Chips
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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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Understanding the path the semiconductor industry took to today both shows where China needs to go and also explains why the risks for geopolitical conflict are higher than ever.
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TSMC showed the power of modularization, and now they are core to the U.S. national security strategy.
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An Interview with Dan Kim and Hassan Khan About CHIPS
An interview with Dan Kim and Hassan Khan about their work distributing CHIPS program money, and why they are optimistic about U.S. industrial policy going forward.
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Nvidia H20 Restricted in China, The Huawei CloudMatrix 384, Whither Chip Controls
It appears that Nvidia will never be allowed to sell AI accelerators to China again, even crappy ones, while Huawei makes its own supercomputer with outside help.
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An Interview with Google Cloud Platform CEO Thomas Kurian About Building an Enterprise Culture
An interview with Google Cloud Platform CEO Thomas Kurian about Google’s infrastructure advantage and building and enterprise service culture.
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An Interview with OpenAI CEO Sam Altman About Building a Consumer Tech Company
An interview with OpenAI CEO Sam Altman about building OpenAI and ChatGPT, and what it means to be an accidental consumer tech company.
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Nvidia GTC and ASICs, The Power Constraint, The Pareto Frontier
Jensen Huang’s GTC keynote was a compelling argument in favor of Nvidia’s position relative to ASICs when it comes to inference.
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Intel’s New CEO, Reevaluating Gelsinger, Lip-Bu Tan and Cadence
Intel’s new CEO casts Pat Gelsinger’s tenure and firing in a new light: was Intel’s problem simply bad execution?
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Apple AI’s Platform Pivot Potential
Apple AI is delayed, and Apple may be trying to do too much; what the company ought to do is empower developers to make AI applications.
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More TSMC Fabs in the U.S., Taiwan’s Trump Card
TSMC announced new fabs in the U.S., but without dates and processes it’s safe to assume Taiwan is keeping its Silicon Shield.
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An Interview with Benedict Evans About AI Unknowns
An interview with Benedict Evans about AI lessons over the last year, and the many unresolved issues that will impact industry structure going forward.