thinking a bit about the intc saga... obviously been wrong about this one. thought by now there would be massive demand for chips, that the accelerator would be stomped on full force, that we'd be hurtling into the automated future. not so. instead we're brake stomping. and i was listening to some glowievision today, something about global ai strategy, and they were going on about how chinese electricity capacity was way higher than ours, and still growing faster, but that they are reliant on western companies for advanced chips, suppose they count nvidia as western... anyhow that was kind of an aha moment, tptb in the west have an interest in slowing down ai development rather than speeding it up at the moment, give the west a chance to catch up in the underpinnings and framework before we start building even better chips at scale, because no matter how many laws you write, technology is going to diffuse and get over there, and we're trying to maintain a technology lead. so anyhow intel is still in the doghouse for now, but 18a is ramping up, 14a seems to be delayed however, but when the country is ready, intc will be the one that supplies it. suppose that means the place to be looking right now is energy and industrials and of course chips made in taiwan - so long as it remains independent, which i have my doubts about.

>>22987980
ya, he was good entertainment, and sometimes said some interesting stuff about tech, and nobody hated /biz/ like scoops...
used to post this song when intc was getting heemed, seems appropriate to do it again.
https://www.youtube.com/watch?v=nvlTJrNJ5lA