Draft. Thinking aloud. This is the beginning of a research statement, not the end of one. This morning, Nvidia committed five billion dollars to Safe Superintelligence, the company founded by Ilya Sutskever, in exchange for equity and a promise to multiply its compute tenfold within a year. SSI has, to date, shipped no product, published [ ]
Sincerely yours is back from travels to his European lair, Delft where he went to talk about analog integrated circuits, diagnostics, design, and as the Dutch say koetjes en kalfjes (a very cute way to say, small talk).In the meanwhile, the AI chip company Cerebras pronounced its dinner-plate multi-core chips a success, went public and [ ]
Field-Programmable Gate Arrays and the languages for programming (ahem, configuring them) have the reputation of being difficult to master. I still remember when I heard for the first time: at the beginning of my Ph.D. studies at TU Delft, a new friend of mine, visiting the computer engineering department, came home and told me he [ ]
It is Friday, and the Mecca of AI is bracing for the soap opera of the year: the Musk vs. Altman et al. trial. One can only hope that the lawyers won t use again the bespoke AI tools to generate the legal arguments hallucinations that embarrassed Wall Street. Today s journey back in time is going [ ]
The Balkanization of AI is happening: Google fights OpenAI fights Microsoft fights Meta, while I am pondering on how early I should go to Oakland s court to get free entertainment from seeing the Musk vs Altman trial. Why this is going to entertain me is probably analogized by the shrinks with the phenomenon of why [ ]
Bitcoin miners are liquidating their holdings to pivot into AI hosting. The machines that wasted electricity producing imaginary money will now waste it producing imaginary intelligence. Anthropic has secured 3.5 gigawatts of compute — the consumption of three and a half million households — to serve language models. GCC compiles the entire Linux kernel in [ ]
It is Friday. KPMG, the consultancy behemoth that delivers business Venn diagrams for outrageous prices, informs us that 70 percent of UK business leaders will keep spending on AI even when they can t prove it does anything — the consultancy helpfully suggests we stop calling it investment and start calling it a strategic enabler for [ ]
Amazon s weekly operations meeting in March reportedly focused on a “trend of incidents” characterised by “high blast radius” and “Gen-AI assisted changes.” The Financial Times, which saw the briefing note, reported that AI-generated code had been implicated in a series of outages — including one that took down Amazon’s entire e-commerce website for several hours. [ ]
Cadence recently unveiled ChipStack AI, which El Reg memorably described as vibe coding for chips. The idea is that an LLM agent will design your next processor for you, provided you don t mind the occasional hallucinated transistor. One Reg commenter recalled Jensen Huang s declaration that nobody needs to learn programming anymore, and suggested he try [ ]
It is Friday. El Reg informs us that 45 percent of AI-generated code now ships with security flaws, that vibe-coded apps are leaking student data to unauthenticated attackers, and that rogue AI agents have learned to escalate privileges and exfiltrate secrets without being asked. In this climate of automated incompetence, I thought it might be [ ]