AI chips
Infrastructure & Cloud
Samsung HBM4: The Memory Chip Powering AI’s Next Performance Leap
Samsung ships the first HBM4 with 3.3TB/s bandwidth and up to 48GB capacity via 16-layer stacking. The Samsung-SK Hynix race defines AI chip speed.
Infrastructure & Cloud
Samsung’s 755% Profit Surge: How HBM Chips Became AI’s Critical Bottleneck
Samsung's 755% profit surge driven by HBM memory chips reveals how AI infrastructure demand created a critical bottleneck.
Infrastructure & Cloud
Google Ironwood TPU v7: The Inference Chip That Reshapes AI Compute
⚡ Key Takeaways Google’s seventh-generation Ironwood TPU delivers 4,614 FP8 teraflops per chip with 192 GB HBM3E, scaling to 42.5...
Infrastructure & Cloud
Meta’s MTIA Custom Chips: Why Big Tech Is Building Its Own AI Silicon
Meta unveils four MTIA chip generations through 2027, joining Google, Amazon, and Microsoft in a custom silicon push challenging NVIDIA's AI dominance.
Infrastructure & Cloud
Arm’s AGI CPU: Breaking the x86 Monopoly in AI Data Centers
⚡ Key Takeaways Arm's first in-house production CPU packs 136 Neoverse V3 cores and claims more than 2x the rack-level...
Startups
Cerebras IPO: The Wafer-Scale Chip Challenging Nvidia’s AI Reign
Cerebras raised $1B at a $23B valuation and targets a Q2 2026 IPO. Its WSE-3 chip claims 21x faster inference than Nvidia.
AI & Automation
NVIDIA and the GPU Economy: How One Company Controls the AI Hardware Pipeline
NVIDIA dominates the AI chip market with its CUDA moat and GPU platform strategy. Here’s how the GPU economy works and what threatens it.
AI & Automation
The AI Infrastructure War: Chips, GPUs, and the Race for Computing Power
The AI infrastructure war is reshaping geopolitics. From US export controls to TSMC dependency, here's how the race for AI computing power is unfolding.
AI & Automation
The AI Infrastructure War: GPUs, Data Centers, and the Compute Race
The global AI infrastructure race: GPU economics, data center buildout, compute scaling laws, energy challenges, and what it all means for the future of AI.
AI & Automation
AI Compute Scaling: Why the Shift from Training to Inference Changes Everything
Inference now consumes two-thirds of all AI compute, reshaping hardware, economics, and business models. The cost per token is dropping 10x yearly.
Startups
The AI Chip Insurgency: $1.2 Billion in One Week to Dethrone Nvidia
MatX, Positron, Taalas, and SambaNova raised over $1.2 billion in a single week. The AI chip insurgency targeting Nvidia's dominance is real.
