Are GPUs money printers? The InferenceX team breaks down Engram memory offloading, AgentX’s profit calculator, TPU v7, Vera Rubin vs. Blackwell, and whether faster tokens are worth the premium. Plus: TileRT is pushing NVIDIA GPUs further. What does that mean for specialized chips? Jordan Nanos (@JordanNanos) is joined by Cam Quilici (@noslawextratost), Bryan Shan, and Alec Ibarra for a new SemiAnalysis Weekly.