Eridu May Be
Is AI networking upstart Eridu working on a high radix, waferscale switch ASIC? Maybe. Just maybe. $NVDA $AMD $AVGO $MRVL https://t.co/4337xttDy2
Ayar Labs to Power 2028 AI with Silicon Photonics
How Ayar Labs is going to ramp silicon photonics into the 2028 generation of AI systems. $NVDA $AMD https://t.co/5PdPsFHxqX
Nvidia Considers Optical Circuit Switches for AI Infrastructure
Is Nvidia looking to add optical circuit switches to its AI infrastructure? $NVDA $LITE $COHR https://t.co/IG3DZZ6QcK
SambaNova Claims SN50 Outperforms Nvidia GPUs for AI
SambaNova says its SN50 systems can best the tokenomics of Nvidia GPUs for agentic AI $NVDA $AMD $GOOG $AWS https://t.co/Ut5ZXqsIqZ
Meta's GPU Spend Now Split Between AMD and Nvidia
It looks like Meta is going to spend almost as much money on AMD GPUs as it does for Nvidia GPUs. $META $AMD $NVDA https://t.co/1gQI8giGK1
Meta Secures Access to Millions of Nvidia GPUs
Meta Platforms is getting access to millions of Nvidia GPUs – don’t assume it is buying all of them. $NVDA $META https://t.co/Zvqz4CbFlP
ROM-Etched AI Weights Deliver 50× Performance, Slashing Cost
Taalas etches AI model weights in ROM with big SRAM memory, claims 50X more performance at 1/50th the cost per token with 1/36th the latency of a GPU – at 1/6th the energy. https://t.co/S4eyD94p5X