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DeepSeek Cuts AI Inference Latency 85% With New DSpark Framework @austinsemis @vikramskr

ShunSin Confirms TSMC COUPE Optical Packaging Partnership @austinsemis @vikramskr

New episode: Austin and Vik break down Qualcomm's Investor Day - HBC, Alphawave, Modular, more • 2/3 of revenue from data center, auto, and IoT by 2029, not handsets • HBC stacks LPDDR on the logic die, not beside it: 2,000 lanes become 100,000 • Disaggregation lets latecomers slot a decode rack beside Nvidia • Alphawave is like QCOM's Mellanox; Modular (Chris Lattner) is its CUDA • C1000 CPU wins Meta, but ships ~2 yrs into a CPU shortage Chapters: 0:00 Communications? That's just the start 4:08 Inside $QCOM investor day 9:16 Can Qualcomm build a data center business? 13:09 Disaggregated inference opens the door 17:57 High Bandwidth Compute: memory on the XPU 30:29 "No advanced packaging" just moves the problem 36:20 The roadmap, Alphawave, and Modular 46:00 The C1000 CPU and the agentic shortage 50:40 Cars as token generators, the $1T robotics bet 57:32 The memory market: MOAR Get more of Austin and Vik daily, free! Sign up: https://t.co/b1ZYC1JqGT Connect with Vik and Austin: Vik's Paid Substack: https://t.co/yLJKcE3oMe Austin's Paid Substack: https://t.co/bTnS0luOzO @austinsemis @vikramskr

Samsung, SK Hynix Pledge $880 Billion for Two New Chip Fabs @austinsemis @vikramskr