AI & Semi Fab News @SemiFabAI
This is my account for tracking financial/dev news in the Artificial-Intelligence and high-tier semi-conductor fabrication sectors. Earth Joined April 2024-
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AI & Semi Fab News retweeted
Security at Palantir is core to what we do and underpins our ability to operate in highly secure and sensitive environments. Read more in our Information Security series on our journey through passwordless authentication over the past decade. blog.palantir.com/tagged/passwor…
AI & Semi Fab News retweeted
AI & Semi Fab News retweeted
The defense ministry has reported a record 11 Chinese balloons operating around Taiwan.
AI & Semi Fab News retweeted
🌏 Big news from Taiwan! 🇹🇼 TSMC says it needs government approval for overseas ventures. What do you think this means for the future of tech and global partnerships? 🤔 Dive into the details here: ift.tt/gqOyDjp #TSMC #Taiwan #TechNews #GlobalBusiness #Innovation
TSMC Opens Its First Production Facility in Kumamoto, Japan March 6, 2024 globaltaiwan.org/2024/03/tsmc-o…
AI & Semi Fab News retweeted
Just yesterday, Alphabet (GOOGL) announced that they were going to be increasing their AI capital expenditures to $75 Billion in 2025 (from $51b in 2024) and Meta similarly announced a higher capex spend of up to $65 billion (from $39 b in 2024) this year. This should allay…
AI & Semi Fab News retweeted
AMZN increasing AI capex spend to $100 billion in 2025 after Google and Meta announced increased spending to $75 billion and $65 billion respectively Either Deepseek is bullshiting about spending only $5.6m for their AI models or US big tech are run by idiots
AI & Semi Fab News retweeted
Hahahaha! Deepseek confesses to using illegally obtained H100 Nvidia chips. #DeepSeek
AI & Semi Fab News retweeted
The U.S. and U.K. refused to sign an international agreement for safe and ethical AI development at a summit in Paris.
AI & Semi Fab News retweeted
President Musk kills the bill and DOGE gets its first win. Looks like a nice wake up call for the politicians. The out of control spending must stop!
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