chip design startups
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Sep 3, 2026 by Rene Haas · across every show →
Everything said about chip design startups, oldest first
Sep 3, 2026
Haas: AI chip startups need supply chain access, not just great design
“So long as the transformer is the unit of energy relative to how you generate AI training and AI inference by design, it is a, it is, it's very compute intensive, it's very memory intensive. So if you think about that, that's going to drive a lot of demand on …”