Tae Kim

The outlook for the CPU agentic AI trend just got a turbo boost. Advanced Micro Devices shares surged after the company's management nearly doubled its long-term growth outlook for CPUs.

The company is selling the dream that it will become a major player in data center AI chips, from AI accelerators to CPUs.

Source: Nvidia. Vera Rubin AI Factory Nvidia's business is extremely strong, but investors now want to see more returns through buybacks.

Affiliations & Notes Department of Chemical and Biomolecular Engineering, University of California, Los Angeles, Los Angeles, CA 90095, USA

Extraction is the easy part of Graph RAG. I learned this building the seed knowledge graph for...

The language model behind my Graph RAG pipeline did something worse than getting a fact wrong. It...

How 2asy.ai moved from vector RAG to a per-article graph to a cross-domain ontology Graph RAG for reading tariff and trade-remedy news.

The CPU business is ramping even faster than expected due to the AI agent megatrend.

In the previous post, I described how 2asy.ai moved from plain vector search to a cross-domain...

Part of the reason the market is tanking today is that SemiAnalysis sent a report to its institutional clients making a negative call on the CPO (co-packaged optics) rollout.