CipherTalk
Meg McNulty, Kislay ParasharDecoding deeptech's biggest trends.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 95 | Subscribers | Read | ciphertalk.substack.com |
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Latest Issues
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The world beyond GPUs
The chip wars were the opening act. The real fight is over the software that makes them work.
The Hardware No One Is Managing
Meta and NVIDIA announced a multi-year, multigenerational deal on Tuesday for millions of Blackwell and Vera Rubin GPUs plus Grace/Vera CPUs. One of the largest AI infrastructure investments in history.
$690 Billion and Nowhere to Plug It In
The five largest U.S. cloud and AI infrastructure companies plan to spend between $660 and $690 billion on capital expenditures in 2026, nearly doubling what they spent last year. Amazon committed roughly $200 billion, more than $50 billion...
How the Hunger for Memory Is Starving the Rest of Tech
SemiAnalysis published “Memory Mania: How a Once-in-Four-Decades Shortage Is Fueling a Memory Boom“ last week, calling the current DRAM market the tightest in 40 years. Their analysis is characteristically thorough: fab-by-fab production br...
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Engineer - Distributed Systems, Space, AI, and Quantum
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