
Tsavorite debuts its OPU (NPU) with $100M in orders, featuring Cuda support, Arm cores, and modular chiplet scalability. continue reading

Cadence has released the ChipStack AI Super Agent, a productivity-boosting automated workflow for front-end chip design and verification. continue reading

Neurophos has raised $110 million to develop exaflop-scale photonic AI chips that use tunable metamaterials to overtop the “power wall” of traditional GPUs. continue reading

Microsoft is deploying its second-generation AI accelerator. The new Maia 200 NPU targets inference, with raw performance similar to that of the Nvidia Blackwell but requiring much less power. Maia only employs Ethernet, compared with other accelerators that employ a different technology for local (scale-up) interconnect. Microsoft has withheld details; its statements indicate that Maia continue reading

The tachyon is a faster-than-light particle, which cannot exist without violating known physics laws. Tachyum is a company promising to perform as well as a CPU, GPU, or NPU, which also shouldn’t be possible. Also threatening its existence, the company sued Cadence in 2022 after finding blocks (IP) licensed from the EDA giant were deficient. continue reading

Joe and Bob discuss Nvidia’s CES disclosures and funding news for AI startups like Etched and Upscale AI, as well as Marvell’s acquisition of XConn. Additionally, they explore OpenAI’s partnership with Cerebras, SiFive gaining access to NVLink, and Global Foundries’ acquisition of Arc from Synopsys. continue reading
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