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2 diapositives1:38EN
MBMatthew 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
JSJane 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
MBMatthew 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
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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
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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