Search: “asic”

A look at Dylan Patel's SemiAnalysis, an AI newsletter and research firm that expects $100M+ in 2026 revenue from subscriptions and AI supply chain research (Abram Brown/The Information)

Abram Brown / The Information: A look at Dylan Patel's SemiAnalysis, an AI newsletter and research firm that expects $100M+ in 2026 revenue from subscriptions and AI supply chain research — For Dylan

19 Apr 2026

Content type

All Blog X Post Paper YouTube Reddit GitHub

Clear filters

Sources: Google is in talks with Marvell Technology to develop a memory processing unit that works alongside TPUs, and a new TPU for running AI models (Qianer Liu/The Information)

Qianer Liu / The Information: Sources: Google is in talks with Marvell Technology to develop a memory processing unit that works alongside TPUs, and a new TPU for running AI models — Google is in talk

19 Apr 2026

1/ Old Nvidia chips are getting MORE valuable with age, not less. That has never happened in computing history. Marc Andreessen (@pmarca) on…

1/ Old Nvidia chips are getting MORE valuable with age, not less. That has never happened in computing history. Marc Andreessen (@pmarca) on @latentspacepod with Alessio Fanelli (@FanaHOVA) and @swyx

hardwareswyx--x

17 Apr 2026

A deep dive into Dwarkesh Patel's interview with Jensen Huang, including Huang's takes on Nvidia's moat and chip sales to China, and reactions to the interview (Zvi Mowshowitz/Don't Worry About the Vase)

Zvi Mowshowitz / Don't Worry About the Vase: A deep dive into Dwarkesh Patel's interview with Jensen Huang, including Huang's takes on Nvidia's moat and chip sales to China, and reactions to the inter

17 Apr 2026

Completely agree with Jensen! Not exporting AI out of fear is classic case where the cure would be 100x worse than the disease. You slow dow…

Completely agree with Jensen! Not exporting AI out of fear is classic case where the cure would be 100x worse than the disease. You slow down innovation, progress and US technology and economic leader

hardwareclem-delangue--x

16 Apr 2026

Sources: OpenAI agrees to pay Cerebras $20B+ to use its server chips, double the amount previously associated with the deal, and may receive equity in Cerebras (The Information)

The Information: Sources: OpenAI agrees to pay Cerebras $20B+ to use its server chips, double the amount previously associated with the deal, and may receive equity in Cerebras — OpenAI recently struc

16 Apr 2026

to be clear, NVIDIA is NOT a car