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Chip Chatter

A newsletter exploring how developments in chip manufacturing impact the AI race

chipchatter.substack.comSource feed ↗4 episodes

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Read 11 days ago and current, but nothing has been published for 23 months.

Latest episodes

My takes on Dwarkesh's chip questions

If you like a podcast enough you can just invite yourself!

The real bottleneck in GPU manufacturing

H100s make up less than 5% of TSMC's fabrication capacity, so what is it?

How do Google's AI chips stack up against Nvidia's?

Nvidia's market share is safe, but it is closer than you think!

Coming soon

This is Chip Chatter.