BWR 12: The Memory Episode
Joe and Bob welcome noted memory analyst Jim Handy and MEXT CEO Gary Smerdon to the show to talk about the memory crisis and MEXT's DRAM-conserving technology.
Other contents
Physical Design Trends for AI Accelerators in 2026
BWR 12: The Memory Episode
Google TPUv8: Early Specs and Performance Gains
Hynix Infusion Helps Semidynamics Diversify into AI Chips
Codasip Pivots Away from RISC-V IP
to boldly go where no man has gone before, to seek out new fabs
Amazon Puts a Dollar Figure to Its AI Chip Business
Buttering No Parsnips: Google Says Nice Things About Intel's Chips
Repost: How is the Memory Crisis Reshaping the AI and Server Worlds? 🧠💻
Google TPU Could Sell as Well as Nvidia Rubin