The Hot Take: Intel going at Ai/Si with Asics?
Intel is currently in the process of shedding its notoriously labyrinthine bureaucratic layers and the attendant inertia, while eyeing new markets and product categories for its fledgling advanced fabrication nodes, with the scorching-hot ASIC market serving as one such high-probability gambit on the part of the chipmaker's new CEO, Lip-Bu Tan. As evidence, look no further than Intel's hiring of Dean Jarnac, a former Marvell executive, who has likely been tasked with furthering just such a goal, according to the tech analyst, Jack Gold. Lip-Buā¦
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The Hot Take: More and more ASICs coming to market! Nvidia only has so much longer to price gouge with funneling it all to Ai.
South Korean AI chipmaker Rebellions has expanded its neural processing units (NPUs) across four commercial SK Telecom services, with the infrastructure now processing about 14 million real-time requests and more than 4 billion tokens a day.
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The Hot Take: Neat.
A report says NVIDIA GPUs contain multiple embedded RISC-V cores that handle work outside shader computation, including functions related to graphics-driver execution.
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The Hot Take: Interesting, is the bubble about to pop?
The latest quarterly figures show a recovery in PC graphics shipments, although the improvement is uneven across the market. Published on September 3, the report puts second-quarter 2026 shipments at 75.
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The Hot Take: Broadcom making bank from Ai ASICs? Is Nvidia's domination of the Ai market about to slip?
Broadcom's third quarter, ended August 2, 2026, is the point at which custom AI silicon stopped being an adjacent product line and became the shape of the company. Revenue reached US$29.6 billion, up 86% from a year earlier and 33% from the previous quarter. AI semiconductor revenue of US$16.7 billion ā up 221% year on year, and 54% sequentially ā is now larger than everything Broadcom billed, across every product and both segments, in the same quarter of 2025.
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The Hot Take: Please let GPU prices drop soon....
OpenAI seems to have used its current spate of models that run on NVIDIA GPUs to design the Jalapeno chip, and then paired it with its own Gluon kernel programming language, thereby daring to threaten NVIDIA's legendary CUDA moat. How the tables have turned! The architecture of OpenAI's Jalapeno chip SemiAnalysis has just provided a detailed breakdown of OpenAI's Jalapeno ASIC, describing a somewhat novel architecture that delivers substantial economies of scale. As such, the Jalapeno pairs a single reticle-sized compute die - built on TSMCāsā¦
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The Hot Take: We're entering the twilight zone.
Mini human brains are being grown in labs all over the world. Soon, they could outthink neural networks.
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The Hot Take: That sounds alot like an ASIC...
In AMDās latest bid to upset Nvidia's dominance in AI hardware, the House of Zen has acquired AI chip company Taalas, which bakes model weights directly into silicon in a process that promises to boost inference performance by an order of magnitude or more. The deal, announced at market close on Thursday, appears to be framed in much the same context as Nvidiaās $20 billion licensing deal with Groq last December: make high-performance āpremiumā inference services prized for AI agents, like code assistants, faster and cheaper to run. AMD didnātā¦
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The Hot Take: Still not buying the ARM SoC's are better than discrete system CPUs. We'll have to see how Intel/AMD ACE instructions far against this.
NVIDIA has started using clusters of its own Vera processors to develop future CPUs, GPUs, and AI accelerators. The company says initial electronic design automation testing shows performance improvements of up to 1.
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The Hot Take: Will have to take this with a bit rock of salt until we see the benches and real world performance. Just a price grab or actual performance?
AMD is apparently no longer satisfied with being perceived as a perennial underdog, and is reportedly choosing to make a bold statement by pricing its Helios rackscale solution at a hefty premium to NVIDIA's Rubin. What's more, AMD has reportedly managed to rope in Microsoft as the product's first confirmed client, demonstrating the utility that Helios offers even at its supposedly elevated price point. Futurum believes AMD will price Helios at $5 million to $5.5 million per rack, versus an expected retail price of $3.5 million to $4 millionā¦
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