xadhominemx

It’s possible Anthropic can devote orders of magnitude more compute with more capable internal models

Not really. Intel was famous for employing all the bells and whistles. That was ultimately a major contributing factor to their undoing at 10nm.

Micron is basically saying they have visibility on 3D DRAM and it’s not worth the impact to yields and effective capacity on the changeover to migrate to 4F2 for a couple generations. Very similar to their decision to delay EUV, which worked out very nicely for them.

Micron is regarded as a very technologically adept. The have a strong track record of delivering leading/performant dram without the manufacturing bells and whistles used by competitors. The CEO was one of the important engineers behind NAND flash back in the day

Can you not feel it’s growing presence?

Ya but the same would be true no matter what kind of industrial facility was across the street.

Are corn ethanol and feedstock alfalfa (the two largest agricultural consumers of water) essential for the survival of the species?

Or if people can easily move. Or if you want the next generation of startups to operate in your state.

The doctor who killed himself was an Australian man living and working in Australia. Australia has public, universal healthcare.

Exactly! I suspect the parent commenter does not interact much with the US healthcare system.

Doesn’t seem to be the case as the price per token is not increasing…

The pace of change is accelerating! If this is an S curve, we are still near the bottom…

The critical back end step for HBM is thermal compression bonding - where they actually compress 13 very thin die separated by solder balls. Cracking is a major issue.

Easy to find yourself in literally 15 seconds.