Longbridge Dolphin Research·Oct 12Cerebras: Wafer-scale ‘monster’ chip — can it challenge NVDA?GPUs Idle 99.5% of the Time; Cerebras Removes the Wall
D RAHUL PRASANTH·Sep 2The Great Memory Race: Understanding Flash AttentionWhy is ChatGPT so fast? A simple, math-free breakdown of Flash Attention, the algorithm powering modern AI
Tai·Sep 1Samsung Maps Out HBM5 and zHBM: AI Memory Moves From Side-by-Side to 3DToday’s Three-Line Summary
Tai·Aug 25Samsung Puts a Brain in HBM, SK hynix Pushes Past 20 Layers — Semiconductor News, August 25, 2026My take: custom HBM only pencils out for the top two or three customers — but at NVIDIA and Google volumes, that may be exactly the point.
BroadNotes by 0xjacobzhao·Aug 3From Hot Storage to Cold Memory: Decentralized Storage Under the AI-Era Storage BoomAuthor: 0xjacobzhao | https://linktr.ee/0xjacobzhao
Tai·Jul 26Samsung and Broadcom Team Up on AI Chips at a $200 Billion Scale — Honestly, I Am Not Sure How to…Three-Line Summary
InAI AdvancesbyJing Hu·Jul 11Micron, how it crashes the AI party?12 mins to explain why memory is suddenly getting so much attention, which makes Nvidia seem like a term from the past?
Po-Sung (Sinclair) Huang·Jul 3The AI Capex Money Map v0.2 — America Spends. Who Actually Keeps the Margin?From $650B to HBM, CoWoS and power — mapping who gets paid, who keeps margin, and when the bottlenecks move.
