Year: 2025
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DeepSeek-R1 Resets AI-Development Expectations
DeepSeek-R1 slipped into the world on January 20, a day before Sam Altman and friends kicked off his Stargate OPM incinerator. DeepSeek soon overshadowed Stargate, playing down its costs while Stargate did the opposite. Nvidia’s stock tumbled on the belief that DeepSeek showed significant AI advancements required a tiny fraction of the investment previously assumed.…
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Xsight Labs Develops 800 Gbps DPU That Hosts Linux
Xsight Labs will soon sample the E1 DPU to complement its X2 switch. Although 800 Gbps capable, it runs packets through its 64-core Arm Neoverse cluster. The E1 promises a simple programming model, flexibility, and performance.
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Arm Publishes Chiplet System Architecture Spec
Arm has published the first Chiplet System Architecture (CSA) specification, aiming to accelerate Neoverse adoption. The CSA initiative allows customers to acquire pre-built CPU dies, simplifying complex chip designs. The CSA spec covers interfaces, management, and security, hurdles to widespread merchant chiplet deployment.
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Marvell Structera Transcends CXL Memory Expansion
Marvell’s Structera CXL chips boost memory bandwidth and capacity. Structera A, a DPU with 16 Neoverse-V2 cores, accelerates workloads, while Structera X expands memory capacity and supports dual-host pooling. Sampling now, both accelerate encryption and compression to add security and increase effective memory capacity.
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Intel Will Nix P-Cores and Fall Behind on Single-Thread Performance
Intel will soon only employ only E-cores, a strategy consistent with the view that general-purpose processors’ role is feeding and managing AI accelerators. This will end in disaster for the company.

