Supply, the growth limiter, not circular investment
Supply chain management is as important today as design.
AI training vs. inferencing vs. memory bandwidth
Getting closer to very fast memory is the key.
GPUs vs. ASICs—the threat from within
Some of AMD’s and Nvidia’s biggest customers are building their own AIPs.
Tesla’s Dojo, alas, we knew ye not well
Mercurial Musk massacres the Krell Machine.
Tesla’s A16 AI processor
An evolutionary path to AVs through Dojo.