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Jason's Chips

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semis and AI stonks articles that are free and not slop

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Issues76Foundeda year agoLast Issue10 days ago
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Latest Issues

AI Safety and the Market

This week, AI safety went mainstream. For a decade it was a niche concern of a small group in San Francisco that the rest of the industry treated as extremists. Now it is on Anderson Cooper, and the CEOs of the 3 largest frontier labs have...

10 days ago
22

Hot Chips 2026: Full Conference Analysis

Hot Chips is a 3-day conference held at Stanford where the industry’s chip architects present their newest designs, and it covers memory, CPUs, GPUs, networking, and custom accelerators from an electrical and computer engineeri

ng perspect...

10 days ago
21
1

Hot Chips Day 3 - Spicy (Jalapeno) Chips

There was some spicy news this morning about a spicy chip from a spicy frontier lab who will be the last presenter today at Hot Chips.

Mamma mia


follow me on on X: x.com/jasonschips

subscribe for an extra 500Tbps memory bandwidth...

a month ago
23

Hot Chips Day 2 - (C/G)PU

Hot Chips is indeed hot.

Fun fact: Stanford dorms have no AC. Stanford offers student housing to Hot Chips attendees, so I am staying in the dorms for the duration of the conference. However, what I didn’t know is that for whatever reason...

a month ago
29
2

Hot Chips Day 1 - Precious Memories

Hot Chips is a based 3-day conference with a bunch of presenters and each day has its own distinct theme. Day 1 (today) is memory.

Very first thing you’ll hear about is how bad the memory shortage is lmao. It’s like 70% of a rack at this p...

a month ago
54
4

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  • Jason's Chips

    Buyside AI stonks investor and writer | 20 & college dropout | All views my own, not financial advice

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