… "The last big bubble we had was the internet bubble," he said. "Last I checked, the internet still is pretty big. It's not like it went away.... There will be billion-dollar valued AI startups that don't make it. …
… "So in a single building, we can create a lithography mask, make the chip, test the chip, make another mask, and have an incredibly fast recursive loop for improving the chip design." Intel does bring some much-needed expertise to the endeavor, though it's yet to disclose to what extent it's involv… …
… Even AI generators like Sora 2 have some delay while you wait for them to process. "We combined 3D graphics, structured data, with generative AI, probabilistic computing," Huang said. …
… The fabrication failure rates will be horrendous at first, but that's OK: so long as the duff region can be turned off, you can sell the working remainder as a lower-end part. …