AI Chips
GPUs and other AI Chips
-
Google Cloud Next 2024 was Google’s most impressive assertion yet that it has the AI scale advantage and is determined to use it.
-
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.
-
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.
-
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.
-
Microsoft Earnings, Apple Earnings
Microsoft unveils its new agentic business model, and Apple confronts shortages in memory and chips even as the Mac benefits from AI.
-
Amazon Earnings, Trainium and Commodity Markets, Additional Amazon Notes
Amazon’s earnings suggest that the shift away from training towards inference and agents means their bet on Trainium is paying off. Plus, additional notes on ads, agents, and sports rights.
-
Intel Earnings, Intel’s Differentiation?, Whither Terafab
Intel’s earnings were very impressive, but the chief driver was a structural shift in demand for CPUs for AI. Plus, what is going on with Terafab?
-
An Interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman About Bedrock Managed Agents
An interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman about their new partnership, plus my thoughts on OpenAI and Microsoft’s new deal.
-
John Ternus and Apple’s Hardware-Defined Future, SpaceXAI and Cursor
The elevation of John Ternus suggests that Apple’s future is about hardware differentiation; then, the SpaceX-Cursor deal makes a lot of sense.
-
TSMC Earnings, New N3 Fabs, The Nvidia Ramp
TSMC’s earnings suggest that the company’s leadership is not truly bought into the AI growth story.
-
Anthropic’s New TPU Deal, Anthropic’s Computing Crunch, The Anthropic-Google Alliance
Anthropic needs compute, and Google has the most: it’s a natural partnership, particularly for Google.