The hottest AI Chips Substack posts right now

The restrictions on AI semiconductors are strict and close most loopholes to prevent workarounds.
New controls on wafer fabrication equipment were implemented, but still have some gaps allowing significant tool shipments to China.
China's semiconductor investment surge, despite sanctions, shows sustained growth and potential retaliation strategies.

Chinese tech firms are diversifying their AI chip suppliers due to export controls on American chips, leading to opportunities for Chinese companies like Huawei.
Nvidia faces challenges in China due to limitations on their AI chip supply, impacting their market share and customer relationships.
The growth of Chinese new energy vehicles is driving demand for automotive-grade chips, with Nvidia holding a significant market share, but facing competition from domestic manufacturers and potential regulatory challenges.

Chris Dixon writes a book about blockchain's future impact on the internet.
Gene therapy successfully restores hearing for an 11-year-old using innovative treatments.
Researchers develop CAR T cells targeting senescent cells and Bridge RNAs for genetic modifications.

Geopolitical power shift demonstrated by fundraising for new AI chip ventures
Shortages in high bandwidth memory production and advanced packaging platforms are current industry challenges
Uncertainty exists in meeting forecasted 50% annual growth in AI chip demand

Artificial intelligence has come a long way since Alan Turing, with AI chips being a key component for advanced computations.
Edge computing moves computing power closer to where data is generated, enabling faster responses for AI applications like self-driving cars.
Axelera AI is focusing on AI chips for edge computing and advancing technology for applications like computer vision in the physical world.

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Softbank's Masayoshi Son plans to build an AI chip company to compete with Nvidia and other giants in the industry.
The project named 'Project Izanagi' aims to leverage Arm design and raise a staggering $100 billion, with $30 billion coming from Softbank and potential $70 billion from Middle Eastern institutions.
Venture capitalists like Son see the potential for AI chips to drive artificial general intelligence development, with a goal of surpassing human intelligence.

OpenAI introduced a new feature for ChatGPT that allows sharing chat conversations.
AI technology is being used in legal consultations, showcasing advancements in understanding legal jargon.
NVIDIA's AI chips are contributing to their rapid progress towards becoming a trillion-dollar company.

The AI portfolio performance for Q4 2023 was impressive, outperforming the S&P 500 with an IRR of 95%.
Investing in AI chips continues to be a promising choice, but there are concerns about the speed of commercialization and potential pitfalls.
The future of LLMs (Large Language Models) is uncertain, but GPU investments are expected to stay strong until more clarity emerges.

Large models like OpenAI's GPT series are reshaping the AI landscape by requiring vast computational resources and driving a buying frenzy among tech companies for AI chips.
Designing AI chips involves significant costs spanning from R&D to testing, and challenges exist in producing low-volume chips due to economies of scale, NRE costs, and supply chain constraints.
Advancements in semiconductor technology, including innovations like chiplets and AI-assisted design, offer potential ways to reduce costs and scale AI hardware production to meet the growing demand.