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Graphcore

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Feb 5, 2026 by Dylan Patel · said 3 times in 3 episodes since 2019 · across every show →

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brought up most by Matt Turck (1), Dylan Patel (1), Dillon Erb (1)

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Everything said about Graphcore, oldest first

Feb 5, 2026 neutral
Assertion Partly supported
Patel: First-wave AI chip startups all bet on on-chip memory
“The first wave of AI hardware bets, Graphcore, Cerebris, Samanova Grok, where they all made the same bet on memory and putting the memory on the chip.”
Dylan Patel Feb 5, 2026 ▶ 19:53 Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
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