CipherTalk
Meg McNulty, Kislay ParasharDecoding deeptech's biggest trends.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 101 | Founded | 3 years ago | Last Issue | 22 days ago |
| Active | |||||
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ciphertalk.substack.comLatest Issues
Nobody knows what a used GPU cluster is worth
If xAI defaults on its debt, Apollo Global Management ends up in the GPU rental business. That is in the contract, signed in June 2025, on a five billion dollar debt facility arranged by Morgan Stanley. The lenders have the right to take ov...
Energy as the Hidden Architect of Chips
Last week, the Chinese company Zhipu AI released a large open-weight model that outperformed systems from OpenAI and Anthropic in top coding benchmarks.
In US commentary, that result is usually absorbed into a familiar frame: better AI pe...
The Physics of Compute
Most people thinking about AI infrastructure are thinking from the software layer down.
Most people thinking about AI infrastructure are thinking from the software layer down. Which model, which framework, which cloud provider, which chip....
The AI Labs Are Hiring for Hardware They Don’t Own
OpenAI and Anthropic are on a hiring spree for firmware engineers and hardware bring-up specialists. They rent their compute from CoreWeave and Microsoft. So why do they need people who work this close to metal?
The AI industry sold...
The GPU King Is Hedging
Yesterday at GTC, Nvidia officially launched NemoClaw, the open-source agent platform it had been pitching to enterprise software companies for weeks. The platform runs on AMD, Intel, and Google chips. A company whose valuation rests...
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Engineer - Distributed Systems, Space, AI, and Quantum
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