Meta-Broadcom MTIA Deal: 1GW of 2nm Custom AI Silicon
April 21, 2026
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.
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Cerebras IPO 2026: The $25B Nvidia Challenger
April 17, 2026
Cerebras targets a $22–25B Nasdaq listing backed by a $10B OpenAI contract. Inside the wafer-scale chip 57x bigger than Nvidia's H100 and what's at stake.
The Custom AI Chip Race in 2026: Meta, Google, Amazon, and Microsoft vs. Nvidia
March 25, 2026
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.
NVIDIA Alpamayo Deep Dive - Open Reasoning Models for Autonomous Vehicles
January 7, 2026
NVIDIA Alpamayo deep dive: open reasoning models for autonomous vehicles, unveiled at CES 2026. Architecture, benchmarks, and physical-AI implications.
How 20B Non-Acquisition Signals the New Shape of AI Consolidation
December 28, 2025
Nvidia's $20B Groq non-acquisition, explained — exclusive-IP licensing replaces traditional M&A in AI consolidation. Strategy, structure, and what comes next.
How GPUs Power the AI Revolution
November 24, 2025
How GPUs power the AI revolution: parallel architectures, tensor cores, CUDA, ROCm, and why thousands of lightweight cores crushed CPUs for matrix workloads.