>>21552981Intel got a double whammy. 20B from chips act and tariffs will make them the primary foundry choice for American customers. Chances are you'll see amd, apple & nvidia pre ordering volume so they can un-delay construction projects and operate at full capacity much sooner than expected. I bought more.
>>21553140I have 2 dissertations on cloud infrastructure optimization and economics was a major topic in both of them. Proposed new methods are already outdated now, shit moves fast. These are the stickiest businesses on the planet by far. Winners have already taken all. DevOps isn't really a thing anymore. It's all Site Reliability Engineering® now.
