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Nuclear Zeitgeist Part 1: A Reactor Primer
AI takes a lot of power. Why did we stop it again? Today's deeper dive on Nuclear power and why I think it will power AI in the future.
 • 
Doug O'Laughlin
7
The Cerebras IPO Stucture Sucks
Nothing about the technical understanding of Cerebras, just the structure of the IPO.
 • 
Doug O'Laughlin
4
Micron and WFE
The uncertainty of the good, versus the knowable bad. WFE is going to be fine folks.
 • 
Doug O'Laughlin
2
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The Data Center is the New Compute Unit: Nvidia's Vision for System-Level Scaling
 • Doug O'Laughlin
11
AI Industry Structure and Business Model: What Inning is It?
 • Doug O'Laughlin
3
Semiconductor Outlook 2024: AI's Adolescence
 • Doug O'Laughlin
5
AMD's MI300 Disappointment, Hyperscalers Capex, and FPGAs
 • Doug O'Laughlin
2
The Tech Monopolies Go Vertical
 • Doug O'Laughlin
12
Why HBM is the Hottest Thing in Memory
 • Doug O'Laughlin
16
Lattice Semiconductor
Ford Tamer is back in the saddle! What does his compensation say about his plans?
 • 
Doug OLaughlin
ChatGPT o1 (Strawberry) and Memory
This is going to be a two part piece. I'm going to do a long bit on memory, and a brief bit on strawberry.
 • 
Doug OLaughlin
2
Hotchips Conference Sparknotes
Didn't attend Hotchips? Here's everything you need to know.
 • 
Doug OLaughlin
4
Earnings Preview (Nvidia and Marvell)
Marvell and Nvidia previews. Watch out for Nvidia margins!
 • 
Doug OLaughlin
16
Intel Missed the Party, while AMD's ZT Systems is the Bet to Stay in the Game
A conversation about Intel and AMD and missing platform shifts.
 • 
Doug OLaughlin
6
Earnings: ALGM, LRCX, TOLEY, NVMI, ONTO
plus a lot of smaller blurbs this earnings season.
 • 
Doug OLaughlin
Earnings: ON, LSCC, RMBS, AMKR, ANET, AMD
Lightning round for earnings.
 • 
Doug OLaughlin
5
Fabricated Knowledge
Fabricated Knowledge
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