Explores the design, manufacturing, and innovation in hardware specifically for artificial intelligence, including LLM chips, GPUs, TPUs, and the broader semiconductor industry.
Demand outstrips supply
Achieving both latency and throughput
Memory is critical
Chips piling up, no power!
Solving every puzzle piece
US power: Not enough for AI?
LLM market is different
TPUs vs. Nvidia GPUs
Fabs' massive risk
Peak performance is crazy