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A demonstration setup shows a laptop running speech recognition software by Applied Brain Research, a microchip image on screen, an electronic testing device, and a connected circuit board labeled “TSP1 In Action: Full Vocab ASR @ 35mW.”.

Applied Brain Research shows first dedicated state space model silicon

November 6, 2025 Gavin Bonshor 0

Applied Brain Research has demonstrated what it describes as the first dedicated silicon designed around state space models, rather than treating them as a sidecar […]

A digital illustration with a red grid background shows the Tesla logo on the left and a stylized Tesla AI5 FSD computer chip on the right, with glowing lines symbolizing its 2000+ TOPS performance connecting to the chip’s edges.

Tesla’s AI5 FSD computer: 2,000+ TOPS, dual-sourced in the US, and a pivot away from Dojo

November 3, 2025 Gavin Bonshor 0

Tesla’s next-generation Full Self-Driving (FSD) computer, internally dubbed AI5 or HW5, is being framed as a step-change in in-car AI compute: 2,000–2,500 TOPS for low-precision […]

Abstract green background with thin, overlapping, light green lines forming random angular shapes, reminiscent of the dynamic performance of Google Cloud’s NVIDIA GPU-powered G4 VMs. The image features a dark-to-light gradient from top to bottom.

Google Cloud expands NVIDIA GPU lineup with G4 VMs (RTX 6000 Blackwell)Google Cloud expands NVIDIA GPU lineup with G4 VMs (RTX 6000 Blackwell)

October 20, 2025 Gavin Bonshor 0

Google Cloud has taken its next step on GPU breadth with new G4 VMs powered by NVIDIA RTX 6000 Blackwell. The pitch: accessible, scalable GPUs for […]

The logo of TSMC features the acronym tsmc in bold red lowercase letters above a stylized black and white grid resembling a semiconductor wafer, highlighting its vital role in the AI supply chain, with a red horizontal line underneath.

TSMC’s earnings tell you more about AI supply than any keynote

October 16, 2025 Gavin Bonshor 0

TSMC’s Q3 call reads like a weather report for the entire silicon economy. The takeaway: the foundry expects a mid-40%+ AI revenue CAGR through 2029, […]

A digital illustration showing three vertical server racks on the left, connected by blue lines and dots to a layered neural network diagram on the right, symbolizing data processing and machine learning with a focus on R1 model training cost.

DeepSeek says its R1 model cost just $294,000 to train — here’s what that really means

September 18, 2025 Gavin Bonshor 0

DeepSeek says its R1 model cost just $294,000 to train — here’s what that really means A peer-reviewed study puts the headline training bill for […]

OpenAI wants Chips Act tax breaks to cover AI data centers and grid hardwareOpenAI wants Chips Act tax breaks to cover AI data centers and grid hardwareNovember 7, 2025Gavin Bonshor
Trump’s AI team rules out OpenAI bailout – what that really means for the industryTrump’s AI team rules out OpenAI bailout – what that really means for the industryNovember 6, 2025Gavin Bonshor
Elon Musk, Tesla compensation, and xAI: how aligned are the incentives?Elon Musk, Tesla compensation, and xAI: how aligned are the incentives?November 5, 2025Gavin Bonshor
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