$intc pantherlake seems promissing they are the only fab thats somewhat copetetive that isnt tsmc

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Because the limiting factor is about to be energy, and Earth is running out of it. I don't think the average person thinks about this. We certainly cannot generate enough energy for the AI future many are planning for. Even if we had all the compute and data centers necessary on Earth, assuming state of the art chip fab - we do not have the energy. The reason SpaceX is in such a dominating position, is because they have made great progress towards re-usable rockets, and are highly reliable (160+ launches a year). This brings the cost of delivering material to space down substantially. AI data centers in space make perfect sense. The cost to run them will be substantially lower, but most importantly there is unlimited free energy thanks to that big free fusion engine called the sun. If AI is the future, which certainly seems to be the case - then that means energy production is the future, and that means SpaceX is in a dominating position to harvest energy. Oh, and they will obviously be working towards mining precious metals from asteroids as well. Give that a thought. TLDR: You're dumb to not go balls deep into this IPO

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They are building an rD fab in California. Thats easily 10 to 20b for quantum alone.

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