Compute will become the most precious commodity in the world

“As I said, I don't think it was bad for AI. And I think, on net, the world deserves to understand how the universe works. But I do have empathy for the method.”

“People were just throwing that at the hardest problems they could. And people didn't think the model was going to do these things.”

“OpenAI CEO Sam Altman has told his employees that now is not the right time for the company to go public, but it's still targeting an IPO in 2027.”

“Intel CEO Lip-Bu Tan said Thursday that he’s “disappointed” the company was “not able to meet strong demand” in the third quarter as he cited “near-term challenges” that included supply…”

“The industry continues to navigate one of the most significant supply shortages in the [sic] history, driven by the unprecedented demand for super intelligence,”

“Nova Lake, our first Intel 18A-P client product, is tracking ahead of schedule, with design wins expecting to be twice those of Panther Lake at launch.”