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An interview with SemiAnalysis CEO Dylan Patel on logic, memory, and power bottlenecks in scaling AI compute, Nvidia securing TSMC N3 allocation early, and more (Dwarkesh Patel/Dwarkesh Podcast)

Dwarkesh Patel / Dwarkesh Podcast : An interview with SemiAnalysis CEO Dylan Patel on logic, memory, and power bottlenecks in scaling AI ...

8 January 2025

AMD invests $20M in drug-discovery company Absci, which will move toward greater use of AMD's GPUs; Absci has 470+ AI chips, most of which are from Nvidia (Belle Lin/Wall Street Journal)

Belle Lin / Wall Street Journal:
AMD invests $20M in drug-discovery company Absci, which will move toward greater use of AMD's GPUs; Absci has 470+ AI chips, most of which are from Nvidia  —  The $20 million deal gives the chip supplier a toehold in the life-sciences market, a strategy it plans to replicate in other industries

Posted from: this blog via Microsoft Power Automate.

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