When We Was Chip Fab Focused

This week we look at the winding path to whim based infrastructure.

Jul 31, 2022

George Harrison - When We Was Fab (1987)

We’ll get to the whim based infrastructure in a moment…

But first…

Work Plug - Update

594 days ago, I joined Faction to provide servant leadership for an amazing team of technologists delivering multicloud data services to global Enterprise clientele by maximizing innovation outcomes.🤓☁️📊🚀

Today was my last day at Faction and I am incredibly thankful for being given the opportunity to serve the team at Faction. Looking back and looking ahead, I’m proud of all we accomplished together at Faction and believe Faction will continue to enable innovation focused companies to defy data gravity.

Soon, I’ll be sharing what’s next for me. Stay tuned!

Getting Informed

Fudge Sunday, as a newsletter, strives to be freighted with appetite to see around the corner for what’s next. This issue attempts to provide backscatter analysis for the future state of things.

Based on a sample size of [ checks notes… ] a few… polls are here to stay.🤣

If you’ve been a reader of this newsletter then you know I’ve got a few opinions. And as always, I’m curious about the opinions of my readers too.

The poll this week is to baseline where readers would assess impact for technology such as artificial intelligence (AI), machine learning (ML), augmented reality (AR), virtual reality (VR), clustered regularly interspaced short palindromic repeats (CRISPR), pentatricopeptide repeats (PPR), fifth generation cellular networking (5G), and industrial Internet of Things (IIoT). Our next issue together looks forward to your opinions (votes!).

Woke up in a daze 🎶

So, what happens when computing becomes whim based infrastructure?

Also, what happens when the manual interactions of the present are replaced with informed actions with latencies that are imperceptible – as if these actions were connected to human intuition and our whims?

Dan Luu @danluu

Computer latency: 1977-2017 danluu.com/input-lag/

To realize this vision of the future, the notion of computation will need to be everywhere we can imagine today. Further, the perceived needs we collectively call technology will be directly influenced by this ubiquity and will manifest in the wake of the new reality.

Arrived like strangers in the night 🎶

Previously, we took a look at the likely impact as more semiconductor fabrication facilities come online and increased emphasis on investments.

Fudge Sunday

Fudge Sunday - Cheap as Chips in 2022

View online This week we are looking ahead to Cheap as Chips in 2022! Getting Informed You may recall that I use Twitter in an ephemeral way. I use Tweepy to cleanup after I get my ideas tweeted that might survive being added in an issue of my newsletter…

a year ago · Jay Cuthrell

So, it’s fascinating to see how rapidly investment and expansion is happening. For example, filings coverage of the potential plans for a proposed $192B worth of eleven (11!) new fabs coming to Texas are just one indicator.

Access to the right mix of tax incentives, seismic stability

, energy

, and water rights are another view into where the investments are likely to land. Which, as always, means that the placement of bets will continue to benefit the best fitting localities.

And if you think about it… it really is.

And we did it all 🎶

At this point, the building blocks for the ubiquitous workload substrates are on the horizon. However, the building blocks are the first step of many to realize whim based infrastructure across AI/ML, AR/VR, 5G/IIoT, and arguably – on a long enough timeline – even the biological impacts from CRISPR/PPR.

But how soon will that horizon become just a moment away? Well, perhaps, to set context, consider this (very cherry picked) timeline of tweets as reminder of the impact of time and change:

~1 day ago…