# sources

node_name: AMD MI300X Memory-Moat Inference Strategy
created_at: 2026-04-11 17:29:09
url:
https://newsletter.semianalysis.com/p/amd-vs-nvidia-inference-benchmark-who-wins-performance-cost-per-million-tokens

title:
newsletter.semianalysis.com: Amd vs nvidia inference benchmark who wins performance cost per million tokens


node_name: Training vs Inference Hardware Bifurcation
created_at: 2026-04-11 17:29:09
url:
https://techticker.fyi/ai-inference-vs-training-chips-the-critical-200b-split-every-investor-must-understand-in-2026/

title:
techticker.fyi: Ai inference vs training chips the critical 200b split every investor must understand in 2026


title: repost.aws: Get the latest on aws ai chips from re invent 2024
node_name: AWS Trainium-Inferentia Custom Silicon Program
created_at: 2026-04-11 17:29:09
url:
https://repost.aws/articles/ARuhbPQliOSqKn74zJpGmMYQ/get-the-latest-on-aws-ai-chips-from-re-invent-2024


node_name: AMD MI350X Chiplet Memory Supremacy
created_at: 2026-04-11 17:29:09
url:
https://wccftech.com/amd-instinct-mi350-mi355x-launched-3nm-185-billion-transistors-288-gb-hbm3e-fp4-fp6-2-2x-faster-blackwell-b200/

title:
wccftech.com: Amd instinct mi350 mi355x launched 3nm 185 billion transistors 288 gb hbm3e fp4 fp6 2 2x faster blackwell b200


node_name: AMD MI350X Chiplet Memory Supremacy
created_at: 2026-04-11 17:29:09
url:
https://www.tomshardware.com/pc-components/gpus/amd-announces-mi350x-and-mi355x-ai-gpus-claims-up-to-4x-generational-gain-up-to-35x-faster-inference-performance

title:
tomshardware.com: Amd announces mi350x and mi355x ai gpus claims up to 4x generational gain up to 35x faster inference performance


title: medium.com: Groqs deterministic architecture is rewriting the physics of ai inference bb132675dce4
node_name: Groq LPU Deterministic SRAM Architecture
created_at: 2026-04-11 17:29:09
url:
https://medium.com/the-low-end-disruptor/groqs-deterministic-architecture-is-rewriting-the-physics-of-ai-inference-bb132675dce4


title: tomshardware.com: Metas mtia chip lineup joins hyperscaler push to replace nvidia at inference
node_name: Meta MTIA Decode-Phase Custom Silicon
created_at: 2026-04-11 17:29:09
url:
https://www.tomshardware.com/tech-industry/semiconductors/metas-mtia-chip-lineup-joins-hyperscaler-push-to-replace-nvidia-at-inference


title: techcommunity.microsoft.com: 4229118
node_name: Microsoft Maia 200 Inference Accelerator
created_at: 2026-04-11 17:29:09
url:
https://techcommunity.microsoft.com/blog/azureinfrastructureblog/inside-maia-100-revolutionizing-ai-workloads-with-microsofts-custom-ai-accelerat/4229118


title: blog.google: Ironwood tpu age of inference
node_name: Google Ironwood TPU v7 Inference Supercomputer
created_at: 2026-04-11 17:29:09
url:
https://blog.google/innovation-and-ai/infrastructure-and-cloud/google-cloud/ironwood-tpu-age-of-inference/


node_name: AMD MI400 CDNA5 HBM4 Architecture
created_at: 2026-04-11 17:29:09
url:
https://www.tweaktown.com/news/105758/amds-next-gen-instinct-mi400-gpu-confirmed-rocks-432gb-of-hbm4-at-19-6tb-sec-ready-for-2026/

title:
tweaktown.com: Amds next gen instinct mi400 gpu confirmed rocks 432gb of hbm4 at 19 6tb sec ready for 2026


title: amd.com: Amd instinct mi350 series and beyond accelerating the future of ai and hpc
node_name: AMD MI400 CDNA5 HBM4 Architecture
created_at: 2026-04-11 17:29:09
url:
https://www.amd.com/en/blogs/2025/amd-instinct-mi350-series-and-beyond-accelerating-the-future-of-ai-and-hpc.html


node_name: AMD MI400 CDNA5 HBM4 Architecture
created_at: 2026-04-11 17:29:09
url:
https://www.techradar.com/pro/amd-gets-ready-for-nvidias-vera-rubin-and-2026-with-432gb-mi400-gpu-monster-paired-with-256-core-epyc-venice-and-i-cant-wait-to-see-the-sparks-fly

title:
techradar.com: Amd gets ready for nvidias vera rubin and 2026 with 432gb mi400 gpu monster paired with 256 core epyc venice and i cant wait to see the sparks fly


node_name: Cerebras WSE-3 Wafer-Scale On-Chip SRAM Engine
created_at: 2026-04-11 17:29:09
url:
https://armdevices.net/2025/11/27/cerebras-cs-3-wafer-scale-million-core-ai-chip-25kw-wse-3-125-pflops-inference-engine-tsunami-hpc/

title:
armdevices.net: Cerebras cs 3 wafer scale million core ai chip 25kw wse 3 125 pflops inference engine tsunami hpc


title: newsroom.intel.com: Intel gaudi 3 expands availability drive ai innovation scale
node_name: Intel Gaudi 3 Value-Tier AI Accelerator
created_at: 2026-04-11 17:29:09
url:
https://newsroom.intel.com/artificial-intelligence/intel-gaudi-3-expands-availability-drive-ai-innovation-scale


title: news.skhynix.com: Sk hynix completes worlds first hbm4 development and readies mass production
node_name: HBM4 Supply Chokepoint and Memory Supercycle
created_at: 2026-04-11 17:29:09
url:
https://news.skhynix.com/sk-hynix-completes-worlds-first-hbm4-development-and-readies-mass-production/


node_name: HBM4 Supply Chokepoint and Memory Supercycle
created_at: 2026-04-11 17:29:09
url:
https://www.notebookcheck.net/Nvidia-may-raise-prices-as-it-pays-Samsung-double-for-future-HBM4-AI-memory-modules-with-3-3-TB-s-bandwidth.1172580.0.html

title:
notebookcheck.net: Nvidia may raise prices as it pays Samsung double for future HBM4 AI memory modules with 3 3 TB s bandwidth.1172580.0


node_name: Tenstorrent RISC-V AI IP Democratization Model
created_at: 2026-04-11 17:29:09
url:
https://tenstorrent.com/en/vision/tenstorrent-risc-v-and-chiplet-technology-selected-to-build-the-future-of-ai-in-japan

title:
tenstorrent.com: Tenstorrent risc v and chiplet technology selected to build the future of ai in japan


node_name: Scale-Up vs Scale-Out AI Cluster Architecture
created_at: 2026-04-11 17:29:09
url:
https://www.delloro.com/news/ethernet-more-than-doubles-size-of-infiniband-as-the-leading-fabric-for-ai-scale-out-networks-in-2025/

title:
delloro.com: Ethernet more than doubles size of infiniband as the leading fabric for ai scale out networks in 2025


title: techblog.comsoc.org: Nvidias networking solutions give it an edge over competitive ai chip makers
node_name: NVIDIA InfiniBand Networking Empire
created_at: 2026-04-11 17:29:09
url:
https://techblog.comsoc.org/2025/08/06/nvidias-networking-solutions-give-it-an-edge-over-competitive-ai-chip-makers/


title: developer.nvidia.com: Introducing nvfp4 for efficient and accurate low precision inference
node_name: MX Microscaling Precision War (MXFP4 vs NVFP4)
created_at: 2026-04-11 17:29:09
url:
https://developer.nvidia.com/blog/introducing-nvfp4-for-efficient-and-accurate-low-precision-inference/


node_name: Ultra Ethernet Consortium Open AI Networking
created_at: 2026-04-11 17:29:09
url:
https://techblog.comsoc.org/2025/01/04/networking-chips-and-modules-for-ai-data-centers-infiniband-ultra-ethernet-optical-connections/

title:
techblog.comsoc.org: Networking chips and modules for ai data centers infiniband ultra ethernet optical connections


title: tomshardware.com: Intel launches gaudi 3 accelerator for ai slower than h100 but also cheaper
node_name: Intel Gaudi 3 CUDA-Gap Commercial Failure
created_at: 2026-04-11 17:29:09
url:
https://www.tomshardware.com/tech-industry/artificial-intelligence/intel-launches-gaudi-3-accelerator-for-ai-slower-than-h100-but-also-cheaper


title: developer.nvidia.com: Inside the nvidia rubin platform six new chips one ai supercomputer
node_name: NVIDIA Vera Rubin Architecture (2026)
created_at: 2026-04-11 17:29:09
url:
https://developer.nvidia.com/blog/inside-the-nvidia-rubin-platform-six-new-chips-one-ai-supercomputer/


title: storagereview.com: Nvidia launches vera rubin architecture at ces 2026 the vr nvl72 rack
node_name: NVIDIA Vera Rubin Architecture (2026)
created_at: 2026-04-11 17:29:09
url:
https://www.storagereview.com/news/nvidia-launches-vera-rubin-architecture-at-ces-2026-the-vr-nvl72-rack


title: azure.microsoft.com: Azure maia for the era of ai from silicon to software to systems
node_name: Microsoft Azure Maia OpenAI-Coupled Inference Chip
created_at: 2026-04-11 17:29:09
url:
https://azure.microsoft.com/en-us/blog/azure-maia-for-the-era-of-ai-from-silicon-to-software-to-systems/


title: datacenterdynamics.com: Microsoft delays production of maia 100 ai chip to 2026 report
node_name: Microsoft Azure Maia OpenAI-Coupled Inference Chip
created_at: 2026-04-11 17:29:09
url:
https://www.datacenterdynamics.com/en/news/microsoft-delays-production-of-maia-100-ai-chip-to-2026-report/


node_name: OpenAI "Titan" ASIC Inference Program
created_at: 2026-04-11 17:29:09
url:
https://www.trendforce.com/news/2026/01/15/news-openai-reportedly-to-deploy-custom-ai-chip-on-tsmc-n3-by-end-2026-second-gen-planned-for-a16/

title:
trendforce.com: News openai reportedly to deploy custom ai chip on tsmc n3 by end 2026 second gen planned for a16


node_name: OpenAI "Titan" ASIC Inference Program
created_at: 2026-04-11 17:29:09
url:
https://markets.financialcontent.com/stocks/article/marketminute-2025-9-30-openais-custom-ai-chip-initiative-broadcom-and-tsmc-forge-a-new-era-in-ai-hardware

title:
markets.financialcontent.com: Marketminute 2025 9 30 openais custom ai chip initiative broadcom and tsmc forge a new era in ai hardware


node_name: Broadcom ASIC Design Services Monopoly
created_at: 2026-04-11 17:29:09
url:
https://markets.financialcontent.com/wral/article/tokenring-2026-2-2-broadcoms-custom-ai-silicon-boom-beyond-the-google-tpu

title:
markets.financialcontent.com: Tokenring 2026 2 2 broadcoms custom ai silicon boom beyond the google tpu


title: tomshardware.com: Microsofts own ai chip delayed six months in major setback
node_name: Microsoft Maia ASIC Organizational Failure
created_at: 2026-04-11 17:29:09
url:
https://www.tomshardware.com/tech-industry/semiconductors/microsofts-own-ai-chip-delayed-six-months-in-major-setback


node_name: Model-Hardware Co-Design Feedback Loop
created_at: 2026-04-11 17:29:09
url:
https://markets.financialcontent.com/wral/article/tokenring-2025-12-25-openai-and-broadcom-finalize-10-gw-custom-silicon-roadmap-for-2026-launch

title:
markets.financialcontent.com: Tokenring 2025 12 25 openai and broadcom finalize 10 gw custom silicon roadmap for 2026 launch


title: nextplatform.com: How qualcomm can compete with nvidia for datacenter ai inference
node_name: Qualcomm AI200 Performance-Per-Watt Inference Wedge
created_at: 2026-04-11 17:29:09
url:
https://www.nextplatform.com/2025/10/28/how-qualcomm-can-compete-with-nvidia-for-datacenter-ai-inference/


title: siliconangle.com: Qualcomms ai200 turns heat nvidia puts inference economics spotlight
node_name: Qualcomm AI200 Performance-Per-Watt Inference Wedge
created_at: 2026-04-11 17:29:09
url:
https://siliconangle.com/2025/10/27/qualcomms-ai200-turns-heat-nvidia-puts-inference-economics-spotlight/


node_name: AWS Trainium3/NeuronSDK Vertical Integration Strategy
created_at: 2026-04-11 17:29:09
url:
https://siliconcanals.com/j-amazon-just-gave-companies-a-reason-to-ditch-nvidia-its-called-trainium3-and-its-cheaper-than-you-think/

title:
siliconcanals.com: J amazon just gave companies a reason to ditch nvidia its called trainium3 and its cheaper than you think


node_name: NVLink Fusion "Embrace, Extend, Co-opt" Strategy
created_at: 2026-04-11 17:29:09
url:
https://www.servethehome.com/nvidia-announces-nvlink-fusion-bringing-nvlink-to-third-party-cpus-and-accelerators/

title:
servethehome.com: Nvidia announces nvlink fusion bringing nvlink to third party cpus and accelerators


title: servethehome.com: Ualink will be the nvlink standard backed by amd intel broadcom cisco and more
node_name: UALink (Ultra Accelerator Link) Open Consortium
created_at: 2026-04-11 17:29:09
url:
https://www.servethehome.com/ualink-will-be-the-nvlink-standard-backed-by-amd-intel-broadcom-cisco-and-more/


title: blocksandfiles.com: The ultra accelerator link consortium has released its first spec
node_name: UALink (Ultra Accelerator Link) Open Consortium
created_at: 2026-04-11 17:29:09
url:
https://blocksandfiles.com/2025/04/09/the-ultra-accelerator-link-consortium-has-released-its-first-spec/


node_name: Cerebras WSE-3 Wafer-Scale Anti-Chiplet Architecture
created_at: 2026-04-11 17:29:09
url:
https://www.servethehome.com/cerebras-wse-3-ai-chip-launched-56x-larger-than-nvidia-h100-vertiv-supermicro-hpe-qualcomm/

title:
servethehome.com: Cerebras wse 3 ai chip launched 56x larger than nvidia h100 vertiv supermicro hpe qualcomm


title: medium.com: How cerebras made inference 3x faster the innovation behind the speed 181e5264925a
node_name: Cerebras WSE-3 Wafer-Scale Anti-Chiplet Architecture
created_at: 2026-04-11 17:29:09
url:
https://medium.com/@aiintransit/how-cerebras-made-inference-3x-faster-the-innovation-behind-the-speed-181e5264925a


title: medium.com: Six ai chips in two years inside metas blazing fast mtia architecture 89ad165d80a4
node_name: Meta MTIA Rapid-Cadence Inference Chip Program
created_at: 2026-04-11 17:29:09
url:
https://medium.com/@santhosraj14/six-ai-chips-in-two-years-inside-metas-blazing-fast-mtia-architecture-89ad165d80a4


node_name: Ultra Ethernet Consortium Scale-Out Networking Insurgency
created_at: 2026-04-11 17:29:09
url:
https://oarjst.com/content/ultra-ethernet-vs-infiniband-aiml-clusters-comparative-study-performance-cost-and-ecosystem

title:
oarjst.com: Ultra ethernet vs infiniband aiml clusters comparative study performance cost and ecosystem


node_name: AWS Trainium2 Project Rainier Vertical Silicon Stack
created_at: 2026-04-11 17:29:09
url:
https://techcrunch.com/2024/12/03/aws-trainium2-chips-for-building-llms-are-now-generally-available-with-trainium3-coming-in-late-2025/

title:
techcrunch.com: Aws trainium2 chips for building llms are now generally available with trainium3 coming in late 2025


node_name: Intel Gaudi 3 CUDA Lock-In Casualty
created_at: 2026-04-11 17:29:09
url:
https://www.trendforce.com/news/2024/10/07/news-intel-may-cut-gaudi-3s-2025-shipment-target-by-30-raising-concerns-for-tsmc-ase-and-alchip/

title:
trendforce.com: News intel may cut gaudi 3s 2025 shipment target by 30 raising concerns for tsmc ase and alchip


title: techtarget.com: Intel beats expectations but AI chip Gaudi disappoints
node_name: Intel Gaudi 3 CUDA Lock-In Casualty
created_at: 2026-04-11 17:29:09
url:
https://www.techtarget.com/searchdatacenter/news/366614883/Intel-beats-expectations-but-AI-chip-Gaudi-disappoints


title: sdxcentral.com: Ualink consortium releases 200g 10 specification for ai accelerator interconnects
node_name: UALink Open Interconnect Standard
created_at: 2026-04-11 17:29:09
url:
https://www.sdxcentral.com/news/ualink-consortium-releases-200g-10-specification-for-ai-accelerator-interconnects/


title: techtarget.com: Intel beats expectations but AI chip Gaudi 3 disappoints
node_name: Intel Gaudi 3 Strategic Collapse
created_at: 2026-04-11 17:29:09
url:
https://www.techtarget.com/searchdatacenter/news/366614883/Intel-beats-expectations-but-AI-chip-Gaudi-3-disappoints


node_name: Intel Gaudi 3 Strategic Collapse
created_at: 2026-04-11 17:29:09
url:
https://semiwiki.com/forum/threads/intel-says-it-won%E2%80%99t-compete-with-nvidia-in-ai-market-shifts-focus-towards-bringing-cost-effective-ai-solutions-with-gaudi-3.21257/

title:
semiwiki.com: Intel says it won%E2%80%99t compete with nvidia in ai market shifts focus towards bringing cost effective ai solutions with gaudi 3


title: nextplatform.com: Cerebras inks transformative 10 billion inference deal with openai
node_name: Cerebras WSE-3 Wafer-Scale Inference Architecture
created_at: 2026-04-11 17:29:09
url:
https://www.nextplatform.com/2026/01/15/cerebras-inks-transformative-10-billion-inference-deal-with-openai/


node_name: NVIDIA NVLink Fusion Ecosystem Judo Strategy
created_at: 2026-04-11 17:29:09
url:
https://markets.financialcontent.com/stocks/article/marketminute-2026-3-31-nvidias-2-billion-bet-on-marvell-the-birth-of-the-nvlink-fusion-era

title:
markets.financialcontent.com: Marketminute 2026 3 31 nvidias 2 billion bet on marvell the birth of the nvlink fusion era


title: ainvest.com: Nvidia nvlink fusion reinventing ai infrastructure moat fractured world 2505
node_name: NVIDIA NVLink Fusion Ecosystem Judo Strategy
created_at: 2026-04-11 17:29:09
url:
https://www.ainvest.com/news/nvidia-nvlink-fusion-reinventing-ai-infrastructure-moat-fractured-world-2505/


node_name: AI Datacenter Power Wall
created_at: 2026-04-11 17:29:09
url:
https://blog.se.com/datacenter/2026/04/09/building-ai-factories-why-integrated-power-and-liquid-cooling-systems-are-critical-for-high-density-ai-data-centers/

title:
blog.se.com: Building ai factories why integrated power and liquid cooling systems are critical for high density ai data centers


title: groq.com: Groq and nvidia enter non exclusive inference technology licensing agreement
node_name: NVIDIA-Groq Acqui-Hire Inference Defense
created_at: 2026-04-11 17:29:09
url:
https://groq.com/newsroom/groq-and-nvidia-enter-non-exclusive-inference-technology-licensing-agreement


title: cnbc.com: Nvidia buying ai chip startup groq for about 20 billion biggest deal
node_name: NVIDIA-Groq Acqui-Hire Inference Defense
created_at: 2026-04-11 17:29:09
url:
https://www.cnbc.com/2025/12/24/nvidia-buying-ai-chip-startup-groq-for-about-20-billion-biggest-deal.html


node_name: Intel Gaudi 3 Market Failure Mechanism
created_at: 2026-04-11 17:29:09
url:
https://www.financialcontent.com/article/tokenring-2025-11-6-the-ai-chip-showdown-intels-gaudi-accelerators-challenge-nvidias-h-series-dominance

title:
financialcontent.com: Tokenring 2025 11 6 the ai chip showdown intels gaudi accelerators challenge nvidias h series dominance


title: groundy.com: Prefill decode disaggregation the architecture shift redefining llm serving at scale
node_name: Prefill-Decode Disaggregation Architecture
created_at: 2026-04-11 17:29:09
url:
https://groundy.com/articles/prefill-decode-disaggregation-the-architecture-shift-redefining-llm-serving-at-scale/


title: hpcwire.com: Aws brings the trainium3 chip to market with new ec2 ultraservers
node_name: AWS Trainium Closed-Loop Training Strategy
created_at: 2026-04-11 17:29:09
url:
https://www.hpcwire.com/aiwire/2025/12/03/aws-brings-the-trainium3-chip-to-market-with-new-ec2-ultraservers/


title: techcrunch.com: Amazon releases an impressive new ai chip and teases a nvidia friendly roadmap
node_name: AWS Trainium Closed-Loop Training Strategy
created_at: 2026-04-11 17:29:09
url:
https://techcrunch.com/2025/12/02/amazon-releases-an-impressive-new-ai-chip-and-teases-a-nvidia-friendly-roadmap/


title: networkworld.com: Microsoft launches its second generation ai inference chip maia 200
node_name: Microsoft Maia 200 Inference Architecture
created_at: 2026-04-11 17:29:09
url:
https://www.networkworld.com/article/4122439/microsoft-launches-its-second-generation-ai-inference-chip-maia-200.html


node_name: Microsoft Maia 200 Inference Architecture
created_at: 2026-04-11 17:29:09
url:
https://semiwiki.com/forum/threads/intel-foundry-reportedly-secures-contract-to-build-microsofts-maia-2-next-gen-ai-processor-on-18a-18a-p-node.23844/

title:
semiwiki.com: Intel foundry reportedly secures contract to build microsofts maia 2 next gen ai processor on 18a 18a p node


title: developer.nvidia.com: An introduction to speculative decoding for reducing latency in ai inference
node_name: Speculative Decoding EAGLE-3 Latency Halving
created_at: 2026-04-11 17:29:09
url:
https://developer.nvidia.com/blog/an-introduction-to-speculative-decoding-for-reducing-latency-in-ai-inference/


title: proceedings.iclr.cc: B36554b97da741b1c48c9de05c73993e Paper Conference
node_name: Speculative Decoding EAGLE-3 Latency Halving
created_at: 2026-04-11 17:29:09
url:
https://proceedings.iclr.cc/paper_files/paper/2025/file/b36554b97da741b1c48c9de05c73993e-Paper-Conference.pdf


title: aws.amazon.com: P eagle faster llm inference with parallel speculative decoding in vllm
node_name: Speculative Decoding Draft-Verify Mechanism
created_at: 2026-04-11 17:29:09
url:
https://aws.amazon.com/blogs/machine-learning/p-eagle-faster-llm-inference-with-parallel-speculative-decoding-in-vllm/


node_name: Model Quantization Precision Economics
created_at: 2026-04-11 17:29:09
url:
https://uplatz.com/blog/the-quantization-horizon-navigating-the-transition-to-int4-fp4-and-sub-2-bit-architectures-in-large-language-models/

title:
uplatz.com: The quantization horizon navigating the transition to int4 fp4 and sub 2 bit architectures in large language models


node_name: Microsoft Maia 200 Inference-Optimized Silicon
created_at: 2026-04-11 17:29:09
url:
https://www.tomshardware.com/pc-components/cpus/microsoft-introduces-newest-in-house-ai-chip-maia-200-is-faster-than-other-bespoke-nvidia-competitors-built-on-tsmc-3nm-with-216gb-of-hbm3e

title:
tomshardware.com: Microsoft introduces newest in house ai chip maia 200 is faster than other bespoke nvidia competitors built on tsmc 3nm with 216gb of hbm3e


node_name: AMD Hardware Superiority Paradox
created_at: 2026-04-11 17:29:09
url:
https://thamizhelango.medium.com/why-rocm-continues-to-trail-cuda-a-comprehensive-technical-analysis-7570c96ed090

title:
thamizhelango.medium.com: Why rocm continues to trail cuda a comprehensive technical analysis 7570c96ed090


title: foro3d.com: Anthropic acquires nearly a million google tpu v7 ironwood accelerators
node_name: Google TPU External Commercialization Pivot
created_at: 2026-04-11 17:29:09
url:
https://foro3d.com/en/2026/january/anthropic-acquires-nearly-a-million-google-tpu-v7-ironwood-accelerators.html


title: domain-b.com: Google meta team up on torchtpu as nvidia faces 5 trillion market test
node_name: Google TPU External Commercialization Pivot
created_at: 2026-04-11 17:29:09
url:
https://www.domain-b.com/technology/artificial-intelligence/google-meta-team-up-on-torchtpu-as-nvidia-faces-5-trillion-market-test


node_name: Intel Gaudi Software-Defined Failure
created_at: 2026-04-11 17:29:09
url:
https://www.tomshardware.com/tech-industry/artificial-intelligence/intel-says-it-will-miss-its-ai-goals-with-gaudi-3-unbaked-software-leaves-intels-usd500-million-ai-goal-unachievable-as-competitors-rake-in-billions

title:
tomshardware.com: Intel says it will miss its ai goals with gaudi 3 unbaked software leaves intels usd500 million ai goal unachievable as competitors rake in billions


title: techcommunity.microsoft.com: 4489312
node_name: Microsoft Maia 200 Custom Inference Silicon
created_at: 2026-04-11 17:29:09
url:
https://techcommunity.microsoft.com/blog/azureinfrastructureblog/deep-dive-into-the-maia-200-architecture/4489312


node_name: DeepSeek-AMD Memory Resonance Effect
created_at: 2026-04-11 17:29:09
url:
https://moreh.io/technical-report/21k-output-tokens-per-second-deepseek-inference-on-amd-instinct-mi300x-gpus-with-expert-parallelism-251113/

title:
moreh.io: 21k output tokens per second deepseek inference on amd instinct mi300x gpus with expert parallelism 251113


title: techcommunity.microsoft.com: 4407673
node_name: DeepSeek-AMD Memory Resonance Effect
created_at: 2026-04-11 17:29:09
url:
https://techcommunity.microsoft.com/blog/azure-ai-foundry-blog/accelerating-deepseek-inference-with-amd-mi300-a-collaborative-breakthrough/4407673


node_name: Meta MTIA Iris Silicon Sovereignty Program
created_at: 2026-04-11 17:29:09
url:
https://markets.chroniclejournal.com/chroniclejournal/article/tokenring-2026-2-5-silicon-sovereignty-meta-charges-into-2026-with-iris-mtia-rollout-and-rapid-custom-chip-roadmap

title:
markets.chroniclejournal.com: Tokenring 2026 2 5 silicon sovereignty meta charges into 2026 with iris mtia rollout and rapid custom chip roadmap


title: networkworld.com: Inflection ai shifts to intel gaudi 3 challenging nvidias ai chip lead
node_name: Intel Gaudi 3 Open Ecosystem Price Disruptor
created_at: 2026-04-11 17:29:09
url:
https://www.networkworld.com/article/3551903/inflection-ai-shifts-to-intel-gaudi-3-challenging-nvidias-ai-chip-lead.html


title: blogs.nvidia.com: Blackwell platform water efficiency liquid cooling data centers ai factories
node_name: NVIDIA Blackwell Power Density Regime
created_at: 2026-04-11 17:29:09
url:
https://blogs.nvidia.com/blog/blackwell-platform-water-efficiency-liquid-cooling-data-centers-ai-factories/


title: hpcwire.com: Everyone except nvidia forms ultra accelerator link ualink consortium
node_name: UALink Open Accelerator Interconnect Consortium
created_at: 2026-04-11 17:29:09
url:
https://www.hpcwire.com/2024/05/30/everyone-except-nvidia-forms-ultra-accelerator-link-ualink-consortium/


node_name: HBM Oligopoly Shared Supply Bottleneck
created_at: 2026-04-11 17:29:09
url:
https://www.trendforce.com/news/2025/12/24/news-samsung-sk-hynix-reportedly-plan-20-hbm3e-price-hike-for-2026-as-nvidia-h200-asic-demand-rises/

title:
trendforce.com: News samsung sk hynix reportedly plan 20 hbm3e price hike for 2026 as nvidia h200 asic demand rises


title: notebookcheck.net: SK hynix sells out its DRAM NAND and HBM chip supply to Nvidia through 2026
node_name: HBM Oligopoly Shared Supply Bottleneck
created_at: 2026-04-11 17:29:09
url:
https://www.notebookcheck.net/SK-hynix-sells-out-its-DRAM-NAND-and-HBM-chip-supply-to-Nvidia-through-2026


title: cloud.google.com: Performance per dollar of gpus and tpus for ai inference
node_name: Google TPU Captive Economics
created_at: 2026-04-11 17:29:09
url:
https://cloud.google.com/blog/products/compute/performance-per-dollar-of-gpus-and-tpus-for-ai-inference


title: 247wallst.com: Amazons power move making ai profitable by bringing it in house
node_name: Amazon Silicon Adoption Paradox
created_at: 2026-04-11 17:29:09
url:
https://247wallst.com/investing/2026/02/28/amazons-power-move-making-ai-profitable-by-bringing-it-in-house/


title: zircon.tech: Aws ai infrastructure inferentia2 vs trainium vs gpu for production workloads
node_name: Amazon Silicon Adoption Paradox
created_at: 2026-04-11 17:29:09
url:
https://zircon.tech/blog/aws-ai-infrastructure-inferentia2-vs-trainium-vs-gpu-for-production-workloads/


title: campustechnology.com: Microsoft unveils maia 200 inference chip to cut ai serving costs
node_name: Microsoft Maia 200 Inference Chip
created_at: 2026-04-11 17:29:09
url:
https://campustechnology.com/articles/2026/02/05/microsoft-unveils-maia-200-inference-chip-to-cut-ai-serving-costs.aspx


title: computerweekly.com: AMD pushes for open ecosystem to challenge Cuda dominance
node_name: ROCm Path Dependency Trap
created_at: 2026-04-11 17:29:09
url:
https://www.computerweekly.com/news/366634953/AMD-pushes-for-open-ecosystem-to-challenge-Cuda-dominance


node_name: Trainium4 NVLink Fusion Co-optition Strategy
created_at: 2026-04-11 17:29:09
url:
https://developer.nvidia.com/blog/aws-integrates-ai-infrastructure-with-nvidia-nvlink-fusion-for-trainium4-deployment/

title:
developer.nvidia.com: Aws integrates ai infrastructure with nvidia nvlink fusion for trainium4 deployment


node_name: Google Ironwood TPU v7
created_at: 2026-04-11 17:29:09
url:
https://www.ainvest.com/news/google-tpu-merchant-play-validates-ai-infrastructure-moat-anthropic-orders-1-million-units-2603/

title:
ainvest.com: Google tpu merchant play validates ai infrastructure moat anthropic orders 1 million units 2603


node_name: Trump AI Chip Revenue Tax
created_at: 2026-04-11 17:29:09
url:
https://markets.financialcontent.com/wral/article/marketminute-2025-9-13-us-export-controls-tighten-grip-on-amd-forcing-strategic-shift-and-costly-adjustments

title:
markets.financialcontent.com: Marketminute 2025 9 13 us export controls tighten grip on amd forcing strategic shift and costly adjustments


node_name: Intel Gaudi3 Software Moat Validation
created_at: 2026-04-11 17:29:09
url:
https://fortune.com/2025/01/31/intels-ai-dreams-slip-further-out-of-reach-as-it-cancels-its-big-data-center-gpu-hope-falcon-shores/

title:
fortune.com: Intels ai dreams slip further out of reach as it cancels its big data center gpu hope falcon shores


title: tomshardware.com: Intel cancels falcon shores gpu for ai workloads jaguar shores to be successor
node_name: Intel Gaudi3 Software Moat Validation
created_at: 2026-04-11 17:29:09
url:
https://www.tomshardware.com/tech-industry/artificial-intelligence/intel-cancels-falcon-shores-gpu-for-ai-workloads-jaguar-shores-to-be-successor


title: videocardz.com: Nvidia vera rubin nvl72 detailed 72 gpus 36 cpus 260 tb s scale up bandwidth
node_name: NVIDIA Vera Rubin NVL72 Memory Aggregation Defense
created_at: 2026-04-11 17:29:09
url:
https://videocardz.com/newz/nvidia-vera-rubin-nvl72-detailed-72-gpus-36-cpus-260-tb-s-scale-up-bandwidth


node_name: NVIDIA Vera Rubin NVL72 Memory Aggregation Defense
created_at: 2026-04-11 17:29:09
url:
https://www.tomshardware.com/pc-components/gpus/nvidias-vera-rubin-platform-in-depth-inside-nvidias-most-complex-ai-and-hpc-platform-to-date

title:
tomshardware.com: Nvidias vera rubin platform in depth inside nvidias most complex ai and hpc platform to date


title: datacenterknowledge.com: 2026 predictions ai sparks data center power revolution
node_name: AI Data Center Power Capacity Wall
created_at: 2026-04-11 17:29:09
url:
https://www.datacenterknowledge.com/operations-and-management/2026-predictions-ai-sparks-data-center-power-revolution


title: naddod.medium.com: Deep dive into nvidia groq 3 lpu a new choice for ai inference 76eaea45bedf
node_name: Groq LPU NVIDIA Acquisition
created_at: 2026-04-11 17:29:09
url:
https://naddod.medium.com/deep-dive-into-nvidia-groq-3-lpu-a-new-choice-for-ai-inference-76eaea45bedf


title: cloud.google.com: Introducing cloud tpu v5p and ai hypercomputer
node_name: Google TPU XLA Ecosystem Lock-in
created_at: 2026-04-11 17:29:09
url:
https://cloud.google.com/blog/products/ai-machine-learning/introducing-cloud-tpu-v5p-and-ai-hypercomputer


title: anysilicon.com: Openai moves into chip design with broadcom as mass production targeted for 2026
node_name: OpenAI Titan Custom Inference ASIC
created_at: 2026-04-11 17:29:09
url:
https://anysilicon.com/openai-moves-into-chip-design-with-broadcom-as-mass-production-targeted-for-2026/


node_name: Inference-as-a-Service Commodity Layer
created_at: 2026-04-11 17:29:09
url:
https://blog.gopenai.com/the-token-arbitrage-groq-vs-deepinfra-vs-cerebras-vs-fireworks-vs-hyperbolic-2025-benchmark-ccd3c2720cc8

title:
blog.gopenai.com: The token arbitrage groq vs deepinfra vs cerebras vs fireworks vs hyperbolic 2025 benchmark ccd3c2720cc8


