Why speculative decoding wants two kinds of silicon: NVIDIA, Groq, d-Matrix, Gimlet Labs, NVLink Fusion

Disaggregated speculative decoding and why the new class of accelerators are a better fit than GPUs

Mar 14 • Subbu

32

7

Arista, AMD Pensando, and the Making of a Billionaire CEO

How Cisco and its culture of spin-ins led to the creation of Pensando and Silicon Valley's richest Indian-American CEO

Mar 1 • Subbu

25

9

February 2026

How Mellanox set the stage for NVIDIA’s AI dominance and signaled the Storage Supercycle

Deep dive of the MLNX+NVIDIA partnership, GPUDirect RDMA, GPUDirect Storage, Bluefield DPU, Spectrum-X, and what could be coming next

Feb 6 • Subbu

17

3

January 2026

Analysis of NVIDIA’s Bluefield-4 DPU and KV-Cache Context Memory Storage Platform (CES 2026): Architecture, Strategy, Dynamo, WEKA…

At CES 2026, NVIDIA announced the Context Memory Storage Platform, a new appliance designed to expand KV cache capacity beyond the GPU rack.

Jan 11 • Subbu

21

3

5

December 2025

A Deep Dive into NVIDIA Rubin CPX: History, Architecture, Splitwise/DistServe, Inference Economics, and Limitations

A first principles analysis of why NVIDIA decided to make this new class of accelerator

Dec 27, 2025 • Subbu

75

3

26

October 2025

Analysis of NVIDIA DGX Spark's GB10 SoC

Architecture, methodology, and memory interface of the GB10 SoC

Oct 21, 2025 • Subbu

16

2

5 different ways DRAM and Compute are integrated

Examples of how GDDR, DDR, LPDDR, HBM and 3D DRAM are integrated with compute

Oct 5, 2025 • Subbu

28

6

August 2025

Fundamental guide to understanding DRAM performance and timing parameters

How DRAM timing parameters affect HBM, LPDDR, GDDR bandwidth. How to get the most performance out of your memory.

Aug 25, 2025 • Subbu

27

3

Fundamental guide to understanding DRAM Memory

Fundamental concepts behind HBM, LPDDR, GDDR and such memories

Aug 10, 2025 • Subbu

47

5

July 2025

3 Great Examples of how ASICs and FPGAs are used as Accelerators

Fast inverse square root, blazing fast regex pattern matching, matrix arithmetic and more...

Jul 27, 2025 • Subbu

32

1

4

How to prepare and apply for hardware engineering jobs

A guide especially for new college grads and early in career engineers

Jul 14, 2025 • Subbu

15

2

April 2025

How Intel makes sure the FDIV bug never happens again

The people and breakthroughs behind Intel’s quiet revolution in formal verification

Apr 25, 2025 • Subbu

16

2