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All my reads of the rumors makes me think it's new fabs, chips and facilities and labs and all that.
by djbusby 3y ago
All my reads of the rumors makes me think it's new fabs, chips and facilities and labs and all that.
- sangnoir 3y agoPerhaps that's what they are selling, but ASML lead times are many years-long. It sounds to me like a WeWork/Softbank-style heist: taking advantage of those who have more money than sense under cover of the current LLm/AI hype.
- baal80spam 3y agoIf that's so, then $100B won't be enough by a long shot.