Autonomous Chip Design Agents Arrive at DAC 2026
July 31, 2026
Synopsys, Cadence and Siemens all announced autonomous chip design agents around DAC 2026. What the 50x claims mean, and why EDA got agent autonomy first.
#nvidia
OpenAI Jalapeño: First Custom AI Inference Chip
June 27, 2026
OpenAI unveiled Jalapeño, its first custom AI chip — an LLM inference ASIC co-designed with Broadcom in nine months to reduce its reliance on Nvidia GPUs.
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.
Cerebras IPO 2026: The $56.4B Nvidia Challenger
April 17, 2026
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.
The Custom AI Chip Race 2026: Big Tech 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: Reasoning for Self-Driving
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.