Engineering & Tools

10 digests

Stratechery Jun 3

The Nvidia AI PC, Project Solara, Microsoft AI

#engineering#business
SemiAnalysis May 28

Robotics Levels of Autonomy

#engineering#ai-research
SemiAnalysis May 27

Scaling the Memory Wall: The Rise and Roadmap of HBM

#engineering
Semi Doped May 27

Lithography Masterclass

#engineering
SemiAnalysis May 26

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

#engineering
SemiAnalysis May 26

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

#business#engineering
SemiAnalysis May 26

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

#policy-society#engineering
SemiAnalysis May 26

Another Giant Leap: The Rubin CPX Specialized Accelerator & Rack

#engineering#ai-research
Conversations with Tyler May 24

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

with Jack Clark

#business#engineering
Dwarkesh Podcast May 24

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

with Reiner Pope

#engineering#ai-research