43 posts
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.
Read the full articleThe Hot Take: Interesting if it happens, the industry is already thing as is with stock.
Micronās Taiwan workers are threatening a strike unless the memory chipmaker agrees to permanent profit sharing as AI profits pile up. According to Reuters, a Taiwanese union representing Micron Technology workers said it could move towards industrial action if the company fails to make a concrete proposal. For those not in the know,Ā Taiwan is a crucial manufacturing centre for Micronās DRAM and high-bandwidth memory chips, which have become particularly tasty commodities thanks to the AI server boom. No strike has been called, andā¦
Read the full articleThe 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.
Read the full articleThe Hot Take: Interesting, we'll see how it affects Debian soon enough.
The voting is over and there is a winner now known in the much-debated Debian General Resolution voting over an AI policy for the Linux distribution...
Read the full articleThe 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¦
Read the full articleThe 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.
Read the full articleThe 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¦
Read the full articleThe Hot Take: Good to hear, and hope it's true.
Intel is back with unusually strong quarterly figures. In the second quarter of 2026, the company generated revenue of around 16.1 billion US dollars, 25 percent more than in the same period last year. According to Intel, this was the strongest revenue growth in more than 15 years. The data-center processor business in particular benefited [ā¦]
Read the full articleThe 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¦
Read the full articleThe Hot Take: I really wonder if this will deflate the Ai bubble even a little bit.
The x86 Ecosystem Advisory Group led by Intel and AMD recently firmed up the AI Compute Extensions (ACE) specification for optimizing x86 for AI computation tasks around matrix multiplication and the like for machine learning workloads. The cross-vendor ACE extension is ultimately a successor to Intel's Advanced Matrix Extensions (AMX). Posted to the GCC mailing list today by Intel engineers are the initial patches in preparing the compiler support for ACE...
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