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Semi Doped
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The industry powering AI, explained daily. Pod and takes by @vikramskr and @austinsemis. Sign up at
๊ฐ€์ž… January 2026
3 ํŒ”๋กœ์ž‰ ์ค‘    10K ํŒฌ
๐ŸŽ™๏ธ NEW EPISODE: Tensordyne co-founder and CPO R K Anand joins Austin to break down an AI inference rack built on a router-based scale-up fabric and logarithmic math. - HPE Juniper's 7th-gen router fabric provides the scale-up network at 1-2 microseconds of latency - Log math turns expensive multiplications into cheap adds - The compute die stays below the reticle limit, leaving room for a big on-chip SRAM cache - 72 chips in a 13U chassis at 30 kW, a quarter of the space and power of an NVL72 - Air cooling opens brownfield enterprise and telco data centers - One system runs both pre-fill and decode @TensordyneInc @_rk_anand_ Chapters: 0:00 Introducing Tensordyne 5:32 The Juniper vs. Cisco Playbook 11:29 Origin Story: Automotive Power Constraints 15:37 The Secret Sauce of Log Math 18:02 Pivoting to the Data Center 22:08 Leveraging a Router Backplane for AI 27:22 Why Router Fabrics Suit MoE Models 34:12 The Three Phases of Inference Hardware 37:40 How One Chip Handles Pre-fill & Decode 40:34 The 'Too Good to Be True' System Specs 43:31 Go-to-Market: The Air-Cooled Advantage 48:21 De-risking with Strategic Partnerships 52:37 Solving the Software Problem with AI Get more of Austin and Vik daily, free! Sign up: Connect with Vik and Austin: Vik's Paid Substack: Austin's Paid Substack: @austinsemis @vikramskr
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