In this episode, Vik and Wayne Nelms discuss the emerging financial exchange for GPU compute, exploring its implications for the AI infrastructure market. They discuss the value of compute, pricing dynamics, hedging strategies, and the future o...

Vik and Val Bercovici discuss the evolution of storage solutions in the context of AI, focusing on Weka's innovative approaches to context memory, high bandwidth flash, and the importance of optimizing GPU usage. Val shares insights fro...

Austin and Vik discuss the emerging trend of AI agents, particularly focusing on Claude Code and OpenClaw, and the resulting hardware implications.Key Takeaways:2026 is expected to be a pivotal year for AI agents.

Maia 100 was a pre-GPT accelerator.Maia 200 is explicitly post-GPT for large multimodal inference.Saurabh Dighe says if Microsoft were chasing peak performance or trying to span training and inference, Maia would look very different...

OpenAI's partnership with Cerebras and Nvidia's announcement of context memory storage raises a fundamental question: as agentic AI demands long sessions with massive context windows, can SRAM-based accelerators designed before the LLM era keep...