Best-in-class insights and analysis from THE NVIDIA WAY book author Tae Kim
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 85 | Founded | 7 years ago | Last Issue | 4 days ago |
| Active | |||||
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taekim.substack.comLatest Issues
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.
An Interview with Microsoft’s Scott Guthrie on Azure’s New AI Chip, ‘Insatiable’ AI Demand and Today’s AI Model Price War
Microsoft is amping up its AI chip game.
On Monday, the company announced plans to expand its Azure Maia AI chip program to multi-gigawatt-scale deployments starting next year. Microsoft also said its next-generation Maia 300 chip will del...
How to Make More Money in a Volatile Market
You can take advantage of investors' emotional swings.
Note: Next week I’ll be traveling to San Jose for the OCP Global Summit, which has become one of the most important AI infrastructure conferences of the year. All the big name companie...
OpenAI's Undeniable Resurgence and the Coming Liftoff of Personal AI Agents
Impressions of Muse, Dots, and Instinct.
I’ve seen enough. The personal AI agents released over the past month will be a huge paradigm shift for computer usage and a major positive inflection point for technology.
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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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