Posts from bloomberg.com

1. Find XO: Nvidia's $21 Billion SpaceX Stake Was Received, Not Purchased ↗ (bloomberg.com)

   SummaryNvidia disclosed in its 13F filing that it holds 122.8 million shares of SpaceX stock worth about $21 billion as of the end of June. This was not purchased but the $10 billion Nvidia invested in xAI…

   1 vote mrlatte 1mo ago Summary Discuss

2. Find XO: TSMC Smiles While Valve Screams, the Semiconductor Supercycle Bill Comes with Hardware ↗ (bloomberg.com)

   SummaryThe week TSMC's Q2 revenue jumped 36% year-over-year, Valve engineers said the memory crisis is still worsening, and Steam Machine prices, which have exceeded $1,000, could rise further. The benefits…

   1 vote mrlatte 2mo ago Summary Discuss

3. Find XO: Apple skips high-performance M6, chip roadmap pivots to on-device AI ↗ (bloomberg.com)

   SummaryAccording to Bloomberg's Mark Gurman, Apple is skipping the M6 Pro, Max, and Ultra and heading straight to the M7 line focused on on-device AI. The trend of running inference on the device is now emb…

   1 vote mrlatte 3mo ago Summary Discuss

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