NVIDIA
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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 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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Groq LPU speed advantages for real-time finance
Groq LPU delivers 580 tokens per second for Llama 3.3 70B, significantly outperforming the 90 tokens per second from NVIDIA H100. This…
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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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AMD MI350X challenges Blackwell in training clusters
AMD’s Instinct MI355X delivers 1.3X higher inference throughput than the NVIDIA B200 on Llama 3.1 405B workloads. The new CDNA 4 architecture…
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Nvidia Jetson Thor hardware and the shift toward physical AI
Nvidia’s Jetson AGX Thor delivers 2,070 FP4 teraflops of compute to accelerate physical AI development. Early adopters including Amazon Robotics and Boston…
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The risks in Cerebras’ WSE-3 rollout
Cerebras faces significant market volatility after OpenAI chose NVIDIA GPUs for its GPT-6.1 Sol Ultrafast mode, causing Cerebras stock to drop nearly…
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Tenstorrent scales with RISC-V to challenge NVIDIA dominance
Tenstorrent secured a $1.5 billion Series E funding round to scale its Blackhole processor and RISC-V AI infrastructure. Jim Keller leads the…
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Financial shifts and the Nvidia deal for Poolside
Nvidia committed $1 billion in fresh equity to Poolside, driving a $12 billion pre-money valuation following a $500 million Series B. The…
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The economics of Groq’s LPU and the NVIDIA inference price war
Groq’s LPU architecture delivers 750 tokens per second for Llama 3.1 8B, providing 21x more value per dollar than NVIDIA H100 hosting.…
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The history of Graphcore and its IPU architecture
Nigel Toon and Simon Knowles founded Graphcore in 2016 to challenge NVIDIA with Intelligence Processing Units. Despite the Colossus MK2 GC200 chip…
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NVIDIA Blackwell manufacturing failures and CoWoS-L supply gaps
Thermal expansion mismatches and TSMC CoWoS-L capacity shortages are causing three-month delays for NVIDIA Blackwell shipments. Massive orders from Google for 400,000…