… For now, Taalas is focusing on etching the weights for open source models onto its HC chips, but it is not hard to imagine Anthropic and OpenAI picking up the phone and ordering custom accelerators for their models. …
AI SambaNova Pits Its Engineering Against Nvidia For Agentic AI Here’s the thing about agentic AI: The machines will talk to each other a lot faster than we do through our chattybot interfaces with large language models, and the complex workflows within a mixture of experts model as well as across … …
… No word on when Azure will rent VM instances based on Maia 200, which would let techies put them to the test on all kinds of AI models. braga maia 200 maia 100 inference compute microsoft athena ai openai
… Core to ChipStack AI Super Agent is what Cadence calls its Mental Model, which provides a structured and persistent understanding of the intent of engineers, acting as a single source of truth that pulls in specification, hierarchies, and relationships for AI agents, ensuring they don’t suffer the … …
… But a lot of the time these different TPUs were just bin sorts on a designs that were primarily aimed at AI training, with the lower bin parts being used for inference. All of this machine learning was much simpler than the processing used in GenAI mixture of expert models. …
… About a third of that was driven by AI networking chips and the other two thirds was driven by AI accelerators and rackscale systems. If you do the math, that is $5.65 billion in AI chips and systems, up 2.4X year on year and up 7.4X sequentially compared to a pretty weak Q4 F2025. …
… The curves on a quarterly basis for AI XPUs and AI electro-optics all the other stuff, mostly Inphi chips look like this: Given all of the increased spending by Microsoft Azure and Amazon Web Services, and perhaps other customers who want to buy its AI wares, Marvell now says it can bring in around… …
AI Nvidia Software Pushes MLPerf Inference Benchmarks To New Highs For years, co-founder and chief executive officer Jensen Huang and other higher-ups at Nvidia have been banging on the message that the company is more than its GPUs, that the chips that have become crucial to the rapid expansion of… …
… It is tricky to count this, as Su has said. And it will get trickier when banks of CPUs start doing some inference for smaller models in a mixture of experts GenAI platform. …
… Having said all that, we are keeping an eye out for differentiated innovation in both AI models and in XPU architectures to see if some upstart can shake things up. …