AI processor start-ups, the money continues to flow in
$28 billion invested so far; Mythic just got another $125 million.
Welcome to the club, Etched
The big VC winners.
AI training vs. inferencing vs. memory bandwidth
Getting closer to very fast memory is the key.
The RISC-V Vector Extensions for AI
The V in RISC-V could stand for versatile.
JPR releases its Q4’25 AI Processors Quarterly Update report
Contains significant information on the market in Q4’25 and the AIP companies in it.
The AI processor market explosion
Jon Peddie discusses AIPs as featured guest on podcast.
Chinese sovereign VC fund
Already a big investor and now with the promise of more.
Can OpenAI use Trainium chips if it agreed to use Nvidia chips?
A federation of AI processors.
Tiiny AI processor box
Surprising amount of AI processing capability and no GPU or TPU.
Moore Threads files IPO, raises $1.1 billion
Will that be enough to put them in league with AMD or Nvidia?
GPUs vs. ASICs—the threat from within
Some of AMD’s and Nvidia’s biggest customers are building their own AIPs.
Nvidia knocks it out of the park… again
Bubble? What bubble?