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Aug 11
19m 42s

Mon. 08/11 – Nvidia To Pay The Governmen...

Morning Brew
About this episode
Nvidia and AMD are paying the US government 15% of revenue to sell AI chips to China. Remember how with GPT-5, they took away the old models? Well, the old models are back. Some critical analysis of the whole GPT-5 moment. And you know what is finally never coming back? AOL dialup internet. Links: Nvidia and AMD to pay 15% of China chip sale revenues t ... Show More
Up next
Today
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19m 39s
Yesterday
Intel Punches Back
Intel tries to punch its way back to relevancy with the release of Panther Lake, the first chip built on its 18A process. Is Cursor so successful it’s about to rocket to a $30 billion valuation? Big raise for a US Deep Seek competitor? And are we starting to get the first models ... Show More
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