Tag: #asic
Writing on GPUs, LLMs, MLOps, Kubernetes — and mindset · 3 posts
Custom ASIC vs GPU: An Investing Perspective on the Chip War
An investing-focused analysis of the rise of cloud providers in-house chips (custom ASICs) and the shifting inference market. We weigh Nvidia moat and the challenges to it, map the value-chain beneficiaries, and lay out
2026-06-18 · 22 min read #asic#gpu#semiconductor#investing#nvidiaGPU vs TPU vs ASIC — The 2026 Inference War
A comparison of the GPU, TPU, and ASIC competition over 2026 inference workloads. We cover Google TPU v6 Trillium and Ironwood, the fast-growing cloud in-house inference ASICs, the throughput/latency/cost/power trade-off
2026-06-16 · 23 min read #gpu#tpu#asic#inference#ai-hardwareSemiconductor Deep Dive -- Complete Guide to CPU, GPU, RAM, ASIC, and CUDA Architecture
How does a CPU execute instructions, how does RAM store data, and why are GPU/CUDA essential for AI? A deep dive from semiconductor fundamentals to ASIC custom chips.
2026-04-10 · 22 min read #ai#semiconductor#cpu#gpu#cuda