Google and Microsoft are important here. They both manufacture AI chips and sell compute via Cloud and Azure. I’m surprised Amazon is not onboard but this might be enough.

With the way process node naming schemes went completly meaningless while still being expressed in nanometers I expected double digit to mean 0.9%.

You might have had a point if the guy released this to the public and not to a direct competitor.

Yeah, expressing profit change percentage wise is dumb and prone to jumps if business doesn’t have high margins.

Semiconductor business part is more important here and why I posted this to c/hardware.