Tag: chips
6 notes
- 🌱 Agentic vs Human Inference - Workload Profile Differences
- 🌱 CPU Bottleneck - The Hidden Constraint on AI Scaling
- 🌱 AI Memory Crowding - HBM Eats Consumer Device Budgets
- 🌱 EUV Lithography as the Binding Constraint on AI Scaling
- 🌲 CUDA Programmability Moat - Why Flexibility Beats Optimization
- 🌲 AI Stack Value Accrual - Chip, Infra, Intelligence, App