Compute Some Game Theory On That Nvidia-Meta Platforms Partnership When Meta Platforms does a big AI system deal with Nvidia, that usually means that some other open hardware plan that the company had can’t meet an urgent need for compute. …
… Anyway, one big difference between the Meta Platforms deal and the OpenAI deal is that we are pretty sure the former, which also has aspirations to be one of the top AI model builders in the world, will actually have the money to follow through on its hardware purchase commitments. …
… The rumors are that AI custom ASIC customer 4 is ByteDance and customer 4 is Apple. Customer six is, of course, OpenAI, which is using Broadcom to shepherd its “Titan” AI XPU through manufacturing and assembly. Tan said that OpenAI would install over 1 gigawatt of Titan capacity in fiscal 2027. …
… This is why SambaNova Systems and the first generation of AI hardware startups are still in the game, despite the hegemony of the Nvidia GPU in the AI datacenter, and it is also why the company was able o raise $350 million in Series E funding to help build and push its new “Cerulean 2” SN50 reconf… …
… Broadcom makes Google’s TPUs and now also TPU racks for Anthropic, and is the manufacturer of the MTIA XPUs from Meta Platforms as well. The rumor is that ByteDance and Apple are two other big XPU customers, and there is now a sixth, with OpenAI using Broadcom to shepherd its “Titan” XPU to market. …
… AMD refuses to believe that the world needs synonyms when it comes to GPUs. epyc venice rackscale pensando oracle oci mi450x mi450 helios gpu volcano compute altair ai world Cisco Preps For A World Of AI Agent Coworkers, Frontier Model Threats June 3, 2026 Nvidia Extends Its Grip On The AI Datacent…
Compute Taalas Etches AI Models Onto Transistors To Rocket Boost Inference Adding big blocks of SRAM to collections of AI tensor engines, or better still, a waferscale collection of such engines, turbocharges AI inference, as has been shown time and again by AI upstarts Cerebras Systems, SambaNova … …