Hardware & Compute
Chips, data centres and the infrastructure behind AI.
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Lambda Labs GPU cloud and NVIDIA H100 clusters
Lambda Labs provides high-density AI infrastructure featuring NVIDIA GB300 NVL72 clusters and H100 instances. These single-tenant systems support mission-critical workloads for frontier…
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Posit releases version 2026.11.0 for data science workflows
Posit PBC has released version 2026.11.0 of its Positron IDE, a source-available tool featuring an AI assistant that connects to live Python…
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Financial and structural hurdles for Cerebras wafer-scale deployment
Cerebras Systems faces significant manufacturing dependencies on TSMC and high capital requirements to support its $7.92 billion cash reserve. While the CS-4…
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NVIDIA’s journey from Tesla K20 to Blackwell B200 dominance
NVIDIA’s software moat built on CUDA and early Kepler architecture paved the way for the Blackwell B200, which delivers 20 petaflops of…
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Smart camera deployment for retail and industrial use
Professional surveillance deployment requires specialized infrastructure like OM1 to OS2 fiber cabling and high-definition IP cameras. Companies like Neely Communications, Inc. and…
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Etched Sohu vs NVIDIA Blackwell performance comparison
Etched Sohu delivers 500,000 tokens per second on Llama 70B using TSMC 4nm silicon, offering a significant throughput advantage over NVIDIA H100…
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The Groq LPU vs NVIDIA H200 in Enterprise Inference
Groq scales its LPU architecture using Samsung 4nm production with yields exceeding 80 percent to compete against NVIDIA H200 performance. While NVIDIA…
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SambaNova valuation reaches $11 billion as enterprise AI shifts
SambaNova reached an $11 billion valuation following a $1 billion Series F round to support its Reconfigurable Dataflow Unit architecture. The SN40L…
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How Tenstorrent’s Blackhole chip scales RISC-V AI for smart factories
Tenstorrent licenses RISC-V CPU and Tensix AI core technology to Samsung and LG for smart factory deployments. The company secured $1.5 billion…
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D-Matrix Corsair chip delivers 10x faster inference than NVIDIA
D-Matrix began shipping its Corsair digital in-memory compute hardware to hyperscalers and AI labs in June 2026. Led by Sid Sheth, the…
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The rise and fall of Graphcore
Graphcore developed the $2.8B IPU architecture to accelerate AI training by up to 100 times. After facing a liquidity crisis and a…
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Yield advantage and packaging limits in wafer-scale AI
Cerebras achieves 93% silicon utilization on its WSE-3 wafer-scale chip through advanced defect tolerance. However, massive 23 kW power draws and TSMC…
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