infrastructure
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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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CoreWeave expands OpenAI contract as infrastructure demand grows
CoreWeave signed an expanded agreement with OpenAI worth up to $6.5 billion, bringing the total partnership value to $22.4 billion. The company…
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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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Positron’s $875M Memory-First Architecture vs Lightmatter’s Passage
Positron AI raised $875M to advance its memory-first architecture, claiming 3.5 times greater power efficiency than Nvidia H100 GPUs. Lightmatter focuses on…
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Crusoe Energy expands AI infrastructure and modular data centers
Crusoe Energy holds 4.9 gigawatts of contracted AI infrastructure capacity and is deploying modular Spark factories to serve clients like Microsoft and…
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The risks of Tesla’s AI chip pivot and Dojo scaling
Tesla is shifting resources from its dedicated Dojo supercomputer team toward a single architecture for AI5 and AI6 processors. This transition occurs…
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Lambda Labs expands GPU cloud with $4 billion funding and Blackwell clusters
Lambda is raising up to $4 billion at a $14.5 billion valuation to deploy over 1 million GPUs by 2030. The company…
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Lightmatter’s Passage platform challenges NVIDIA NVLink dominance
Lightmatter’s Passage platform utilizes 3D-stacked silicon photonics to deliver 114 Tbps aggregate bandwidth. This architecture bypasses copper bottlenecks using the Guide light…
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Baidu GPU margins face Alibaba Qwen price cuts
Baidu’s AI cloud revenue surged 184% year-over-year to RMB 8.8 billion, driven by Kunlunxin chip optimization. Meanwhile, Alibaba Cloud is aggressively slashing…
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SambaNova RDU scaling and composition-of-experts
SambaNova’s SN40L RDU achieves 132 tokens per second for Llama 3.1 405B while consuming only 10KW per rack. This power-efficient architecture uses…
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Anthropic’s capital scaling and enterprise AI safety benchmarks
Anthropic’s massive capital injections from Amazon and Google support a $100 billion AWS infrastructure commitment while driving model security via Responsible Scaling…
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