Chips & semiconductors
From the Sep 17, 2026 daily brief
We haven't read last night's 10 company posts from NVIDIA and CoreWeave, which include results from the latest round of the MLPerf inference benchmark. This means we didn't get to them, not that we confirmed nothing new happened.
Just an email address, unsubscribe anytime. This is the only thing we ask of you.
The blueprint sets out six principles covering AI literacy, age-appropriate protections, p…
If this inference holds, part of Anthropic's compute expansion is propped up by a chip sup…
This week's most important chip-side readings are CoreWeave's self-reported GPU prices and…
It connects GPT-6 Astra to a US legal research index covering more than 230M URLs, plus le…