AI training vs. inferencing vs. memory bandwidth
Getting closer to very fast memory is the key.
Getting closer to very fast memory is the key.
The V in RISC-V could stand for versatile.
Contains significant information on the market in Q4’25 and the AIP companies in it.
Jon Peddie discusses AIPs as featured guest on podcast.
Already a big investor and now with the promise of more.
A federation of AI processors.
Surprising amount of AI processing capability and no GPU or TPU.
Will that be enough to put them in league with AMD or Nvidia?
Some of AMD’s and Nvidia’s biggest customers are building their own AIPs.
Bubble? What bubble?
And will Blue Origin rockets launch it?
Powers 177 systems, 35% of world’s most powerful supercomputers.