AI News, Research and Tool Reviews
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The cost of scaling AI interconnects
Marvell’s $3.25 billion acquisition of Celestial AI targets the 16 Tbps Photonic Fabric platform to scale XPU connections. This optical interconnect offers 2x better efficiency than DSP-based designs…
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Cerebras WSE-3 dominance in defense AI procurement
Cerebras WSE-3 offers a massive memory bandwidth advantage of 21 petabytes per second, outperforming Nvidia H100 by 7,000 times. This wafer-scale architecture…
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Anthropic’s revenue growth and the accounting gap explained
Anthropic’s annualized revenue reached $65 billion, driven largely by Claude Code and a massive surge in enterprise customers. The company’s lead over…
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What AI Revenue Multiples Actually Measure
The same headline revenue can mean very different economics once the inference bill is taken out. The questions that separate similar-looking companies.
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Memory Bandwidth, Not FLOPs, Is What Limits LLM Inference
Accelerators are sold on peak FLOPs, but token generation is bound by how fast weights move out of memory. What to actually…
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How 15 Top LLMs Perform on Classification: Accuracy vs Cost
Classification is the task most often hiding inside a production system, and the one where per-call cost compounds fastest. How to compare…
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How o1 Changes the LLM Training Picture, Part 2: Search, Reward and Cost
What reasoning models borrow from game-playing systems, why the reward signal is the bottleneck outside maths and code, and when the extra…
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How o1 Changes the LLM Training Picture, Part 1: Why Imitation Hits a Ceiling
Pre-train, fine-tune, align. The standard recipe produced remarkable models and could not produce reasoning. Why that limit is structural rather than a…
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How Text Clustering Works: From Embeddings to Labelled Topics
Fifty thousand support tickets nobody has read. The pipeline that turns them into named topics, and why k-means is usually the wrong…