// OVERVIEW
Semiconductor company and custom chip developer co-signing the 5-gigawatt TPU deal with Google for Anthropic.
Discussed in
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- 💾 Chip craze
- 🤖 Jalapeño chips
- Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan
- Hey Siri, Tell Me a Fable (This Week in Stratechery)
- 💥Fund Performance Benchmarks, How Agent Loops Work, Portfolio Construction, Enterprise Software Playbook & More
- Anthropic's metric to watch
- Gavin Baker - Watts and Wafers - [Invest Like the Best, EP.473]
- California's Billionaire Tax Heads for the Ballot. A Compromise Would Serve Everyone Well.
// RECENT MENTIONS
// SIGNALS
32 SIGNALS
01
mention·Sourcery·JULY 29, 2026
“You obviously know the industry super well and you talk to companies like NVIDIA and Broadcom. They manufacture most of their products at TSMC. So they essentially outsource the manufacturing problem. The optics industry doesn't have that luxury.”
Source→02
mention·AI+ Government·JULY 24, 2026
“South Korean President Lee Jae Myung will be in San Francisco today for an AI summit to meet with Anthropic's Dario Amodei, OpenAI's Sam Altman, Nvidia's Huang and Broadcom's Hock Tan.”
Source→03
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AI-extracted from podcast / newsletter / paper summaries. May contain errors.