Episode Summary Austin and Vik break down NVIDIA’s CES 2026 keynote, focusing on Vera Rubin, DGX Spark and DGX Station, uneducated investor panic, and physical AI. Key Takeaways DGX Spark brings server-class NVIDIA architecture to the desktop at low power, aimed at developers, enthusiasts, and enterprises experimenting locally. DGX Station functions more like a mini-AI rack on-prem: Grace Blackwell for inference and development without full racks The historical parallel is mainfram...
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Episode Summary Austin and Vik break down NVIDIA’s CES 2026 keynote, focusing on Vera Rubin, DGX Spark and DGX Station, uneducated investor panic, and physical AI. Key Takeaways DGX Spark brings server-class NVIDIA architecture to the desktop at low power, aimed at developers, enthusiasts, and enterprises experimenting locally. DGX Station functions more like a mini-AI rack on-prem: Grace Blackwell for inference and development without full racks The historical parallel is mainfram...
Austin and Vik discuss key insights from the IEDM conference. They explore the significance of IEDM for engineers and investors, the networking opportunities it offers, and the latest innovations in silicon photonics, complementary FETs, NAND flash memory, and GaN-on-silicon chiplets. Takeaways Penta-level NAND flash memory could disrupt the SSD marketGaN-on-Silicon chiplets enhance power efficiencyComplementary FETsOptical scale-up has a power problemThe future of transistors is ...
Semi Doped
Episode Summary Austin and Vik break down NVIDIA’s CES 2026 keynote, focusing on Vera Rubin, DGX Spark and DGX Station, uneducated investor panic, and physical AI. Key Takeaways DGX Spark brings server-class NVIDIA architecture to the desktop at low power, aimed at developers, enthusiasts, and enterprises experimenting locally. DGX Station functions more like a mini-AI rack on-prem: Grace Blackwell for inference and development without full racks The historical parallel is mainfram...
