A fast-moving Web3 discussion is forming around AI boom and cost pressures: ASE rumored to raise advanced packaging prices by another 20% As AI applications drive semiconductor demand strongly and advanced pa.
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miloBuilding a digital bankMilo aims to build a digital bank to provide financial solutions for global and crypto-consumers. Tags: CeFi Founded: Location: United States
Micron $MU : This Train Is Not Slowing Down Yet A few days ago, I argued that investors were still underestimating Micron Technology because they were looking at it as a traditional memory manufacturer rather than one of the most critical infrastructure compa…
🚨 CHIP SUPPLY CHAIN HIT BY NEW WAVE OF AI‑DRIVEN PRICE HIKES. Upstream parts of the chip supply chain are entering a fresh round of price hikes as demand for AI hardware keeps climbing. The squeeze is no longer limited to GPUs and memory. Power chips, capaci…
Micron is going to $4,000 and once you understand what inference actually is, the number stops sounding crazy (Save this). Dylan Patel just said that by 2030, OpenAI and Anthropic alone will need over 100 gigawatts of compute combined and by 2040, we may not …