Four chip exec interviews in one week: Nvidia's Ian Buck on why GPUs keep winning
firstadopter · x · 2026-10-23
Tae Kim (Key Context on Substack) published four highly technical executive interviews in a single week:
- Ian Buck, Nvidia's CUDA creator: why customers keep choosing GPUs over hyperscaler ASICs (Microsoft Maia 300, Amazon Trainium, OpenAI's in-house chip), how agentic AI is reshaping the industry, open vs frontier models, and fitting 30% more GPUs into the same datacenter footprint; he says Blackwell performance is up 4x since launch.
- Plus interviews with Microsoft EVP Scott Guthrie, d-Matrix CEO Sid Sheth, and OpenAI VP Hardware Richard Ho.
A first-hand source for anyone tracking the AI compute landscape.
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