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11 diapositives29:44EN
硅谷101· 27 oct. 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
1:40EN
Matthew Berman· 30 juil. 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 et déploiementSemiconductorsAI Strategy
2 diapositives1:38EN
Matthew Berman· 29 déc. 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 diapositives1:20:57EN
Jane Street· 23 déc. 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 diapositives22:48EN
Matthew Berman· 25 nov. 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 et déploiement+2
Diapositives0:55EN
Matthew Berman· 23 janv. 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 diapositives23:29EN
Matthew Berman· 19 oct. 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
26:02EN
Lex Fridman· 9 févr. 2020PodcastMoore’s Law Is Not Dead—It Is a Cascade of S-CurvesAnime : Lex FridmanJim Keller explains why transistor scaling keeps outrunning its obituary, and how exponential hardware changes the mathematics AI can attempt.Infrastructure et déploiementSemiconductorsScaling Laws+3
1:30:18EN
Lex FridmanPodcastNight Markets and Chip Foundries: A Week in Taiwan with Jensen HuangAnime : 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.Entreprise et stratégieInfrastructure et déploiementSemiconductors+3