Tag: interesting

Apr 14, 2026

• systolic-arrays
• ai-hardware
• chip-design
• reference
• the
• systolic
• mono-sized
• decode
• managed
• structured
• interesting

Apr 14, 2026

• ai-hardware
• chip-design
• tensor-cores
• historical
• how
• tiling
• why
• the
• connection
• interesting

Apr 12, 2026

• nvidia
• blackwell
• b200
• systolic-arrays
• inference
• gpu-architecture
• peak-flops
• the
• where
• 5th
• power
• stress-testing
• decode
• NVL72
• what
• project
• interesting

Apr 11, 2026

• ai-hardware
• energy-efficiency
• memory-wall
• number-formats
• analog-compute
• parallelism
• research
• part
• the
• industry
• MXFP
• BitNet
• analog
• horowitz
• HBM
• architecture
• how
• key
• interesting

Apr 11, 2026

• cuda
• thunder-kittens
• gpu-programming
• tensor-cores
• kernel-optimization
• h100
• 4090
• GPU
• SM
• memory
• key
• tensor
• sync_warp
• sync_threads
• async
• pipeline
• bank
• thunder
• design
• types
• operations
• Producer-Consumer
• deep
• practical
• interesting

Apr 05, 2026

• semiconductors
• ai-infra
• nvidia
• tsmc
• research
• analyst-note
• executive
• technical
• the
• CoWoS-L
• supply
• CoWoS
• HBM3e
• bill
• financial
• bull
• bear
• key
• sources
• interesting

Apr 05, 2026

• semiconductors
• foundry
• tsmc
• gaa
• research
• analyst-note
• executive
• technical
• FinFET
• N2
• the
• yield
• supply
• TSMC
• customer
• financial
• who
• bull
• bear
• key
• interesting

Apr 05, 2026

• apple
• ai-infra
• edge-ai
• semiconductors
• research
• analyst-note
• executive
• technical
• the
• silicon
• supply
• data
• financial
• PCC
• bull
• bear
• key
• sources
• interesting

Dec 15, 2025

• ai-hardware
• tpu
• systolic-arrays
• verilog
• fpga
• chip-design
• why
• post-moore/dennard
• CPU
• what
• the
• systolic
• staggered
• accumulator
• control
• interesting