Best-in-class insights and analysis from THE NVIDIA WAY book author Tae Kim
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 75 | Founded | 7 years ago | Last Issue | 4 days ago |
| Active | |||||
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taekim.substack.comLatest Issues
Hot Chips: Google 8th Generation TPU Presentation
Note: I’ll be taking my first vacation of the year next Labor Day week, September 7 to 11. -Tae
Presenters: Norman Jouppi and Sridhar Lakshmanamurthy at Hot Chips conference on Tuesday, August 25, 2026.
Here are the most important distill...
Hot Chips: OpenAI Jalapeno Presentation
Presenters: Richard Ho, VP of Hardware. Ravi Narayanaswami, Member of Technical Staff. Chris Leary, Member of Technical Staff. Presented at the Hot Chips conference on Tuesday, August 25, 2026.
Here are the most important distilled parts o...
Hot Chips Conference Initial 5 Takeaways. What You Need to Know
Chips are hot and getting hotter.
I LOVED Hot Chips. It has easily become my favorite conference of the year.
Nvidia Blows Away Wall Street's 2027 Forecasts. What You Need to Know.
Note: Hi all. I’m out in California this week at the Hot Chips conference and visiting companies. My schedule has been jam packed with incredible speaker sessions, receptions, hallway conversations and meals with dozens of new friends/conta...
Newswrap: OpenAI's Revenue Growth Is Accelerating Like a Rocket Ship and It May Be Taking Share from Anthropic Now
AI-related stocks staged a nice recovery from the late-July lows, when the Situational Awareness hedge fund dislocation triggered a wave of selling.
This week, though, brought another wave of choppy volatility amid renewed uncertainty over...
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Best-in-class insights and analysis from THE NVIDIA WAY book author Tae Kim. "Key Context" Substack, covering AI, semiconductors and tech. Priors: Barron's, Bloomberg Opinion.
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