Hardware & Compute
Chips, data centres and the infrastructure behind AI.
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SambaNova reaches $11 billion valuation driven by inference demand
SambaNova Systems achieved an $11 billion post-money valuation following a $1 billion Series F round. The company is pivoting toward premium inference…
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The chip architects behind Groq’s TSP architecture and NVIDIA’s challenge
Groq’s LPU architecture provides 80 TB/s of internal memory bandwidth to challenge NVIDIA’s dominance in AI inference. Founded by Jonathan Ross, the…
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Cerebras and G42 expand AI supercomputing with Condor Galaxy 3
Cerebras and G42 have launched Condor Galaxy 3, a supercomputing cluster delivering 8 exaFLOPs of AI performance using 64 Cerebras CS-3 systems.…
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Deploying FuriosaAI RNGD for Korean Cloud Inference
FuriosaAI’s RNGD NPU delivers 2.25x better performance per watt for LLMs than GPU solutions. Samsung SDS hosts these accelerators at its Dongtan…
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Positron Asimov vs Lightmatter Passage for data center inference
Positron’s Asimov silicon targets 5x more tokens per watt than Nvidia’s Rubin, while Lightmatter’s Passage platform provides up to 256 Tbps of…
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How to get started with Axelera’s $500M Metis AI edge processor
Axelera’s $500M Metis AI edge processor enables advanced retail loss prevention and factory defect detection pipelines. The technology addresses complex data challenges…
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Intel diverts resources to Jaguar Shores as AMD gains ground
Intel is pivoting from its Falcon Shores AI accelerator to focus on the Jaguar Shores rack-scale system following a $1.6 billion net…
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Tenstorrent Blackhole and Wormhole architecture explained
Tenstorrent’s RISC-V based architecture utilizes Tensix cores and explicit DMA data movement to provide an alternative to NVIDIA. The Blackhole p150 developer…
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SambaNova SN50 vs Cerebras WSE-3 for large scale inference
SambaNova SN50 delivers 5x the maximum speed and 3x the throughput for agentic inference compared to Blackwell B200 GPUs. Cerebras WSE-3 provides…
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Blackwell supply bottlenecks and CoreWeave financial exposure
NVIDIA’s reservation of up to 850,000 CoWoS wafers for 2026 captures 60% of TSMC’s capacity, creating significant supply risks for CoreWeave’s $22.4…
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Why poor rack planning kills H100 training uptime
High-density AI infrastructure requires 15 to 25 kilowatts per rack, often exceeding the 5 to 8 kilowatt capacity of traditional data centers.…
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Why Cerebras Condor Galaxy 3 matters for national lab AI budgets
Cerebras and G42’s Condor Galaxy 3 provides 8 exaflops of AI compute using WSE-3 technology. This massive scaling capability arrives as the…
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