ASIC
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jul 29, 2026 by Francois Chaubard · across every show →
Everything said about ASIC, oldest first
Jul 29, 2026 bullish
Chaubard: Chip specialization and ASICs will proliferate across AI workloads
“From my vantage point, we're gonna see this proliferation, and where we have sufficient demand now, because there's so much demand for tokens, Where it makes sense to specialize at the chip level that will pay out and allow you to go through the full new produ…”