AI chips
Infrastructure & Cloud
GPU-Free Inference: ASIC Startups Challenge Nvidia’s Data Center Dominance
Taalas HC1, SambaNova SN50, and hyperscaler custom silicon target Nvidia inference monopoly. ASIC shipments growing 44.6% vs 16.1% for GPUs.
AI & Automation
TSMC’s $56 Billion AI Bet: Why One Company Controls All Chips
TSMC plans record $52-56B in 2026 capex, with 70-80% for AI chips. Inside the geopolitics of foundry concentration and Arizona's $165B expansion.
Infrastructure & Cloud
Groq vs Cerebras 2026: AI Inference 100x Faster Than GPUs
When most organizations think about AI infrastructure, they think about Nvidia. The H100 GPU has become the default unit of AI compute — a $30,000 chip that powers everything from model training at OpenAI to inference pipelines at enterprise software companies.
AI & Automation
The AI Chip Wars: Nvidia’s Dominance, AMD’s Challenge, and the Rise of Custom Silicon
The Billion-Dollar Question Behind Every AI Model Every large language model and image generator in commercial operation today was trained on data created by humans: articles, books, photographs, artwork, code, music, and video. The companies that built these models, OpenAI,
Policy & Regulation
AI Chip Export Bans 2026: Who Can Buy What and Why It Matters
The Most Consequential Trade Policy You Have Never Heard Of On October 7, 2022, the US Bureau of Industry and Security (BIS) issued export control regulations that sent shockwaves through the global technology industry. The regulations restricted the export of advanced
