The Chip Letter

Nvidia's Groq Plot Thickens

Jonathan Ross 'Builds Fast'

Mar 4 • Babbage

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February 2026

The Origins and Limitations of AMD's Historic Revival

Hector Ruiz almost oversaw AMD's end in the 2000s but the risks paid off - eventually!

Feb 12 • Babbage

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January 2026

Intel's Larabee Legacy

Intel's long series of unforced errors on graphics and vector instructions

Jan 24 • Babbage

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Qualcomm's Ventana RISC-V Acquisition

Qualcomm has won one architecture battle but is still engaged in another CPU contest

Jan 13 • Babbage

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December 2025

Jensen Groks Groq

On Nvidia's fascinating 'acqui-something' of AI chip startup Groq

Dec 31, 2025 • Babbage

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TPU Mania

Is GPU vs TPU the CISC vs RISC contest of the modern era?

Dec 13, 2025 • Babbage

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November 2025

Qualcomm's Hexagon AI Accelerators

Can Qualcomm’s smartphone NPUs give it an edge in AI datacenters?

Nov 6, 2025 • Babbage

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October 2025

Nexperia's Long History, Tangled Present and Uncertain Future

Low tech can be geopolitically significant too

Oct 18, 2025 • Babbage

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Obsolescence

How long will your chips last for? A complicated multi-trillion dollar question.

Oct 15, 2025 • Babbage

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September 2025

Arm's Chief Architect on the History of the Arm Architecture

Richard Grisenthwaite talks decades of Arm history

Sep 20, 2025 • Babbage

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The PC was never a true 'IBMer'

Why IBM lost the PC market

Sep 13, 2025 • Babbage

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How Big was IBM?

Big Blue was big but how does it compare to today's tech giants?

Sep 9, 2025 • Babbage

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