Tan Shuai谭帅

Tags2 posts

AI Chips

2026

  1. Compute as Consensus: AI × Crypto × Chips in 2026, Starting from Pearl

    A research note on where AI, cryptocurrency and custom silicon meet. Pearl secures a blockchain with matrix multiplication but almost none of the work is useful yet; paid demand is in inference, data and privacy; and an ASIC pays only with a large pot, stable rules and a second market. With the full report and slides.

  2. Neural Coding in 2026: It Ships Around the Codec, Not Instead of It

    A research note on learned compression in playback, photography, calls, generative AI and games. Neural networks now work at both ends of standard codecs, end-to-end neural codecs ship only in closed loops, and mass playback waits for H.267 and a silicon cycle. With the full report and slides.