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#ai-chips

6 posts

AI & Machine LearningApril 23, 202615 min
Google TPU 8t and TPU 8i: The Agentic-Era Chip Split
Google unveiled TPU 8t (Sunfish) and TPU 8i (Zebrafish) at Cloud Next 2026 — eighth-gen chips splitting AI training from inference at 2.7x price-perf.
AI & Machine LearningApril 21, 202611 min
Meta-Broadcom MTIA Deal: 1GW of 2nm Custom AI Silicon
Meta and Broadcom extended their MTIA chip partnership through 2029, starting with over 1 GW of custom silicon on the industry's first 2nm AI accelerator.
AI & Machine LearningApril 17, 202613 min
Cerebras IPO 2026: The $56.4B Nvidia Challenger
Cerebras priced its Nasdaq IPO at $185/share, valuing the company at $56.4B, backed by a $10B+ OpenAI contract. Inside the wafer-scale chip 57x bigger than Nvidia's H100.
NewsApril 2, 202611 min
Huawei Ascend 950PR Beats NVIDIA H20: 2.8× FP8, CUDA-Ready
Huawei Ascend 950PR delivers 1 PFLOPS FP8 — 2.8× NVIDIA H20 — and runs CUDA via CANN Next. ByteDance + Alibaba ordered; 750K units shipping in 2026.
AI & Machine LearningMarch 25, 202612 min
The Custom AI Chip Race 2026: Big Tech vs Nvidia
The custom AI chip race in 2026 — Meta MTIA, Google TPU, Amazon Trainium, Microsoft Maia vs. Nvidia. Strategy, cost, supply, and workload fit for each.
NewsDecember 28, 202512 min
How 20B Non-Acquisition Signals the New Shape of AI Consolidation
Nvidia's $20B Groq non-acquisition, explained — exclusive-IP licensing replaces traditional M&A in AI consolidation. Strategy, structure, and what comes next.

Every post in #ai-chips (6)

Google TPU 8t and TPU 8i: The Agentic-Era Chip Split