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.

17 hrs ago • 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 and why the new class of accelerators are a better fit than 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 of the 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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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

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October 2025

Analysis of NVIDIA DGX Spark's GB10 SoC

Architecture, methodology, and memory interface of the GB10 SoC

Oct 21, 2025 • Subbu

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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

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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

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