Best-in-class insights and analysis from THE NVIDIA WAY book author Tae Kim
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 88 | Founded | 7 years ago | Last Issue | 11 days ago |
| Active | |||||
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taekim.substack.comLatest Issues
Anthropic: 8 Most Interesting Things in Its S-1 IPO Filing
Anthropic’s IPO filing is here.
On Monday, the frontier AI model maker filed its S-1 prospectus with the SEC. While the 318 page document is mainly backward-looking, I believe it’s a good sign that it includes a placeholder for October ARR...
An Interview with OpenAI’s Richard Ho on Why Jalapeño Is a Groundbreaking AI Chip
Jalapeño. Credit: OpenAI
A new AI chip is making waves in the industry and it’s likely to keep doing so for years to come.
In late August, OpenAI presented its Jalapeño AI inference chip at the Hot Chips conference to widespread acclaim....
An Interview with d-Matrix CEO Sid Sheth on Why 3D-Stacked Memory Compute Is a Game Changer
Startups are where much of the technology industry’s innovation happens.
One of the AI industry’s biggest current problems is the so-called “memory wall,” which is the growing gap between how fast AI chips can perform computations and how...
An Interview with Nvidia’s Ian Buck on Why GPUs Keep Winning
Agentic AI is changing everything including at Nvidia.
Key Context spoke with Ian Buck, Nvidia’s vice president of hyperscale and high-performance computing, on Tuesday at the OCP Global Summit in San Jose. We discussed why companies conti...
OCP Day One: AMD CEO Sees Strong Demand for AI Inference and CPUs
Lisa Su is bullish on AI.
AMD CEO Lisa Su is emphatic and optimistic about the current demand for AI.
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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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