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ISSUE 002APR 7, 20262 MIN READMembers-only issue — Members

Silicon Under the Hood

Why the interesting chip story of 2026 isn't the TOPS number — it's the memory hierarchy. A deeper dispatch for members.

chipsinfrastructureanalysis

Everyone's comparing TOPS. That's the wrong layer to look at. The interesting architectural move of 2026 is happening one level down, in how accelerators move data between SRAM, HBM, and DRAM — and who controls the compiler that decides.