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Back to the Future with Gordon Moore
An antidote to DeepSeek induced worry!
Jan 28
•
Babbage
20
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Back to the Future with Gordon Moore
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5
Qualcomm’s RISC Pays Off; Arm’s Dogs Don’t Bark
The verdict(s) in the Qualcomm vs Arm trial are in
Jan 15
•
Babbage
19
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Qualcomm’s RISC Pays Off; Arm’s Dogs Don’t Bark
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3
The Engine
Jonathan Swift (sort of) predicts Large Language Models in 1726
Jan 5
•
Babbage
38
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The Engine
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4
December 2024
The Nvidia Way
Tae Kim's terrific new book on the story of Nvidia and Jensen Huang
Dec 23, 2024
•
Babbage
40
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The Nvidia Way
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12
Innovation, Customers and Scale: A Positive Vision for Intel's (Foundry) Future
But more change is needed if this vision is to be realised
Dec 2, 2024
•
Babbage
22
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Innovation, Customers and Scale: A Positive Vision for Intel's (Foundry) Future
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November 2024
Qualcomm RISCs, Arm Pulls: The Legal Battle for the Future of Client Computing
What happens when a gladiator takes on the “Warren Buffett of Japan”?
Nov 16, 2024
•
Babbage
46
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Qualcomm RISCs, Arm Pulls: The Legal Battle for the Future of Client Computing
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2
October 2024
Wafer Scale - Trilogy Systems: Part 2
The demise and afterlife of the first Wafer Scale startup.
Oct 27, 2024
•
Babbage
19
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Wafer Scale - Trilogy Systems: Part 2
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2
Dylan and Jon on the Dwarkesh Podcast
Set two hours aside and listen to a great conversation. Plus some more recommendations for reading and viewing.
Oct 16, 2024
•
Babbage
19
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Dylan and Jon on the Dwarkesh Podcast
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1
Wafer Scale - Trilogy Systems: Part 1
Cerebras isn't the first to try to use 'wafer-scale' to break into a lucrative market.
Oct 10, 2024
•
Babbage
42
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Wafer Scale - Trilogy Systems: Part 1
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September 2024
Intel's Transformation 2.0
Gelsinger, Grove and communicating change
Sep 24, 2024
•
Babbage
47
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Intel's Transformation 2.0
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Tock, Tock, Tock, Zen
Clean sheet vs evolutionary processor designs
Sep 13, 2024
•
Babbage
10
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Tock, Tock, Tock, Zen
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2
August 2024
How Intel Missed the iPhone: XScale Era
Challenging the conventional narrative on Intel's smartphone miss
Aug 29, 2024
•
Babbage
51
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How Intel Missed the iPhone: XScale Era
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8
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