custom-ai-chips

Episodes (3)

Trajectory notes

• 2026-09-02T20:40:25Z: google-marvell-tpu-warrant-deal closed (faded) — Google’s warrant-backed expansion of Marvell’s TPU role is consequential evidence of a hyperscaler securing greater control over a non-NVIDIA hardware stack, converging with Scott’s vendor-dependency and stack-sovereignty concern
• 2026-08-21T02:22:54Z: anthropic-in-house-ai-chips closed (faded) — If confirmed, Anthropic’s move from multi-vendor compute hedging toward in-house silicon would be a consequential extension of Scott’s vendor-lock-in and sovereignty arguments into the accelerator layer. It creates a publishing oppor