Archive - D2D Newsletter

November 2024

October 2024

September 2024

After the Intel-pocalypse

A lot about Intel, and more about servers, firmware and a little about industrial policy.

Sep 30

Is China's venture ecosystem imploding?

China used to have an incredibly robust venture industry, but its glory days seem to be behind it.

Sep 23

Saving Private Intel

We look at how and how much it would take to save Intel without government subsidies. We also explore the complexities of getting GPUs servers into the…

Sep 16

Blue Horse Shoe Loves Intel

More developments around Intel, good numbers from Nvidia and Marvell, and our time at Hot Chips.

Sep 3

August 2024

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