# Nvidia GPUs? No, Memory Is The New Compute

Page: https://stenobird.com/podcast/david-seaman-s-deep-podcast-7155269/nvidia-gpus-no-memory-is-the-new-compute
Text version: https://stenobird.com/podcast/david-seaman-s-deep-podcast-7155269/nvidia-gpus-no-memory-is-the-new-compute.md
Podcast: [David Seaman's Deep Podcast](https://stenobird.com/podcast/david-seaman-s-deep-podcast-7155269)
Published: 2025-12-13T17:08:04+00:00
Episode link: https://davidseaman.substack.com/p/nvidia-gpus-no-memory-is-the-new
Audio file: https://api.substack.com/feed/podcast/181525075/fa50872d1fed5edcba102c1d950e894f.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/david-seaman-s-deep-podcast-7155269/episodes/nvidia-gpus-no-memory-is-the-new-compute
Duration seconds: 470

## Resource

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

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/david-seaman-s-deep-podcast-7155269/episodes/nvidia-gpus-no-memory-is-the-new-compute/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/david-seaman-s-deep-podcast-7155269/nvidia-gpus-no-memory-is-the-new-compute.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.