
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

The Cadence Tensilica HiFi IQ is a high-performance, sixth-generation audio DSP designed to handle classical signal processing and modern AI workloads. Built on the Xtensa LX8 architecture, it offers a leap in AI throughput and energy efficiency, suiting it to chips for high-end automotive infotainment systems. continue reading

Mike Demler joins Bob and Joe to discuss AI-chip juggernaut Nvidia rapturing key Groq staff and licensing the struggling startup’s innovative NPU technology. continue reading

In light of rising DRAM prices, we’re updating this article from June. As of late 2025, server DRAM prices are surging. Memory makers are prioritizing higher-margin HBM for AI accelerators over DDR5. Consequently, DDR5 DIMMs are perhaps the largest and fastest-rising component costs of a server. At the same time, OEMs are passing these cost continue reading
Amazon AMD Arm auto Broadcom business Cerebras Ceva consumer CPU data center DPU DSP edge AI embedded FPGA Google GPU Imagination industrial Intel interconnect Marvell MCU MediaTek Meta MEXT Microsoft MLPerf NPU (AI accelerator) Nvidia NXP OpenAI PC process tech Qualcomm Renesas RISC-V SambaNova Semidynamics SiFive smartphone SoftBank software Tenstorrent