it for some time, probably years, and then discard it when the value of some newer version makes sense to you.

Not far from the truth.

The big implication from this is that making these inference engines isn't difficult and they can't be protected. That's the doom of all of AI money: the product is getting commoditized; you'll buy a Claude/ChatGPT/whatever in a box from Amazon in a few years.

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.

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

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.