Hardware & Compute
Chips, data centres and the infrastructure behind AI.
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Thermal management failures in Azure AI clusters
Inadequate air cooling for high-density chips can cause power throttling exceeding 15 percent of thermal design power. This analysis examines liquid cooling…
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AMD MI350X memory bandwidth and CDNA 4 architecture explained
The AMD MI350X features 288 GB of HBM3E memory and 8.0 TB/s bandwidth, allowing it to run 400B+ parameter models using only…
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Qualcomm targets Tenstorrent in AI chip consolidation
Qualcomm is discussing an acquisition of Jim Keller-led Tenstorrent, valued at $2.7 billion, as the company uses RISC-V architecture to challenge NVIDIA.…
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Cerebras’s $50B Valuation versus SambaNova’s Hardware Efficiency
Cerebras maintains a $50.5 billion valuation with significant revenue growth, while SambaNova’s SN40L delivers 10X better performance per area than Cerebras on…
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The 120kW Wall in Equinix xScale Facilities
Deploying NVIDIA GB200 NVL72 racks presents massive challenges, including 120kW power draws and 3,000kg weights that exceed standard data center floor limits.…
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Risks in SambaNova’s supply chain for Saudi Arabia’s AI cloud push
SambaNova faces significant supply chain hurdles and market consolidation threats as Saudi Arabia pursues a $40B sovereign AI cloud project. Key risks…
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Groq LPU performance versus Llama 4 deployment realities
Groq claims a 10x speed advantage over H100 clusters for Llama 2 70B, but hardware costs for Groq runs are 40x higher…
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SambaNova SN40L vs Cerebras WSE-3: 2026 Sovereign Cloud Comparison
SambaNova’s SN40L is recommended for 2026 sovereign cloud bids due to its 10 kW power draw and ability to handle massive models…
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Tesla Dojo 2 and the Optimus training pipeline
Tesla’s restarted Dojo project utilizes D1 chips with 50 billion transistors to power the Optimus humanoid robot training pipeline. The system manages…
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Liquid cooling specification failures in NVIDIA GB200 and GB300
Deploying NVIDIA GB200 NVL72 racks requires strict adherence to liquid cooling standards to prevent 60% performance throttling. This technical analysis covers critical…
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Samsung’s Mach-1 AI accelerator strategy and $73 billion investment
Samsung is investing $73.24 billion into AI semiconductor development, highlighted by a $752 million Mach-1 accelerator deal with Naver. The Mach-1 ASIC…
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The shift in Microsoft’s Maia AI accelerator roadmap
Microsoft’s new Maia 200 AI accelerator offers 30% more performance per dollar than the Maia 100. Built on TSMC 3nm technology, the…
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