on the business of Semiconductors and AI
Platform | Substack | Pricing | Freemium | Publishes | Monthly |
---|---|---|---|---|---|
Issues | 16 | Subscribers | Read | anastasiintech.substack.com |
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from mobile chips to the cloud
NVIDIA reported a record high revenue of $30 billion for the quarter, and their datacenter revenue more than doubled over the past year.
The Hot Chips 2024 conference took place last week at Stanford. I had the pleasure of attending in person, and in addition to the amazing program, the conversations with people between sessions were very insightful. Here are my highlights:
For semiconductors, this decade is all about vertical integration—stacking chiplets on top of each other and stacking transistors, and that’s great for their performance, but very problematic for cooling.
The writers behind this newsletter.
Leveraging her background and experience in Semiconductor R&D, Anastasiia started Deep in Tech newsletter on the business of semiconductors and AI.
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