An opinion piece by a partner at Sierra Ventures
Posts published in “Chips”
AWS is expanding its push into custom AI chips as the race is on to lower inference costs.
VC spending in Q1 2026 was nearly equal to 70% of last year's total investments. AI startups captured 81% of the funds.
Robert Daigle says access to compute is now on par with data readiness and AI skills as keys to AI enterprise deployment.
An opinion piece by the CMO of Arm