Stratechery

Jensen Huang and Andy Grove, Groq LPUs and Vera CPUs, Hotel California

Mar 18, 2026

GTC 2026 marked an important inflection point for Nvidia, as the company is selling multiple architectures, instead of focusing on just one GPU. The motivation is serve all needs and keep all customers.

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Pi plis episòdi

OpenAI Buys TBPN, Tech and the Token Tsunami
Apr 06, 2026
2026.14: Apple, Acceleration, and AI
Apr 03, 2026
An Interview with Asymco’s Horace Dediu About Apple at 50
Apr 02, 2026
Axios Supply Chain Attack, Claude Code Code Leaked, AI and Security
Apr 01, 2026
Apple’s 50 Years of Integration
Mar 31, 2026
Spring Break
Mar 30, 2026
2026.13: So Long to Sora
Mar 27, 2026
An Interview with Arm CEO Rene Haas About Selling Chips
Mar 26, 2026
Arm Launches Own CPU, Arm’s Motivation, Constraints and Systems
Mar 25, 2026
2026.12: Please Listen to My Podcast
Mar 20, 2026