custom silicon
Infrastructure & Cloud
Azure Cobalt 200: Microsoft’s 3nm, 132-Core Arm Bet for 2026
⚡ Key Takeaways Microsoft launched Azure Cobalt 200, a 132-core Arm Neoverse V3 server CPU built on TSMC 3nm that...
Infrastructure & Cloud
Meta’s $135B Gamble: Inside the 2026 Superintelligence Infrastructure Build
Meta's $115-135B capex 2026 funds 5GW Hyperion Louisiana campus, MTIA 400/450/500 chips, and Llama training. Full data center and chip breakdown.
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
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
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,
