Supply, the growth limiter, not circular investment
Supply chain management is as important today as design.
AMD and Samsung partnership on AI memory
Can’t be too rich, too thin, or have too much memory.
Google Coral NPU used by Synaptics
Designed for multimodal device inference AI applications.
Meta’s AI chips epitomize hybrid hyperscalers
MTIA targets inference at scale agnostically.
Begging for chips
Supply chain takes the lead in importance.
Broadcom’s $100B custom silicon bet
Company experiencing robust custom chip demand.
AI takes over cryptocurrency transaction monitoring
Another example of AI stealing jobs.
OK, no wedding, but can we still date?
Let’s swap tech and go steady.
An AI processor by any other name
Flux, no, Olix, raises $220 million for AI processor development.
Positron jumps up to the big-league investment circle
At over $300 million, it’s in the top third of VC investment.
$30 million more invested in AIP start-ups
Quadric gets the latest injection, but far from last.
Microsoft’s Maia 200 inference AIP
Triples computational throughput, reduces inference latency and costs per token.