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zach's tech blog

zach

building chips and writing words

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues70Founded5 years agoLast Issue2 months ago
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Latest Issues

Was I wrong about Etched?

I’ve been a public critic of Etched for a while. I’ve put out a couple articles rebuking the idea that a chip focused purely on transformers would significantly outperform a modern GPU. That idea was ostensibly Etched’s core premise. Put si...

2 months ago
39
3

Tensordyne is making AI more efficient using logarithms.

Most AI chip companies are focusing on speeding up generative AI workloads by changing the memory hierarchy. Groq achieved ultra-low-latency at a high cost by using super-fast but expensive SRAM memory, rather than the slower but more cost-...

3 months ago
18

How the hell is Groq raising more money?

Axios just dropped a bizarre scoop. Groq, the AI chip company company that was acquired by Nvidia in December of last year, is raising $650M. How, exactly, is a company that successfully exited raising more capital?

Well, technically, Nvid...

3 months ago
20
1

Agentic AI is about more than CPUs

When Nvidia announced the Vera CPU as part of their Vera Rubin system, they described it as “purpose built for Agentic AI”. ARM just released their AGI CPU, which doesn’t actually stand for “artificial general intelligence” as you might exp...

4 months ago
17

Crossbar’s new security chip isn’t actually secure.

Crossbar, Inc is a company that was founded to commercialize resistive random access memory (RRAM), an emerging nonvolatile memory technology that’s one of the candidates to replace eFlash in modern process nodes. In the past few years, the...

6 months ago
10

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