Irrational Analysis

Irrational Analysis

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Hot Chips 2024: Irrational Recap
Remember this conference. Bubble gets bigger.
Sep 2, 2024 • 
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Irrational Analysis
Irrational Analysis
Hot Chips 2024: Irrational Recap
6
[GB200 NVL72] The Mainframe of Doom
ARM's incredible opportunity, at Intel's expense...
Mar 30, 2024 • 
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Irrational Analysis
Irrational Analysis
[GB200 NVL72] The Mainframe of Doom
11
[V]ery [L]ong [I]ncoherent [W]riteup
Historical context on Groq.
Feb 24, 2024 • 
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Irrational Analysis
Irrational Analysis
[V]ery [L]ong [I]ncoherent [W]riteup
11
Intel's Terrifying Future
A tale of two IDMs...
Jan 27, 2024 • 
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3

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Irrational Analysis
Irrational Analysis
Intel's Terrifying Future
5
Instruction Sets For Investors
x86 vs ARM (ISA) vs RISC-V
Oct 7, 2023 • 
Irrational Analysis
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Irrational Analysis
Irrational Analysis
Instruction Sets For Investors
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