AI Chips
GPUs and other AI Chips
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Google Cloud Next 2024 was Google’s most impressive assertion yet that it has the AI scale advantage and is determined to use it.
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Nvidia’s GTC was an absolute spectacle; it was also a different kind of keynote than before ChatGPT, which is related to Nvidia’s need to dig a new kind of software moat.
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Moore’s Law is not yet dead, nor is Moore’s Precept, even if AI computes differently. Addressing both is the key to succeeding with the China chip ban.
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Google Buys Compute From SpaceX, Broadcom’s Outlook, Apple’s AI Politics
Google’s deal with SpaceX, and Broadcom’s earnings, both seem bullish for Nvidia. Then, what I’m looking for at WWDC.
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An Interview with Microsoft CEO Satya Nadella About Finding Core Competencies
An interview with Microsoft CEO Satya Nadella about figuring out Microsoft’s role in AI, the relationship with OpenAI, Capex, Software, and a potential new agentic platform.
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The Nvidia AI PC, Project Solara, Microsoft AI
The Nvidia AI PC feels like a relic of another AI era; Microsoft’s vision for devices at Build was much more compelling.
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The SpaceX IPO and Data Centers in Space
There isn’t a financial model that justifies the SpaceX IPO, but data centers in space are plausible, and that might be enough.
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Nvidia Earnings, The AI Stack, Nvidia’s New Reporting
Nvidia is changing its reporting to delineate between hyperscaler sales — where Nvidia is fighting commoditization — and everyone else, where Nvidia runs the whole stack.
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The Deployment Company, Back to the 70s, Apple and Intel
OpenAI is forming a new company to deploy AI, and the other labs aren’t far behind, reinforcing the thesis that AI’s impact will require top-down implementation. Then, Apple has economic reasons to work with Intel.
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SpaceX and Anthropic, xAI’s Two Companies, Elon Musk and SpaceXAI’s Future
The Anthropic xAI deal is shocking but not surprising: Musk should double down on serving other companies.
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The Inference Shift
Agentic inference is going to be different than the inference we use today, and it will change compute infrastructure because speed won’t matter when humans aren’t involved.