Hot Chips 2026 Preview: 3D-DRAM, Rubin, TPUv8, and OpenAI’s Chip

Plus MAIA 200, NVIDIA’s LPU, Rubin & Vera, the memory roadmap, HBF, and the rest of what I’m attending

24 hrs ago • Subbu

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Understanding Texas Instruments: 271% cash flow surge, $60B fab build-out, and is it worth the price?

A first-principles look at the analog giant. What TI makes, how it makes money, and what you're paying for it.

Aug 2 • Subbu

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July 2026

Qualcomm's AI Roadmap: The Bull and Bear Case

Why the Modular acquisition matters, how Qualcomm read the market, and whether it can ship before the bus leaves

Jul 20 • Subbu

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Qualcomm High Bandwidth Compute (HBC): More Questions Than Answers

Who's making the memory stack? How good is the compute die? Will it really ship mid-2027?

Jul 10 • Subbu

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Inside Attention-FFN disaggregation: What Groq LP40 will look like

How AFD works, from ByteDance's MegaScale-Infer paper to NVIDIA's Groq LPUs, and why the LP40 roadmap makes the acquisition hard to explain.

Jul 6 • Subbu

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June 2026

The Psychology of Hype Cycles

A priest and the dot-com bubble, FOMO and the rational mind, Why we do this every time

Jun 14 • Subbu

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May 2026

DRAM was the worst business in chips, now Micron is worth $1 trillion: 6 cycles of boom and bust and what could come next

How the cycle that built and buried memory companies broke, and the mistake Micron can't afford to repeat

May 31 • Subbu

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The Uncomfortable Truth Behind Deploying the Latest NVIDIA GPUs: MFU, Silent Data Corruption, and the Real Moat for CSPs and Hyperscalers

Lessons from DeepSeek, ByteDance, Meta, Google and the long deployment gap between a Jensen keynote and production reality

May 10 • Subbu

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March 2026

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

Disaggregated speculative decoding, why the new class of accelerators are a better fit than GPUs, how 3D DRAM will put pressure on HBM based GPUs

Mar 14 • Subbu

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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

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February 2026

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

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

Feb 6 • Subbu

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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

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