Transformer Efficiency Needs 1000× Gains, Not Specialized Silicon
.@NextSilicon's Elad Raz tells me specialized silicon for transformers is not the way to go, since there is still 1000x improvements to be made. Full episode: https://t.co/BPTCuZSjIp https://t.co/Dj6H1QMzYP
Huawei Accelerates Non‑EUV Roadmap, Defying Scaling Limits
Now we know what China's been working on without EUV - as widely expected, Huawei has accelerated other parts of the roadmap. My hot take on Her's Law and Tau scaling: https://t.co/jZ5rsuWizR
Meta Unveils Edge‑optimized Vision Models for Constrained Hardware
I was fortunate to be in the audience for a terrific talk by Meta's Vikas Chandra at the Embedded Vision Summit - here is my summary of Meta's recent work on building models specifically for the constraints of edge hardware: https://t.co/SSNgc6PUnS
Athos Silicon Shifts Strategy for Autonomous Driving Chip
Enjoyed my visit to Athos Silicon a short while back - thanks Charnjiv and François for explaining the change in strategy for your autonomous driving chip: https://t.co/RvcUKRnGF7
Lumai Launches Optical Computer Running Llama, Eyeing Prefill Acceleration
British startup Lumai is productizing its lens-based optical computer. The company has eval systems available now that can run Llama, a first for optical systems, but another potential market could be prefill acceleration: https://t.co/Ks4ZGvorU3
Tenstorrent's Galaxy Blackhole Delivers 350 T/S/U LLM Inference
.@tenstorrent is launching Galaxy Blackhole servers and clusters for fast LLM inference (DeepSeek-671B at up to 350 t/s/u), among other applications - no disaggregation needed, according to @jimkxa: https://t.co/G2yu85tXs2
Tenstorrent Demo Shows Ultra‑fast Video Generation on 256 BlackHole Chips
.@tenstorrent will launch its new gen cluster-scale systems next week, but in the mean time, Jim Keller @jimkxa and Jasmina Vasiljevic @JasminaVas gave me a sneak preview of their video generation demo running on 256 BlackHole chips (spoiler - it's...
Edgecortix AI Chip Evolves From Compiler to NASA‑Qualified Hardware
Had a great conversation with @edgecortix CEO about the interesting details of the company's reconfigurable AI chip. It started out as a compiler licensed to Renesas, but today it's entering its third generation of hardware and space-qualified by Nasa. https://t.co/HbuOiXbTu5
Nvidia's Groq Acquisition Expands AI Hardware Portfolio
Here's a long (but hopefully worth it) story about how the @nvidia-Groq deal came about, the new Groq chip and how it fits into Nvidia's portfolio alongside Vera Rubin, how much of Groq's software stack will be used and what's...
Nvidia and Arm Disrupt Legacy Models in One Week
Last week Nvidia admits its GPUs need help and unveils, with fanfare, a chip from a 10yo startup competitor many had written off. This week Arm breaks its 35yo business model and becomes a merchant silicon provider. What a time...
TinyEngine NPU Expands to Third MCU Family for Sensor Edge
.@TXInstruments has added its home-grown NPU, TinyEngine, to a third MCU family that will go into sensor edge applications. It's not a scaled-down version of the C7, the accelerator in some of TI's bigger processors, which has a DSP component: https://t.co/fZU4XOsdBF
Multi-Physics Design Must Shift Upstream in Workflow
Had fun moderating a very interesting multi-die/multi-physics panel at @Synopsys Converge yesterday with four esteemed expert speakers: Shankar Krishnamoorthy, Asad Khamisy, Raja Swaminathan and Aveek Sarkar. All agreed multi-physics design needs to move upstream in the workflow. https://t.co/Ee6bVVmGLf
Nvidia's Near Groq Deal Validates AI Chip Startups
When Nvidia all-but acquired Groq for a reported $20B, it inadvertently validated the entire AI chip startup landscape (featuring commentary from @vsora_dsp @SambaNovaAI @dMatrix_AI) https://t.co/65Jk6Fe7I5
Ambarella Onboards ISV Partners in Weeks
.@Ambarella_Inc: "We moved ISV's software over in a matter of weeks" The company onboarded new ISV partners extremely quickly, as it evolves its go-to-market strategy to an ecosystem approach. Catch the full episode on the EE Times channel at https://t.co/NbBpWDeyi1...
AxeleraAI Secures Record €250M EU Chip Funding
. @AxeleraAI has raised the biggest semi round in EU history at $250 million. CEO Fabrizio Del Maffeo told me investor confidence in European chip companies is growing, and talked about commercial expansion, a next-gen chip and the startup's 500...