How Profitable are TSMC’s Nodes with Math | Digits to Dollars
We did some math on the profitability of TSMC’s nodes.| Digits to Dollars
Have we reached the high water mark of custom silicon? Probably not, but we can probably see it from here.| Digits to Dollars
Nvidia makes a lot of arguments about the strength of their offerings, but many of those arguments remind of us strongly of past technology cycles.| Digits to Dollars
We did some math on the profitability of TSMC’s nodes.| Digits to Dollars
Arm and Qualcomm both reported good numbers, but while Qualcomm did exceptionally well, Arm's numbers left something to be desired.| Digits to Dollars
For the moment, Hyperscaler capex plans remain intact, but the teams building those AI data centers all suddenly have the strangest sense that someone is watching them…| Digits to Dollars
We struggled over the decision to write this piece. On the one hand, Deepseek has gotten everyone’s attention and is definitely important. On the other hand, an awful lot has […]| Digits to Dollars
Nvidia has formidable barriers to entry in its software. CUDA is a big part of that, but even if alternatives to CUDA emerge, the way in which Nvidia is providing software and libraries to so many …| Digits to Dollars
