underscored — Underscored

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dwarkesh.com

Jensen Huang – TPU competition, why we should sell chips to China, & Nvidia’s supply chain moat

In the end, something has to transform electrons to tokens. The transformation of electrons to tokens and making those tokens more valuable over time is hard to completely commoditize.
— Jensen Huang

1d ago

ai-supremacy.com

Mythos, BigAI, Datacenters and Bottlenecks

Helium is as far as the Iran War and the semiconductor supply chain goes: as close to a "fundamental physical constraint" as we can get.

1w ago

wired.com

Arm Is Now Making Its Own Chips

The chip design firm says Meta, OpenAI, Cerebras, and Cloudflare are among the first customers of its new artificial intelligence hardware.

3w ago

Underscored — save the words that stop you in your tracks.

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