@mdh47

Senior Vice President Operations at Oxmiq Labs Inc

 San Jose CA
Joined February 2009
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Check out the latest article in my newsletter: The Hirsch Report: Issue #32 linkedin.com/pulse/hirsch-re… via @LinkedIn

The Hirsch Report: Issue #32

Sold Out Through 2027 Andy Jassy said Amazon's cloud capacity is largely sold out through 2027. That was the cleanest demand signal in a week full of them.

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Check out the latest article in my newsletter: The Hirsch Report: Issue #31 linkedin.com/pulse/hirsch-re… via @LinkedIn

The Hirsch Report: Issue #31

The Bond Market Gets a Vote CoreWeave credit default swaps hit 1,194 basis points this week. Run that through standard pricing and the market is implying better than a 60% chance of default.

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Check out the latest article in my newsletter: The Hirsch Report: Issue #30 linkedin.com/pulse/hirsch-re… via @LinkedIn

The Hirsch Report: Issue #30

Everybody Has a Different Bottleneck Every company that spoke this week named a different constraint. Every one of them was right about its own corner.

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Check out the latest article in my newsletter: The Hirsch Report Issue: #29 linkedin.com/pulse/hirsch-re… via @LinkedIn

The Hirsch Report Issue: #29

What Agents Actually Need AMD sold out its entire 2027 allocation of EPYC Venice server CPUs. Not GPUs.

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AI Needs $24 Trillion by 2030. GPU Pioneer Says the Money Isn't There youtu.be/U_H1gItfGEQ?si=eGWl… via @YouTube

AI Needs $24 Trillion by 2030. GPU Pioneer Says the Money Isn't There

Sign up for our newsletter for updates on upcoming TechSurge Live S...

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Check out the latest article in my newsletter: The Hirsch Report: Issue #28 linkedin.com/pulse/hirsch-re… via @LinkedIn

The Hirsch Report: Issue #28

Everything But the Chips The US and China agreed this week to recommend tariff reductions on $30 billion of goods in each direction. Agriculture, fish, wood products, cosmetics, small appliances,...

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Check out the latest article in my newsletter: The Hirsch Report: Issue #27 linkedin.com/pulse/hirsch-re… via @LinkedIn

The Hirsch Report: Issue #27

Everything Enforceable Is Physical Four AI labs got sued this week for agreeing to slow down. Elon Musk proposed that rival labs audit each other instead of waiting for a federal agency.

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Check out the latest article in my newsletter: The Hirsch Report: Issue #26 linkedin.com/pulse/hirsch-re… via @LinkedIn

The Hirsch Report: Issue #26

The Memory Math Changed DeepSeek shipped a model this week that cuts KV-Cache memory from roughly 3,560 bytes per token down to 890. Same workload, better benchmark results, a fraction of the...

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The Hirsch Report: Issue #25 linkedin.com/pulse/hirsch-re…

The Hirsch Report: Issue #25

Where the Line Gets Drawn Five AI stories crossed my desk on Tuesday and I disagreed with every one of them. That turned into a long read, which sits at the top of this issue.

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Check out my latest article: I Disagreed With Everybody Today linkedin.com/pulse/i-disagre… via @LinkedIn

I Disagreed With Everybody Today

Five AI stories crossed my "desk" this morning. I ended up on the wrong side of all of them.

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Check out the latest article in my newsletter: The Hirsch Report: Issue #24 linkedin.com/pulse/hirsch-re… via @LinkedIn

The Hirsch Report: Issue #24

Start With the Electrons Most AI infrastructure stories run the same sequence. Secure the chips, then go hunting for power.

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Check out the latest article in my newsletter: The Hirsch Report: Issue #23: linkedin.com/pulse/hirsch-re… via @LinkedIn

The Hirsch Report: Issue #23:

August 23, 2026: The Constraint Is No Longer Silicon Almost every story I covered this week pointed at the same thing from a different angle. The chip is not the hard part anymore.

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Check out the latest article in my newsletter: The Hirsch Report: Issue #22 linkedin.com/pulse/hirsch-re… via @LinkedIn

The Hirsch Report: Issue #22

August 16, 2026 The theme this week was capital moving into the physical layer. NVIDIA announced financing platforms with six of the largest asset managers in the world, targeting over $500 billion...

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Check out the latest article in my newsletter: The Hirsch Report: Issue #21 linkedin.com/pulse/hirsch-re… via @LinkedIn

The Hirsch Report: Issue #21

Sunday, August 9, 2026 The throughline this week was capital moving ahead of hardware. Anthropic committed to six years of compute from a company that did not exist in January.

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The Hirsch Report: Issue #20 linkedin.com/pulse/hirsch-re…

The Hirsch Report: Issue #20

Sunday, August 2, 2026 Two things stood out this week. The first is that the power conversation has stopped being a sidebar.

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Check out the latest article in my newsletter: The Hirsch Report: Issue #19 linkedin.com/pulse/hirsch-re… via @LinkedIn

The Hirsch Report: Issue #19

July 26, 2026 AMD ran its Advancing AI event this week and effectively took over the news cycle. Venice, MI455X, the Zen 7 and Zen 8 roadmap, an embedded robotics line, a $2 trillion TAM projection,...

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Check out the latest article in my newsletter: The Hirsch Report: linkedin.com/pulse/hirsch-re… via @LinkedIn

The Hirsch Report: Issue #18

July 19, 2026 This week the fight stopped being about chips. It moved upstream, to who writes the rules.

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Check out the latest article in my newsletter: The Hirsch Report: Issue #17 linkedin.com/pulse/hirsch-re… via @LinkedIn

The Hirsch Report: Issue #17

July 12, 2026 The semiconductor and AI infrastructure worlds moved on multiple fronts this week. Intel dropped a patent that could reshape memory packaging.

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Check out the latest article in my newsletter: The Hirsch Report: Issue #16 linkedin.com/pulse/hirsch-re… via @LinkedIn

The Hirsch Report: Issue #16

July 6, 2026 The AI infrastructure buildout hit an inflection point across every layer of the stack: chips, memory, packaging, cloud, energy, and policy. At the same time, the custom silicon movement...

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OXMIQ Raises $35 Million to Scale OxCore™ Architecture - businesswire.com/news/home/2…

OXMIQ Raises $35 Million to Scale OxCore™ Architecture

OXMIQ Labs Inc., a unified GPU and AI architecture company founded by Raja Koduri, today closed its $35 million Series A financing, bringing the company’s to...

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