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News


tspasemiconductor.substack.com > p > from-one-gpu-to-an-ai-factory-deep

From One GPU to an AI Factory: Deep Dive into NVIDIA’s Six Hot Chips 2026 Presentations

6+ day, 10+ hour ago   (433+ words) If NVIDIA’s message at Hot Chips 2026 had to be summarized in one sentence, it would be this: the next phase of competition is no longer about who has the fastest GPU. It is about who can combine compute, memory, networking,…...


tspasemiconductor.substack.com > p > diamond-rapids-is-not-just-a-256

Diamond Rapids Is Not Just a 256-Core CPU — Intel Is Turning Xeon Into a Chiplet System

2+ week, 5+ day ago   (183+ words) Intel’s Diamond Rapids presentation at Hot Chips 2026 looks, at first glance, like another server-CPU specification update. Up to 256 performance cores 1.28GB of last-level cache. Up to 1.6TB/s of memory bandwidth. 128 lanes of high-speed I/O. Intel 18A-P compute silicon. Those numbers matter,…...


tspasemiconductor.substack.com > p > amds-ai-architecture-evolution-from

AMD’s AI Architecture Evolution: From EPYC and Instinct to Helios and Heterogeneous Integration

3+ week, 13+ hour ago   (140+ words) We will share the following topics 1. Custom ASICs: Extending AMD Beyond General-Purpose CPUs and GPUs 2. EPYC’s Core Advantage Is Shifting from Core Count to Chiplet Architecture 3. Memory and I/O Are Becoming the Next EPYC Bottlenecks 4. CPU and GPU Architectures…...


tspasemiconductor.substack.com > p > amd-is-no-longer-just-a-chip-company

AMD Is No Longer Just a Chip Company: How Its Full-Stack AI Strategy Is Taking Shape

3+ week, 2+ day ago   (473+ words) For most of its history, AMD was viewed primarily as a challenger in the CPU and GPU markets. Its competitive identity was built around offering an alternative to Intel in processors and an alternative to NVIDIA in graphics. That description…...