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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)

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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

hardwaretechmeme

19 Apr 2026

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

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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

Hardware

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)

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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

hardwaretechmeme

17 Apr 2026

Hardware

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…

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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

Hardware

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)

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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

hardwaretechmeme

16 Apr 2026

Hardware

to be clear, NVIDIA is NOT a car

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Dylan Patel of SemiAnalysis posted a clarification on X distinguishing NVIDIA from automotive companies, likely in response to comparisons or confusion surrounding NVIDIA's growing presence in the aut

hardwaredylan-patel--x

16 Apr 2026

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