Tannor Manson
@Futurenvevsting
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Saudi Arabia has just confirmed that tomorrow they will sign an investment agreement of $1 TRILLION, up from the original $600 billion agreement.
BREAKING: The US and Saudi Arabia are set to announce a deal with a "multi-billion dollar" investment in American AI infrastructure via "dozens" of investments. This will be a part of a pledge to invest $600 billion in the US.
My oh my, Santa might be coming early this year! $NVDA reported is asking $TSM to boost wafer output by 50% (!!!) to meet Blackwell demand.
$NVDA has asked TSMC to boost 3nm wafer output for Blackwell by up to 50%, pushing capacity from roughly 100k–110k wafers a month toward ~160k, according to local reports. That’s an extra ~35k wafers monthly tied to Blackwell chips. Nvidia CEO Jensen Huang said demand is…
My oh my, Santa might be coming early this year! $NVDA reported is asking $TSM to boost wafer output by 50% (!!!) to meet Blackwell demand.
$NVDA has asked TSMC to boost 3nm wafer output for Blackwell by up to 50%, pushing capacity from roughly 100k–110k wafers a month toward ~160k, according to local reports. That’s an extra ~35k wafers monthly tied to Blackwell chips. Nvidia CEO Jensen Huang said demand is…
Private companies need to manage their own risk (who would have thought). The government is not a safety guard so you can spend $1.4T that you don't have. Great precedent set by David Sacks going forward!
There will be no federal bailout for AI. The U.S. has at least 5 major frontier model companies. If one fails, others will take its place.
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