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ASML Holding NV
An SI Board Since May 1997
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43939 142 0 ASML
Emcee:  Ritz Type:  Unmoderated
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43837Whether Musk/xAI, Meta, or Amazon could actually pull this off [note to Mike frSam-March 17
43836Another copilot question: What a “minimal viable AI fab” would look like Here’Sam1March 17
43835OK, I think this answers the question I had. I'm still not sure that it makeSam-March 17
43834I still don't fully understand what this means. Does it mean that TSMC will Sam-March 17
43833Rubin Ultra packs 1TB HBM4E ~4X Blackwell Ultra Nvidia on Monday demonstratBeenRetired-March 17
43832Nvidia Opens Orders for DGX Station, Ready to Run Giant AI Models at Your Desk ABeenRetired-March 17
43831"LPX rack with 256 LPU processors features 128GB of on-chip SRAM"BeenRetired-March 17
43830"Vera Rubin-related chips, including new LPU chip, in this year’s second haBeenRetired-March 17
43829Nvidia to upgrade AI chatbot performance with new 'LPU' chip Nvidia to uBeenRetired-March 17
43828Intel Xeon 6 selected as host CPU for Nvidia DGX Rubin NVL8 systems Intel Xeon 6BeenRetired-March 17
43827Uber, Nvidia plan robotaxi rollout in 28 cities starting next year Uber, Nvidia BeenRetired-March 17
43826S26 preorders 25% higher than S25. Ultra 80% of all preorders. Pre-order volume BeenRetired-March 17
43825It's Copilot (ChatGPT essentially)* *Microsoft Copilot is not the same as BeenRetired1March 17
43824Who is saying this? Is it Claude or some AI program? Or some actual person?Sam-March 17
43823Roche ramps up AI computing capacity with Nvidia chip expansion [graphic] [graphBeenRetired-March 17
43822Demand for Nvidia chips from Chinese companies remains strong. Firms have reportBeenRetired-March 17
43821AI boom powers Adobe to astonishing record revenue and profit growth AI boom powBeenRetired-March 17
43820Applied Materials Teams Up with Micron, SK hynix for Next-Gen DRAM, HBM and NANDBeenRetired-March 17
43819SK hynix Develops 1c LPDDR6 DRAM with 33% Speed Gain, 20% Power Savings; Ships iBeenRetired-March 17
4381820% shortfall may persist to '30 on high demand as DDR6 ramps.BeenRetired-March 17
43817SK hynix Showcases AI Memory at GTC; Chairman Warns Wafer Shortage May Last UntiBeenRetired-March 17
43816"HBM5, will be built on a 2-nanometer process"BeenRetired-March 17
43815"Samsung, who manufactures the Groq 3 LPU chip for us"BeenRetired-March 17
43814Samsung vows to triple HBM production, unveils HBM4E sample (2nd LD) Samsung vowBeenRetired-March 17
43813Nvidia rolling out 5 massive server racks, each serving different purposes insidBeenRetired-March 16
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