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recent posts

  • The Token Dollar
  • 2.7x on the Same Iron: MLPerf v6.0 Just Proved Nvidia’s Extreme Co-Design Thesis
  • The Orchestration Layer Is the New Platform War — NVIDIA’s AI Agent Strategy | GTC 2026 (Podcast)
  • TurboQuant and Dynamo: Why the Market Has the Memory Thesis Backwards
  • The Agentic CPU: Arm’s First Silicon Shot at x86

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