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11 slides29:44EN
硅谷101· Oct 27, 2026Harry Wang: AI, Two-Dimensional Semiconductors, and the Future of Chip ManufacturingA semiconductor researcher explains materials, yield, AI-controlled experiments, and a proposed feedback loop between models and chips.SemiconductorsAI for science
7 slides18:57EN
Matthew Berman· Aug 29, 2026GLM-5.3-Flash: Ox Alpha Benchmarks, Costs and Coding TestsMatthew Berman · Forward FutureMatthew Berman reviews Z.ai’s open-weight model, compares benchmark costs and tries coding and presentation tasks against a competing model.Open-weight modelsBenchmarksAI cost & performance+2
3 slides0:36EN
Theo - t3․gg· Aug 28, 2026Theo on Ox Alpha, Revealed as GLM-5.3-FlashTheo Browne · Ping LabsTheo discusses the model’s price, multimodal inputs and Chinese-chip deployment in a short first impression.Foundation ModelsAI cost & performanceMultimodal AI+1
1:40EN
Matthew Berman· Jul 30, 2026Qualcomm's Edge-to-Cloud AI StrategyMatthew Berman · Forward FutureIn a sponsored short, Matthew Berman argues that AI infrastructure across devices and data centers could be an important business opportunity.Infrastructure & deploymentSemiconductorsAI Strategy
0:42EN
Matthew Berman· Jul 15, 2026DeepSeek and Zhipu Reportedly Explore Custom AI ChipsMatthew Berman · Forward FutureMatthew Berman discusses 2026 reports of Chinese model developers pursuing their own processors and the strategic appeal of controlling more of their AI infrastructure.SemiconductorsInfrastructure & deploymentGeopolitics
4 slides22:43EN
Theo - t3․gg· Jun 29, 2026Mac Prices, Unified Memory and Local AI: Theo’s Buying Trade-offsTheoTheo explains why high-memory Macs appealed for local inference and how rising component prices changed his comparison with PCs.Local inferenceInfrastructure & deploymentAI cost & performance+1
3 slides23:21EN
Theo - t3․gg· Jun 9, 2026Why the AI Compute Crunch Makes Early GPU Purchases ValuableTheoTheo traces the constraints behind AI computing, from chip fabrication and memory to storage and electricity.SemiconductorsInfrastructure & deploymentAI cost & performance+1
0:52EN
Matthew Berman· Feb 13, 2026GPT-5.3-Codex-Spark Brings Faster Coding InferenceMatthew Berman · Forward FutureMatthew Berman highlights OpenAI's smaller coding model and its use of Cerebras hardware for low-latency responses.Coding agentsInferenceSemiconductors
1:58EN
Matthew Berman· Jan 9, 2026Memory Shortages and Gaming GPU Prices: Nvidia’s Options in 2026Matthew Berman · Forward FutureMatthew Berman discusses rising memory costs and a possible revival of older graphics cards, while separating predictions from Nvidia’s actual commitments.SemiconductorsInfrastructure & deploymentAI cost & performance
2 slides1:38EN
Matthew Berman· Dec 29, 2025NVIDIA’s Groq Licensing Deal and the Inference MarketMatthew Berman · Forward FutureMatthew Berman discusses why NVIDIA licensed Groq’s inference technology and hired members of its team.SemiconductorsInferenceAI cost & performance+1
7 slides1:20:57EN
Jane Street· Dec 23, 2025Matt Godbolt: Inside Skylake’s Out-of-Order PipelineMatt GodboltA guided tour of instruction decoding, register renaming, execution and memory ordering, grounded in reverse engineering and careful measurements.SemiconductorsSoftware engineeringBenchmarks
5 slides22:48EN
Matthew Berman· Nov 25, 2025Matthew Berman on Gemini 3 and the AI Competitive LandscapeMatthew Berman · Forward FutureA November 2025 strategy scorecard weighs models, infrastructure, chips, distribution and data across major AI companies.AI StrategyFoundation ModelsInfrastructure & deployment+2
Slides15:43EN
Matthew Berman· Oct 13, 2025How AI Data Centers Work: Power, Cooling and Community TradeoffsMatthew Berman · Forward FutureMatthew Berman explains the physical infrastructure behind AI prompts, from accelerator racks and backup power to water use and local planning.EnergySemiconductorsDistributed training & inference
2 slides1:03EN
Matthew Berman· Feb 21, 2025Microsoft’s Majorana 1 Quantum Chip: What Was Claimed and What Was DemonstratedMatthew Berman · Forward FutureMatthew Berman discusses Microsoft’s 2025 Majorana 1 announcement and its possible implications for quantum computing and cryptography.Quantum MechanicsCybersecurityCryptocurrency+1
Slides16:45EN
Matthew Berman· Jan 27, 2025DeepSeek-R1 and the Debate Over AI Costs and ComputeMatthew Berman · Forward FutureMatthew Berman examines the January 2025 reaction to an open-weight reasoning model, disputed cost claims and competing views of future demand for AI chips.Foundation ModelsReasoning & test-time computeOpen Source+1
Slides0:55EN
Matthew Berman· Jan 23, 2025A Quick RTX 5090 Local AI TestMatthew Berman · Forward FutureMatthew Berman runs an 8B DeepSeek R1 distillation locally and reports the speed of one generation.Local inferenceSemiconductorsOpen-weight models
6 slides23:29EN
Matthew Berman· Oct 19, 2024AI News in October 2024: Swarm, Blackwell, Video Models and Edge AIMatthew Berman · Forward FutureMatthew Berman reviews a wide range of announcements, including OpenAI’s experimental agent framework and new models from NVIDIA and Mistral.AI agentsSemiconductorsGenerative media+2
Slides1:00EN
Matthew Berman· Sep 5, 2024An ASUS ProArt Laptop with RTX 4070 for AI WorkloadsMatthew Berman · Forward FutureMatthew Berman describes a laptop sent by NVIDIA, a local Llama demonstration and RTX software features.Local inferenceSemiconductorsComputer Vision
2 slides1:00EN
Matthew Berman· Aug 12, 2024Qualcomm’s On-Device AI DemonstrationsMatthew Berman · Forward FutureAt a Qualcomm event, Matthew Berman highlights LM Studio, an in-car interface, drones and Snapdragon-powered PCs. The video description labels the post as an ad.Local inferenceSemiconductorsAI Adoption
0:57EN
Matthew Berman· Jun 17, 2024ASM and the Equipment Behind Semiconductor ManufacturingMatthew Berman · Forward FutureIn an ASM-sponsored short, Matthew Berman highlights the machinery and people involved in making the chips used in everyday devices.SemiconductorsInfrastructure & deployment
Slides0:51EN
Matthew Berman· Feb 21, 2024A Fast Groq Inference Demo Using MixtralMatthew Berman · Forward FutureMatthew Berman demonstrates a Python code request and explains why fast model output could matter for applications.InferenceAI cost & performanceSemiconductors
26:02EN
Lex Fridman· Feb 9, 2020PodcastMoore’s Law Is Not Dead—It Is a Cascade of S-CurvesHost Lex FridmanJim Keller explains why transistor scaling keeps outrunning its obituary, and how exponential hardware changes the mathematics AI can attempt.Infrastructure & deploymentSemiconductorsScaling Laws+3
1:30:18EN
Lex FridmanPodcastNight Markets and Chip Foundries: A Week in Taiwan with Jensen HuangHost Lex FridmanLex Fridman follows NVIDIA's CEO through Computex, street food and long chats about Taiwan's tech history, export controls and how to choose business partners.Enterprise & strategyInfrastructure & deploymentSemiconductors+3