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$INTC why is nobody talking x86 cross licensing agreement which has always been the biggest hurdle to an acquisition of either AMD or Intel. @IanCutress @dylan522p @PatrickMoorhead @zerohedge
SMM today says, "the current price of #lithium carbonate has already touched the cost line of some producers... some lithium salt plants have recently started to hold their offers firm and refrain from selling due to cost factors." Px CNY91.5k/t = US12.6k/t = lower than the line!
Our #lithium lepidolite research, as promised @sparkes_dwayne. China produced ~97kt LCE from 12 lepidolite mines in 2023. Of these, half are unprofitable at current prices. Company names shown below. Sources: company-official accounts, Chinese media, etc.
China's solar production is running up almost 100% YoY. The global #silver deficit is likely trending towards 400-500 million oz, more than all global exchange inventories. The #silversqueeze is accelerating, with SFE and COMEX registered stocks plunging. pv-magazine.com/2023/06/09/chi…
Hope you guys enjoyed all the new tech we announced at #computex 2021. So proud of our @AMD Ryzen desktop APUs, @Radeon mobile GPUs, FidelityFX Super Resolution, and our brand new 3D chiplet technology - bringing the best to high-performance computing!!
China To Grid Connect Minimum 90 GW Solar & Wind Power Capacity In 2021; NEA Allocates RMB 500 Million Subsidy For Residential Solar #solarpv #solarpower #windpower #China taiyangnews.info/markets/90-gw-…
I'm attending REUTERS NEXT - uniting global leaders and forward thinkers to reimagine solutions to the challenges the new year brings. Registration is free for a limited time only, register now bit.ly/2IoVris
My favourite 2020 article: Peak oil is already here. "A year ago, if anyone in the petroleum business had suggested that the moment of Peak Oil had already passed, they would have been laughed right off the drilling rig. Then 2020 happened. ... bloomberg.com/graphics/2020-…
bloomberg.com
Peak Oil Is Already Here
A pandemic crash and breakthrough electric cars signal the end of the Oil Age
Real knowledge is to know the extent of one's ignorance #confucius #think #domain #technology #constraints #bias #experience
In partnership with @AMD, the first @Microsoft #Azure instances utilizing GPU-partitioning became available in customer preview. Learn how AMD is utilizing SR-IOV technology to partition and share GPU power across multiple VMs.
From kindergarten onwards we need education to strengthen inner values not just pursue material goals. We need to introduce emotional hygiene, much as we teach physical hygiene. This way we can address the problems we face, in the hope of making this a century of non-violence.
Interesting decision to use hit songs pre-start instead of classical music as is normal in most financial events investor.nvidia.com/events-and-pre…
Shouldn’t @FTC’s objective be making sure there is enough competition so that consumers benefit? Will their trail against @Qualcomm increase or decrease competition in smartphone market? Will it benefit or hurt consumers? My take. bit.ly/2HowoeH #ftcqcom @sharatibken
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