US supply chains for electronics suck so much AMD found a business opportunity in dumping US military chips for 1/4 of the cost in China. US list price is $36k for this chip, with $4-5k to US companies at volume, but it's getting quoted $1k in China to crowdfunding campaigns AMD

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1. #1

   I'm doing a new startup with @asciimike It's Chinese leg extension surgery Except for you break your skull and expand your brain

   Dylan PatelDylan Patel @dylan522p · 3 天前

   
2. #2

   "And antisemitism will be dead in about 6 months once Sydney Sweeney converts so don't worry bout it" - @Chaimeisenberg Incredible things are happening in SemiAnalysis Slack

   Dylan PatelDylan Patel @dylan522p · 2026-10-06

   
3. #3

   Fentanyl Grade Compute: Why a GB300 Rack Will Out-Price Blow by Weight in 2030 A GB300 NVL72 weighs roughly 1,580 kg fully populated and recent purchase orders put it at $5M per r…

   Dylan PatelDylan Patel @dylan522p · 2026-09-24

   

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