• Meta Bares MTIA Roadmap, Accelerates NPU Development

    picture of an MTIA-based system

    Tamping down speculation about the viability of its MTIA AI accelerator, Meta has disclosed its roadmap for the NPU family. The company is speeding up the pace at which it introduces new versions, revealing plans to deploy three designs this year and next after recently deploying its third-generation MTIA300. We believe the first MTIA (now continue reading

  • Byrne-Wheeler Report Discusses AI Deals, Broadcom and Nvidia Earnings

    BWR 10 thumbnail: Joe, Bob, some text, a background image

    Joe and Bob discuss deals (Nvidia-Meta, AMD-Meta, Amazon-OpenAI, Nvidia-OpenAI), AI-chip startup funding (MatX, Taalas, HyperAccel, SambaNova, Ayar Labs), and earnings announcements (Nvidia, Broadcom). continue reading

  • New Funding and Chip Whisk SambaNova to its Next Stage

    SambaNova SN50 chip

    Hoary startup SambaNova has closed a $350 million Series E funding round, introduced the SN50 AI accelerator, and signed up SoftBank to deploy the new NPU. Following reports that Intel was considering acquiring the company, which Intel CEO Lip-Bu Tan chairs, the beleaguered giant merely joined the funding round and signed a collaboration agreement. SambaNova continue reading

  • HyperAccel Promises Power Efficiency Gains

    Creative rendering of Bertha NPU

    HyperAccel seeks to displace Nvidia by delivering a lower-cost AI accelerator. Its Bertha 500 promises to double performance while raising power efficiency 12 × compared with a Hopper-generation Nvidia GPU. Based on the company’s latency-processing unit (LPU) architecture, the startup’s NPU achieves these gains through its 90% compute-unit utilization during inference. Bertha’s efficiency is a continue reading

  • Third-Gen Ceva PentaG Targets Satcom and the IoT

    Art conveying global wireless connectivity

    Ceva has begun licensing its third-generation PentaG intellectual property. Available in two configurations, the updated PentaG enables customers without cellular expertise to add 5G connectivity to their designs. The PentaG-NTN works with non-terrestrial networks, and the PentaG-Edge targets customers adding cellular data connectivity to their designs. It’s easy to think that 5G cellular technologies are continue reading

  • Adopting Grace, Meta is Nvidia’s First Major Server-Processor Customer

    Nvidia Grace superchip module

    Meta will deploy Grace-based servers in Nvidia’s first CPU-only deployment, setting a course for a Vera-only deployment and extending Arm’s data-center success. continue reading

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