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David Seaman's Deep Podcast

Nvidia GPUs? No, Memory Is The New Compute

13 Dec 2025

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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

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