AdAstra8888

@Govindtwtt Quantum

After AI, what's coming next??

@dnystedt Well ECO can be 2 things: - bugs that you need to fix - feature or architecture changes from Google Nothing here says it is Mediatek problem necessarily.

Rumor: Google has asked MediaTek for more design modifications on the TPU v8x, pushing back tape-out to mid-2026, a sign progress may not be as smooth as hoped for MediaTek’s new custom ASIC business, media report. Repeated rumors of modifications (Engineering Change Orders, ECO) have caused some to question MediaTek’s capabilities, but design tweaks are common in new chips. $GOOGL $AVGO $MRVL #Mediatek #semiconductors #TPU digitimes.com.tw/tech/dt/n/shwn…

@PatrickMoorhead Well ECO can be 2 things: - bugs that you need to fix - feature or architecture changes from Google Nothing here says it is Mediatek problem necessarily.

Wasn’t this the chip that supposedly was going to replace $MRVL back end design for TPU?

@projGreenBean @esaagar If ‘everyone’ sounds the same to you, it’s probably because you’re not capable of understanding anything beyond your own echo

@Agi_Engineering @esaagar Ever wonder why you have the same retarded thought as everyone else

Is there a reason that Artemis II doesn't even attempt to get into lunar orbit and will be 4k miles from the surface? Apollo 8 in 1968 got within 60-70 miles

@PatrickMoorhead @elonmusk @Tesla @SpaceX @xai Agree!

@Agi_Engineering @elonmusk @Tesla @SpaceX @xai Timeframe wise this is the likely outcome. If they do actually want to become a terra fab, it looks like foundry IP is part of it as well.

$INTC is joining @elonmusk’s Terafab alongside @Tesla, @SpaceX, and @xAI. ∙Intel contributes process technology and advanced packaging ∙Terafab targets 1 TW/year of compute for AI and robotics ∙This answers the biggest open question from the March 21 announcement: whose process technology? ∙Smart move by @LipBuTan1. Intel Foundry needs anchor customers. Musk needs a process partner.

BREAKING: Iran responds after President Trump says their “entire civilization will die tonight:” “All diplomatic channels and indirect talks have been frozen after President Trump's recent threats,” Iran says.

@ShardiB2 Because markets stopped taking him seriously

Trump out there saying he's going to wipe out a civilization Markets down less than 1% Incredible strength

@Damienkurast @HakonSwim @esaagar Indeed.

@HakonSwim @Agi_Engineering @esaagar Average IQ is around 100? So half the population is below that. I say A "Unable", final answer.

Taco Tuesday

@TradingThomas3 Taco Tuesday.

Interesting market holding up well even as Trump is saying some crazy stuff.

@NoahKingJr Google... a platform will win.

Who's gonna win the AI race? > OpenAI > Anthropic > Google > xAI

@PatrickMoorhead Newman says no talks are being held 😅

🚨BREAKING: PATRICK MOORHEAD IS IN TALKS WITH DANIEL NEWMAN ON WORKING OUT. 🚨

@calebrebelo_ What's the driver?

I left Dubai 2 weeks ago primarily to derisk from the situation. Since leaving my pace of aging has gone from 1.6x - 0.8x on WHOOP. Gone from almost aging at 2x pace to aging slower than most. All due to a change of environment. Incredible how impactful your environment is even if you don’t think it’s affecting you.

@h0tdam @ianmiles AMD should not be this far out behind Nvidia. They had the same product mix.

@Agi_Engineering @ianmiles What? Look at the stock price when she took over AMD a decade ago and look at the price now. What do you mean she does not execute?

Lisa Su just dropped a massive reality check on the state of the AI hardware scramble, and the sheer scale of what is coming is wild. If you asked her six months ago, demand was just "strong." But now? The entire landscape has shifted into absolute overdrive. She specifically noted that in the last 60 to 90 days, there has been a massive acceleration, especially when looking at the forecasts and demand patterns for 2026. The most insane takeaway is her blunt assessment that "there's not enough compute out there for everything that wants to be done." It is a complete bottleneck of global ambition versus available silicon. What is really flying under the radar here is that this isn't exclusively a GPU story anymore. The desire to ramp compute quickly for heavy AI enterprise workloads is actively pulling massive CPU content right along with it. The demand is practically insatiable across the entire board. The heavyweights are scrambling, the trenches are fighting for allocation, and the hardware supercycle is officially accelerating to a whole new level.

@EdKrassen Trump declares victory and leaves Hormuz to EU/APAC/GCC to resolve.

How does the war in Iran end? A) Trump nukes them B) Trump Chickens Out and Declares Victory C) Iran surrenders and new Regime takes over D) Another way (explain)

We believe this? The US and Iran have received a plan to END THE WAR as early as Monday, potentially reopening the Strait of Hormuz, per Reuters. Details include: 1. The proposal outlines a two-stage deal: an immediate ceasefire followed by a full agreement within 15–20 days 2. The ceasefire would instantly reopen the Strait of Hormuz 3. The final deal, dubbed the “Islamabad Accord,” would include a regional framework for the strait, with final in-person talks in Islamabad. 4. Final deal would also include Iranian commitments not to pursue ​nuclear weapons in exchange for ​sanctions relief and the ⁠release of frozen assets 4. Pakistan’s military chief has reportedly been in continuous talks with US and Iranian officials overnight to push the deal forward

@Dearme2_ amply enough

Men, be brutaly honest. is this enough?