In the latest report, the remaining 1% of attention can include unpublished topics and podcasts with no qualifying discussion.
6 topics highlighted · Sep 28–Oct 4, 2026
Select a topic or a dated dot to see its history below.
Swipe to follow the full timeline →
Direction compares the latest report with recent weeks; small changes are “About the same,” and gaps mean no measurement.
Hardware · 5.9% · Aug 17–23, 2026 · Gaining attention in the latest report
Hardware
The chips, data centers, energy, and devices that AI depends on.
Aug 17–23, 2026
5.9%Gaining attentionUp 4 percentage points from last week
Choose a week to read the discussion.— Below threshold
Show this week’s discussionHide this week’s discussionPodcast moments and context
Hardware · Aug 17–23, 2026
A closer read
What changed
Its share rose from 1.9% to 5.9%, with evidence across 7 podcasts.
Where it showed up
It appeared in episodes including “AI in the AM — Weekly Highlights: Relaunch Week (Aug 17–20, 2026)” and “Why People Are Paying 10x More for AI - and What That Means for the Chip Market | Sid Sheth, d-Matrix”.
How to read it
2 cited episodes from 2 podcasts are shown below. The topic appeared across 7 podcasts in the full analysis.
Podcast moments from the week
4 quoted moments · 2 episodes · 2 podcasts
The Cognitive Revolution
AI in the AM — Weekly Highlights: Relaunch Week (Aug 17–20, 2026)
“The eras come at us so fast in this space. You know, the moment we had, I forget exactly when it was, but there was a moment where it was like, oh, there's a GPU glut.”
“Wow, that's amazing. What about edge compute? It seems to me that this would apply the latency question. Are you moving at all into the edge where latency is so important?”
“There's no other way, right? I mean, they're going to have to find a way to use a different type of low-latency computing to augment the throughput-based computing that they've been kind of doing with HBM-based solutions. So, the GPUs or other accelerators that all use HBM jus...”
“Well, you know, that's— chips are going to be in short supply for the next, you know, call it 3 to 4 years at least, if not more. So, we have memory chip shortage, we have compute shortage, right? There's a reason why I Elon wants to build his own TeraFab, right? Because he fe...”