The hottest Chips Substack posts right now

And their main takeaways
Category
Top Technology Topics
Brad DeLong's Grasping Reality 238 implied HN points 12 Nov 24
  1. Big tech companies are trying to break their dependence on NVIDIA and OpenAI because they don't want to pay high fees for using their technology. They are investing heavily to develop their own systems and chips.
  2. The race for independence is fueled by fears of falling behind in AI technology. Companies need cutting-edge language and classification models to stay competitive and make profits.
  3. Despite the rush to innovate, there's concern about monopolies in chip manufacturing, particularly with companies like TSMC. If other competitors can catch up, it could lead to a more open tech landscape and fewer fees for businesses.
Sector 6 | The Newsletter of AIM 519 implied HN points 29 Dec 23
  1. Intel's CEO, Pat Gelsinger, set a tough goal to create five new technology nodes in just four years, and they achieved this faster than expected.
  2. They recently announced new processors called Intel Core Ultra and Intel Xeon, with more technology options coming next year.
  3. Intel is also planning to enter the GPU market and has exciting upgrades on the horizon with their Gaudi AI accelerator, which will have improved performance features.
Liberty’s Highlights 452 implied HN points 18 Oct 23
  1. It's liberating to realize that most fields are understandable to an interested outsider, focusing on big ideas.
  2. Exploring new fields and combining knowledge from different areas can lead to rich and interesting discoveries.
  3. Taking calculated risks and thorough preparation can lead to successful outcomes in business decisions, like pushing all the chips in.
Moly’s Substack 176 implied HN points 03 Jul 23
  1. Chinese social media platforms like Weibo have algorithm-driven feeds similar to Instagram and Twitter, featuring both content from followed accounts and recommended posts.
  2. Chinese perspectives on Taiwan show ambivalence, with a desire for reunification out of spite rather than genuine care for Taiwan.
  3. Duck Blood Soup from Huiweizan is a highly popular and beloved instant noodle brand in China, known for its generous portions of duck blood and organ bits.
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The Chip Letter 95 HN points 21 Feb 24
  1. Intel's first neural network chip, the 80170, achieved the theoretical intelligence level of a cockroach, showcasing a significant breakthrough in processing power.
  2. The Intel 80170 was an analog neural processor introduced in 1989, making it one of the first successful commercial neural network chips.
  3. Neural networks like the 80170 aren't programmed but trained like a dog, opening up unique applications for analyzing patterns and making predictions.
Artificial Ignorance 67 implied HN points 21 Feb 24
  1. Adding 10x capacity to a system unlocks new capabilities and prevents breaking, leading to fundamental changes.
  2. Gemini 1.5's 10x larger context window enables tasks like analyzing entire codebases, filtering massive datasets, and potentially building AI with better memory.
  3. Groq's custom AI chips achieve lightning-fast token generation, paving the way for real-time AI conversations, enhanced data handling, and possible use in finance, medicine, and robotics.
Sector 6 | The Newsletter of AIM 39 implied HN points 11 Dec 23
  1. Intel is planning a big event where they might announce new AI products to compete with NVIDIA and AMD. This shows how competitive the tech industry has become.
  2. One exciting product expected is the Gaudi3 AI accelerator chip, which will be much faster and better than the previous version. It promises improved performance with higher compute power and memory capacity.
  3. Looking ahead, Intel has plans for even more advanced chips, combining their AI technology with GPU power. This hints at more innovations coming in the future.
Navigating AI Risks 39 implied HN points 04 Jul 23
  1. Export controls on semiconductors are evolving due to the blurred distinction between 'weapon' and 'non-weapon' technologies, impacting US-China relations.
  2. Concerns about monopolistic practices in the AI industry are rising due to the consolidation of well-funded firms and competition strategies.
  3. Compute governance, focusing on data, computing power, and algorithms, is crucial for governing powerful AI systems and ensuring safety in international cooperation.
aidaily 39 implied HN points 05 Jun 23
  1. AI is writing code, making developers' lives easier but can lead to complexity and technical debt
  2. Lawyers are asked to double-check AI-written legal work to avoid fake cases and inaccuracies
  3. AI is revolutionizing industries like healthcare and gaming, with NVIDIA making strides in AI technology
Sector 6 | The Newsletter of AIM 19 implied HN points 11 Aug 23
  1. Big Tech companies are finding clever ways to use internet data for their AI projects, even with new copyright laws in place.
  2. Semiconductor companies are developing chips specifically for the Chinese market that almost meet US rules, showing a creative approach to regulations.
  3. Generative AI tools like GoogleBot and GPTBot are accessing online content unless website owners clearly say no, which raises questions about data usage.

#35

The Nibble 7 implied HN points 26 Nov 23
  1. Facebook expressed involved in their AI chips business.
  2. OpenAI released ChatGPT with voice available for all free users.
  3. Bill Gates suggests AI advancement may lead to a 3-day work week.
Why You Should Join 4 implied HN points 05 Feb 24
  1. Demand for AI hardware is high due to the popularity of transformer models and the shortage of chips capable of efficiently running them.
  2. Etched is developing a specialized chip, Sohu, optimized for fast and efficient transformer inference, outperforming general-purpose AI chips.
  3. Etched has a strong technical team and rigorous verification process in place to ensure the success of their unique chip design for the transformer-heavy AI landscape.
Tippets by Taps 2 implied HN points 18 Feb 24
  1. AI advancements continue to impress, like OpenAI's Sora being able to generate videos from text.
  2. Big players like Masayoshi Son are looking to invest billions in AI chip ventures.
  3. The decline in social interactions and rise in loneliness in America can be linked to a shift towards face-to-screen tech over face-to-face interactions.
Sector 6 | The Newsletter of AIM 0 implied HN points 31 Oct 23
  1. Apple has launched three new chips: M3, M3 Pro, and M3 Max. These chips can handle very large AI models thanks to their ability to support lots of memory.
  2. The new chips have a faster neural engine, making machine learning tasks quicker and better at protecting user privacy.
  3. These M3 chips are significantly faster, with improvements of 15% over the previous M2 chips and up to 60% faster than the older M1 chips.
Joshua Gans' Newsletter 0 implied HN points 06 Mar 24
  1. Massive investments are going into AI for developing foundational models like GPT-4 and beyond, with accelerating costs speculated to reach mind-boggling amounts.
  2. Considering basic investment principles, it may be wise to invest in AI when costs are low, demand is known, and there is potential for repurposing resources like chips to maximize value.
  3. There are concerns about the economic justification and practical utility of rapidly escalating AI investments, suggesting a need for a more measured and thoughtful approach.
Sector 6 | The Newsletter of AIM 0 implied HN points 27 Mar 23
  1. NVIDIA is competing strongly with Intel in the chip market, focusing on AI computing. This competition has led to innovations specifically designed to meet the growing needs of artificial intelligence.
  2. The new NVIDIA chips, like the H100 NVL and L4, are tailored for specialized tasks such as video decoding and AI-generated content. Each model has its unique functions to enhance different types of AI applications.
  3. As AI technology advances, companies are racing to provide better hardware solutions, and NVIDIA's aggressive moves might set it apart from the competition. This could change how we use AI in everyday tasks.