The AI boom is more overhyped than the 1990s dot-com bubble...

[MyPC8MyBrain]

50 minutes ago, Papusan said:

What are Microsoft doing wrong?

its much simpler to answer this question from the other direction,
when was the last time Microsoft did something right? 

the answer to that is simple, since XP.

everything since has been an ongoing lame attempt after another in converting PC's as in personal computers into public money grabbing kiosks.

[Papusan]

Milk while you can... 

'TSMC 'very nervous' about AI bubble concerns despite another record-setting quarter, but assured of demand

TSMC 'very nervous' about AI bubble concerns despite another record-setting quarter, but assured of demand — CEO says careless investment 'would be a disaster for TSMC for sure,' company will invest $52-$56 billion in capex

[MyPC8MyBrain]

45 minutes ago, Papusan said:

TSMC 'very nervous'

as they should be, Substrate Lithography next-generation semiconductor foundry - https://substrate.com/
 

 

[Papusan]

 

Probably a lot more reasons than this...

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