ASIC - Ategrity Specialty Insurance Company Holdings 0 WATCHERS

Its live. This is not 10x. It's 10,000x YYAI is actually Live! Its even got a financial partner for Australia registed with ASIC. [https://www.airwa.finance/](https://www.airwa.finance/) This is going to go nuts

YYAI IS LIVE!!! For all the doubters, They actually did it!! [https://www.airwa.finance/](https://www.airwa.finance/) The core risks that the short sellers depended on have been eliminated or reversed: * **Vaporware Risk is Dead:** The [**Airwa.finance**](http://Airwa.finance) website is live and operational, showcasing a clear focus on "Tokenized Fixed-Income". This proves the technology is …

[AEHR] The AI "Pick and Shovel" Play That Just Hit a Wall. (Deep Dive / Hold Thesis) TLDR: Aehr Test Systems (NASDAQ: AEHR) is theoretically the perfect "pick and shovel" play for the AI boom. Every major AI chip (GPU, ASIC) needs massive reliability testing, and Aehr’s technology is the …

There are only two big custom ASIC players: Broadcom and Marvell. Their revenue will continue to grow through next year and stock price should follow. They work with almost all the big hyperscalers and competing with Broadcom to win sockets.

ASIC eating good rn

$MRVL Marvell Technology is the primary custom silicon (ASIC) partner for the Amazon Trainium chips. Amazon just launched Trainium3: * [https://www.aboutamazon.com/news/aws/trainium-3-ultraserver-faster-ai-training-lower-cost](https://www.aboutamazon.com/news/aws/trainium-3-ultraserver-faster-ai-training-lower-cost) Nvidia also announced that upcoming Trainium4 will be compatible with NVLink Fusion: * [https://developer.nvidia.com/blog/aws-integrates-ai-infrastructure-with-nvidia-nvlink-fusion-for-trainium4-deployment/](https://developer.nvidia.com/blog/aws-integrates-ai-infrastructure-with-nvidia-nvlink-fusion-for-trainium4-deployment/) By using NVLink, Trainium4 becomes compatible with NVIDIA's vast software and rack ecosystem (MGX). This …

NVIDIA Accelerate AI Infrastructure Computing Power Race On the evening of December 1st, DeepSeek released two new models, DeepSeek-V3.2 and DeepSeek-V3.2-Speciale, boasting world-leading inference capabilities. DeepSeek's Major Release The two models have different focuses. DeepSeek-V3.2 aims to balance inference power and output length, suitable for everyday use. DeepSeek-V3.2-Speciale, however, is …

The interesting thing is this graph. Anthropic's FLOP mix is nearly 50% ASIC and 50% GPU. (Assuming SA has done the correct analysis or got the right data) Anthropic has recently carried out 1million+ TPU purchase https://preview.redd.it/zj739zsfp24g1.png?width=1456&format=png&auto=webp&s=856791fa2bc0322079fe9af754747f51fb7254e7

You’re basically valuing Broadcom as a “worse Nvidia” – i.e. asking whether its current P&L justifies being 40% of NVDA’s market cap – but that isn’t really the business Broadcom is building. Broadcom’s edge is that they’re the category leader in custom silicon. Their whole strategy is to sit next …

GOOG waking up to TPU/ASIC, Nvidia tax cracking. Might still run 15–25% if they crush AI workloads, but don’t expect a moonshot overnight. Keep an eye on capex cycles

GOOG is up x% since my contrarian "TPU Thesis" 4 months ago. Is the market finally pricing in the ASIC shift, and how high do you think it might go now? Four months ago, I posted a contrarian thesis arguing that the market was drastically mispricing Google’s decade-long bet on …

Hot take: CUDA being more flexible than ASIC's is not important when every AI model is doing the same thing

GPU are still good for research and AGI ( = openAi ) But for LLM and current model generation , ASIC are much better and the only way for cie to have a hope to make a profit with their models . It is a bit like mining BTC with …

ASIC technology was invented in 1967. Existential threat? Sure, but that word doesn't mean what you think it means. Actual threat? No.

I know this is some bets sub and this is all you can, I bet. Argued with some Pseudoexpert in a German bets sub about this. "What if Nvidia could not commute it so fast in future?" Yeah, maybe visit the first three semesters of an CS degree and you …

Listen up, regards. Ex-Googler here. Did my EE degree at MIT before spending years in Mountain View, so I’m going to try and explain this slowly so even you lot can understand why this TPU FOMO is absolute garbage. I am still bullish on GOOG in the long run and …

Nvidia responds after Meta reportedly looks at Google’s TPUs Nvidia stock slipped on Tuesday after reports that Meta might start using Google’s TPU chips for its data centers. That’s a big deal, considering Meta has been one of Nvidia’s major customers during the AI boom.Nvidia put out a response soon …

As a GOOGL call holder, I feel it needs to be said that TPUs are an ASIC and are fundamentally different from Nvidia GPUs. This is not a direct competition. NVDA demand far outpaces supply and all this means is that companies will use TPUs to fill the gap between …

There's only one Mag 7 stock that's leading the AI race. And it's Google. And it's not even close. OpenAI admitted themselves that they were surprised. This is the state of all Mag 7 companies and their AI project. Meta is burning cash and doesn't have cloud so they have …