My company's GPU cluster

What's the problem? Surely people will fork it

But nVidia already sells servers (NVL72), and CPUs (Grace). Why buy a bunch of overlapping companies?

And no sane regulator on the planet will allow them to takeover AMD, Qualcomm, or Broadcom.

A $1m dinner at Mar-a-Lago will take care of that.

https://www.npr.org/2025/04/09/nx-s1-5356480/nvidia-china-ai...

Lucky for them Americans have recently gone insane.

There are many race tracks in LA area.

Then why did Apple have a $20B a year search deal with Google?

The argument can be made that when people search Google they know they are using Google but when they use Siri they assume that their data is not going to Google. I think this is more likely to be solved contractually than having Gemini running on a datacenter full of M5 Ultra servers.

The article says this is not a replacement for physical passport.

I'm not sure what it actually means. For instance Apple Pay is probably not supposed to replace your actual credit card, but if you can live your life without ever using the physical one, that's just legalese.

If it really doesn't do much (i.e. only help to pass TSA lines), then perhaps it should be called something else. If it effectively can act as a passport in 80%+ more situations, "not a replacement for xxxx" will just be legalese for most users.

Yeah I purely care about whether or not this will get me through TSA. I'm against Apple Pay and all that, but I really don't want to carry (=risk losing) my physical passport just for domestic travel.

You can use a Real ID drivers license for domestic travel, passport is only required when leaving the country.

I don't have a Real ID just cause I don't want to deal with getting one. Was banking on it getting delayed repeatedly until they offer something else.

What else did you imagine?

Not useful for much in the real world, but extremely useful for online age verification.

Isn't that precisely what DGX Spark is designed for?

How is this better?

DGX Spark is $4000... this might (might) not be? (and with more memory)

This starts shipping in 2027. I'm sure you can buy a DGX Spark for less than $4k in 2 years time.

But good luck with Nvidia not turning it into abandoware.

it's fine for simple use cases, but far inferior to the likes of GPT, Gemini or Mistral

I don't know if any of that is true. Even if it's true, why TSMC?

Will Apple, AMD, and nVidia continue to trust TSMC if it owns half of Intel?

> Will Apple, AMD, and nVidia continue to trust TSMC if it owns half of Intel?

It doesn't matter because none of them have much choice. None of them own fabs and Samsung's capacity is significantly less than TSMC's. Plus Samsung also designs chips.