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Mukunda Katta
Mukunda Katta @katta_mukunda ·
NVIDIA's Vera CPU packs 88 cores with 1.2 TB/s memory bandwidth, while AMD fires back with Helios — 72 MI455X chips going head-to-head with NVIDIA's NVL72. The CPU is taking center stage in the AI chip race as agentic AI demands new architectures. #Chips #Processors #NVIDIA #AMD #Tech #Hardware
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Mukunda Katta
Mukunda Katta @katta_mukunda ·
Global chip sales are on track to hit $975B in 2026, up 26% YoY, driven by the AI boom. Memory prices for AI applications have surged nearly 4x since late 2025. Meanwhile, Middle East tensions threaten helium supplies critical to chip manufacturing. #Semiconductors #Chips #Tech #Innovation
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Park
Park @StocksFtr ·
precision medicine adoption is becoming critical. AMD is attracting institutional attention. #AI #Chips
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Rand Swiss
Rand Swiss @RandSwiss ·
OpenAI has cancelled Sora due to compute constraints. Demand for AI video is outpacing revenue, highlighting a chip shortage. With supply risks rising, the market is likely to stay tight. Watch: youtu.be/uTeb96AlpwI #AI #Compute #Chips
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munna
munna @munna90s ·
1. Terafab 20GW->1TW 2. Mass to Orbit around 10m Ton per year. 3. 1Ton/Satellite ->1MW Power. 4. Starship Payload 100Ton approx. 5. 3nm chips Semiconductors and Fusion energy shaking out. #chips #semiconductors #space.
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Jennie
Jennie @Jennieyy03 ·
Original factory seals only. 🏷️ Inspecting Xilinx XC4VLX60 batch today. Verified DC 2433. Secure your supply now! #SupplyChain #Xilinx #ChipsV
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