The name is the button.

An agent writes the code now, and a human thumb hovers over Accept all a hundred times a day. The honest question of this decade is what, exactly, you just accepted. So I read the diff.

Eight years as a backend engineer in Stockholm, back in Tokyo since 2023, and I still ship something small most nights, usually badly. My one rule: the only real review of a model is the thing you built with it. That is why there is no leaderboard on this site.

Around a hundred and forty sources come through — the labs' own posts, the papers, the tools, the runtimes and languages nobody is watching yet, the chip under the demo, and the newsletters people actually forward. What is moving gets counted so the week reads at a glance, and every few days I explain one mechanism in plain words.

A story here is a headline, a short excerpt, one image and the link to whoever wrote it. We never reproduce the post; the images belong to their authors. A post written in Japanese appears in Japanese, exactly as it was published, and the link goes to the original.

— Yuki Halvorsen, Tokyo

← Accept All Archive

The InformationValley

Applied And Lam Are Overlooked Chip Equipment Stocks

October 13

The AI chip sector has been picked clean of bargains, as stocks of chip designers, chip manufacturers and chip manufacturing equipment makers have all soared in the past year.

Chips & compute

Read at The Information ↗

One letter a week, starting soon.

Latest

Applied And Lam Are Overlooked Chip Equipment Stocks

Related

SiliconNew USFP Pluggable Optics Form Factor for Higher Speeds from Cisco and NVIDIA ServeTheHome

AsiaHuawei, once hobbled by US sanctions, passes 100 million Kirin chip milestone SCMP Tech

ValleyXMEMS starts mass-producing chips that cool AI glasses, smartphones and data centers SiliconANGLE

SiliconNvidia doubles DLSS 5 performance, reduces 4K VRAM usage by 20% with latest model Tom's Hardware

SiliconNVIDIA DLSS 5 Gets 2x Performance Boost with 20% Less VRAM Usage TechPowerUp

SiliconAll Systems Go: Global PC App Ecosystem Ready for NVIDIA RTX Spark NVIDIA Blog