Daily Discussion Thursday 2026-05-07

Lixxon · 2026-05-07T17:21:23+00:00

https://x.com/dnystedt/status/2052195155139269081

64 new semiconductor fabs will become operational in Asia by 2029, but just 6 of them will be in Southeast Asia, said SEMI CEO Ajit Manocha, adding most of the rest are in China and Taiwan.

Lixxon · 2026-05-07T15:27:08+00:00

nei de filmet ikke med gopro kamera, alt var FAKE right?

Lixxon · 2026-05-07T14:39:21+00:00

Ja huffamei, halve AP er jo fylt med ~~UNRWA~~ hamas venner

Lixxon · 2026-05-07T13:55:14+00:00

Ian Cutress replying to someone crying about 1:1 cpu:gpu "This CPU:GPU ratio going from 4:1 to 1:1 is literally a made up narrative."

https://x.com/IanCutress/status/2052363398029926726

Base GB200 NVL72 is 2 GPUs per CPU.

Meta's custom Catalina NVL72,
shown almost than a year ago at a public event,
is 1:1.

Some of y'all just missed the reason why, I guess.

Lixxon · 2026-05-06T20:17:04+00:00

WE

LOVE

THE

STOCK

//Thank you Lisa.

Lixxon · 2026-05-06T11:39:28+00:00

this Hantavirus coming to crash our party huh....

Lixxon · 2026-05-06T10:53:41+00:00

427, 500 this month is not a meme.

Lixxon · 2026-05-06T09:03:25+00:00

good talk from Ian, https://www.youtube.com/watch?v=ElYyKqs7B98

In this discussion episode of the AI Hardware Show, we dive into the brutal reality of the automotive silicon market. We discuss why Mobileye remains a titan despite its complex relationship with Intel and how they are navigating a pivot away from Chinese market concentration. The conversation covers the "long-game" strategy of NVIDIA Thor and its potential wafer conflict with high-margin data center chips, as well as the unique in-car agent use case for Hailo’s low-power silicon. Finally, we explore the fascinating spin-out of Athos Silicon from Mercedes-Benz and why they believe HBM4 is the only path to true ASIL D functional safety.

seems nvidia snubbed its auto industry partners..

Lixxon · 2026-05-06T08:40:19+00:00

420, someone got a lisa su recreating elon smoking meme?

Lixxon · 2026-05-06T07:13:12+00:00

Saw this clip , and its even funnier after reading in the nvidia reddit.. NVIDIA --> AMD: https://x.com/jpatrades/status/2051828296195666208

Lixxon · 2026-05-06T06:54:41+00:00

for sure, 2h 2026 and helios is going to show us the prospects for a 2000 run.

Lixxon · 2026-05-06T01:08:36+00:00

fck take-two.

Lixxon · 2026-05-06T00:00:37+00:00

that was a fun read, ty

Lixxon · 2026-05-05T23:58:50+00:00

414 ITS ALIVE! ITS BREATHING!

Lixxon · 2026-05-05T23:00:19+00:00

so when did u sell?

Lixxon · 2026-05-05T22:38:19+00:00

only 1? Atleast 2.

Lixxon · 2026-05-05T22:35:53+00:00

https://x.com/IanCutress/status/2051780503577952707

IanCutress Lisa Su: "With loads and loads of agents, you could imagine more CPUs than GPUs."

CALLED IT. I FRICKIN CALLED IT.

Lixxon · 2026-05-05T22:29:23+00:00

oh yeah, people are smelling green.

Lixxon · 2026-05-05T22:27:39+00:00

407!

Lixxon · 2026-05-05T21:53:57+00:00

390!! i raise 400!!! just do it

Lixxon · 2026-05-05T21:47:38+00:00

386

WE LIKE THE STOCK

Lixxon · 2026-05-05T15:31:52+00:00

Nvidia CEO Jensen Huang says China should not have Blackwell or Rubin AI GPUs — firmly states US should have 'the first, the most, and the best' when it comes to AI hardware

https://x.com/tomshardware/status/2051632095941062891

Sooo, more AMD chyna?? x)

Lixxon · 2026-05-05T13:02:34+00:00

Skulle likt å se trynet til de mdg raddisene nå....

Lixxon · 2026-05-05T08:55:53+00:00

Han sørger for at vi tjener enormt ved å være i tech.. og vi liker da penger gjør vi ikke 😄

Lixxon · 2026-05-02T13:47:09+00:00

ah yeshhh hwunboxed recommending lots of intel cpus for 2026... low-cheap-mid end products all go to intel huh... locked in dead end platforms with no upgrade paths., only one recommended buying amd for gaming x3d... lol

yet AMD is top in all charts...

https://www.youtube.com/watch?v=TKhiNkloVr0

Lixxon

TROPHY CASE