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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Matukio Zaidi

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