Episode SummaryAustin and Vik break down NVIDIA’s CES 2026 keynote, focusing on Vera Rubin, DGX Spark and DGX Station, uneducated investor panic, and physical AI.Key TakeawaysDGX Spark brings server-class...

Austin and Vik discuss key insights from the IEDM conference. They explore the significance of IEDM for engineers and investors, the networking opportunities it offers, and the latest innovations in silicon photonics, complementary ...

Key TopicsWhat Nvidia actually bought from Groq and why it is not a traditional acquisitionWhy the deal triggered claims that GPUs and HBM are obsoleteArchitectural trade-offs between GPUs, TPUs, XPUs, and L...