Today

Scaling the Memory Wall: The Rise and Roadmap of HBM

GPT-5 Set the Stage for Ad Monetization and the SuperApp

Lithography Masterclass

H100 vs GB200 NVL72 Training Benchmarks – Power, TCO, and Reliability Analysis, Software Improvement Over Time

Amazon's AI Resurgence: AWS & Anthropic's Multi-Gigawatt Trainium Expansion

Huawei Ascend Production Ramp: Die Banks, TSMC Continued Production, HBM is The Bottleneck

Another Giant Leap: The Rubin CPX Specialized Accelerator & Rack

157 – Ezra Klein on existential risk from AI and what DC could do about it

with Ezra Klein

Jack Clark on AI's Uneven Impact (Ep. 242)

with Jack Clark

228 – Eileen Yam on how we're completely out of touch with what the public thinks about AI

with Eileen Yam

Why do GPUs, TPUs, & the human brain look the way they do?

with Reiner Pope