Episode
Nvidia GPUs? No, Memory Is The New Compute
- Podcast
- David Seaman's Deep Podcast
- Published
- Dec 13, 2025
- Duration seconds
- 470
- Processing state
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Summary
On today’s weekend update, curious that so many see GPUs were a transitional technology, and now AI-specific memory chips are the next leg up, regardless of what Nvidia maximalists say. https://x.com/davidworld and https://intersignal.org to follow for updates Get full access to David Seaman's Deep at davidseaman.substack.com/subscribe