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Memory has grown to nearly two-thirds of AI chip component costsepoch.ai/data-insights/ai-chip-component-cost-shares
30 sats \ 0 comments \ @hn 24 May tech
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Memory Chip Giants Spark Global Semiconductor Rally Shortages Stoke Price Hikeswww.cnbc.com/2026/01/06/semiconductor-stocks-rally-led-by-asml-tsmc-samsung.html
599 sats \ 12 comments \ @Cje95 6 Jan AI Stacker_Stocks
Data centers will consume 70% of memory chips made in 2026...www.tomshardware.com/pc-components/ram/data-centers-will-consume-70-percent-of-memory-chips-made-in-2026-supply-shortfall-will-cause-the-chip-shortage-to-spread-to-other-segments
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Apple introduces M4 chipwww.apple.com/newsroom/2024/05/apple-introduces-m4-chip/
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The inflation spark that could become a deflation shock?bondvigilantes.com/blog/2026/02/the-inflation-spark-that-could-become-a-deflation-shock/
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Gwern Branwen – How an Anonymous Researcher Predicted AI's Trajectorywww.dwarkeshpatel.com/p/gwern-branwen
394 sats \ 0 comments \ @hn 14 Nov 2024 tech
🔙 Market’s ’90s flashback - Snackssherwood.news/snacks/newsletters/markets-90s-flashback/
316 sats \ 1 comment \ @BlokchainB 5 May AI charts_and_maps Stacker_Stocks
Moore’s Law: the number of transistors on computer chips doubles every two years
1671 sats \ 10 comments \ @oliverweiss 22 Mar 2024 charts_and_maps
💰 $700 billion capex isn’t enough - Snackssherwood.news/snacks/newsletters/700-billion-capex-isnt-enough/
412 sats \ 0 comments \ @BlokchainB 2 May AI charts_and_maps Stacker_Stocks
🥁 Nvidia beats again - Snackssherwood.news/snacks/newsletters/nvidia-beats-again/
350 sats \ 1 comment \ @BlokchainB 22 May AI Stacker_Sports Stacker_Stocks
Tesla and SpaceX announce $25B 'Terafab' chip factoryelectrek.co/2026/03/22/tesla-spacex-terafab-chip-factory-ai-desperation/
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The AI coding trapchrisloy.dev/post/2025/09/28/the-ai-coding-trap
309 sats \ 0 comments \ @hn 28 Sep 2025 tech
The tiny chip that powers Montreal subway ticketswww.righto.com/2024/06/montreal-mifare-ultralight-nfc.html
415 sats \ 2 comments \ @hn 23 Jun 2024 tech
Memory Safety Without Lifetime Parameterswww.open-std.org/jtc1/sc22/wg21/docs/papers/2024/p3444r0.html
206 sats \ 0 comments \ @hn 21 Oct 2024 tech
🥦 Good (fiber) optics - Snackssherwood.news/snacks/newsletters/good-fiber-optics/
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Thinking out loud about 2nd-gen emailgabrielsieben.tech/2024/05/17/thinking-out-loud-2nd-gen-email/
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Apple M5 chipwww.apple.com/newsroom/2025/10/apple-unleashes-m5-the-next-big-leap-in-ai-performance-for-apple-silicon/
355 sats \ 1 comment \ @hn 15 Oct 2025 tech
Microsoft AI Spying Scandal: Time to Rethink Privacy Standardsspectrum.ieee.org/online-privacy
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Apple's secret silicon fab next to thousands of homeswww.ashleygjovik.com/3250scott.html
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🍬 Nvidia sweet treat: A baker’s dozen of beats - Snackssherwood.news/snacks/newsletters/nvidia-sweet-treat-a-bakers-dozen-of-beats/
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Meta Used Monolithic Architecture to Ship Threads in Only Five Monthswww.infoq.com/news/2024/04/meta-threads-instagram-5-months/
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AMD's MI300X Outperforms Nvidia's H100 for LLM Inferencewww.blog.tensorwave.com/amds-mi300x-outperforms-nvidias-h100-for-llm-inference/
302 sats \ 0 comments \ @hn 13 Jun 2024 tech