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Show Notes
-Arm enters the chip business with Arm AGI CPU
– Is AI inference increasing the CPU:GPU ratio?
– Google’s TurboQuant algorithm
– Data center energy efficiency
– Bringing back a 2,000-year-old cement battery
– India’s chip industry
– TSMC’s 2nm capacity crunch
– $20B for a TeraFab ?
– Is AI inference increasing the CPU:GPU ratio?
– Google’s TurboQuant algorithm
– Data center energy efficiency
– Bringing back a 2,000-year-old cement battery
– India’s chip industry
– TSMC’s 2nm capacity crunch
– $20B for a TeraFab ?
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