Semi Doped
The business and technology of semiconductors. Alpha for engineers and investors alike.
Semi Doped
Latest Episodes
Cerebras IPO
Cerebras IPO is the only thing to talk about this week. 🔥IPO prices at $185/share. Pops nearly 70% right after. The first wafer-scale chip company to make it public — after a 40-year curse killed every prior attempt.A water-cooler...
Gimlet's Cross-Vendor Inference Cloud
Gimlet Labs runs an inference cloud built on heterogeneous silicon. Their software traces a PyTorch workload, segments it into its component parts, and schedules each piece onto the best-suited hardware — connecting chips from different vendors...
Power as the Next Physics Wall for AI
What's common to optics and power that ruins everything in the era of AI?Resistance.The same physics that drove interconnects to optics is now driving low-voltage power delivery up to 800V. Austin Lyons (Chipstrat) and Vik Sekar (...
.png)
