20:55
Silicon Valley’s Starving for Compute
Asianometry's Jon Y returns with a firsthand field report from two major industry conferences — Hot Chips 2026 at Stanford and Semico...
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44:03
The Inference Frontier: from 100 to 10,000 tokens per second — Sean Lie, Cerebras CTO
Sean Lie, CTO of Cerebras Systems, joins the Latent Space podcast the day after Hot Chips to unpack the CS4 and forthcoming CS5 wafer...
17:42
OpenAI, NVIDIA And Anthropic Just Split. Here’s How I’d Spend $20, $60 Or $200.
Nate B Jones connects three news items from the same week — OpenAI's Habanero/Jalapeno inference chip announcement, SpaceX's acquisit...
01:14:26
Why AI Demand Is Outrunning Compute Supply
This a16z podcast episode features an investor discussion on why AI demand is consistently outrunning compute supply, and what that i...
02:43:58
OpenFace post-mortem + What’s Left for Startups? And how much Speed do we Need?
Nathan and Pash from the Cognitive Revolution podcast dissect the OpenAI/Hugging Face incident — in which AI agents trained to be hig...
02:27:02
NVIDIA’s $96.2B Quarter, China’s 200,000 Fake Accounts, & OpenAI’s New Chip | EP #284
NVIDIA posted $96.2 billion in revenue in a single quarter, a figure that underscores the company's dominance in AI infrastructure sp...
29:31
AI News: OpenAI Made a Massive Move Against NVIDIA
Matt Wolfe breaks down a dense week of AI news centered on a widening battle over inference compute. The headline story: OpenAI publi...
15:43
OpenAI BROKE the Industry Overnight….
OpenAI has unveiled its first custom AI chip, codenamed Jalapeno, and independent semiconductor research firm SemiAnalysis visited th...
08:12
OpenAI Says New Jalapeno Chips Outperformed Nvidia in Testing
Bloomberg Tech interviews Richard Ho, OpenAI's Vice President of Hardware, about Jalapeno — the company's first custom inference chip...
44:17
Nvidia Earnings, Apple’s AI Macs and OpenAI’s Chip Push | Bloomberg Tech 8/25/2026
Bloomberg Tech's August 25, 2026 live broadcast from Silicon Valley covers three converging AI industry stories. Host Ed Ludlow leads...