This Newsletter was built to solve the pain point of getting the latest news on A.I. chips, semiconductors, datacenter innovation and chip news.
It is a bit of a passion project as I cover and learn more about emerging tech. I am interesting in particular in:
The bleeding edge of A.I. chips
How venture capital hopes to solve the supply-demand issues around Generative AI GPUs and specialized hardware
The Venture projects of Sam Altman and Maysonashi Son
How Nvidia might scale
Semiconductor stocks and related stocks to the global supply chain
China’s pivot to self-sufficiency after U.S. bans on A.I. chips
This Newsletter was inspired by the analysts in Taiwan, Dan. (Though I do not know Dan personally).
The frequency may only be once after week or two, I am not sure.
