AI training vs. inferencing vs. memory bandwidth
Getting closer to very fast memory is the key.
Nvidia makes a dramatic, gigantic acquisition-licensing deal with Groq
As JPR predicted, the biggest private companies will get acquired.
Multiple threads improve GPU performance
How modern GPUs work.
Chinese sovereign VC fund
Already a big investor and now with the promise of more.
Intel scales up functionality and out physically
The largest multi-chip floor to date.
RISC-V GPUs
Will a RISC-V GPU be risky?
China’s GPU hopefuls hit the public markets with big multiples, while Nvidia hangs on
MetaX pops ~700% on debut, as China’s GPU trade builds, but Nvidia remains the buyer’s choice.
One more reason why Nvidia is impossible to catch
Nvidia acquires SchedMD, open-source AI workload management.
If AMD and Nvidia can sell chips to China, will it be profitable?
A 25% cost-of-goods hit comes out of the gross margin.
GF’s AI manufacturing push sets the stage for MIPS integration
Siemens and GF team up on AI-driven fab automation—and MIPS is the missing but implied piece.
The tensor contraction bet: Interview with Furiosa.ai CEO June Paik
Furiosa.ai and the architect behind it.
Qualcomm buys Ventana for RISC-V DNA, not a ready-made product line
Qualcomm acquires Ventana—and a lot of know-how.