The bottleneck for AI compute has shifted from compute itself to memory bandwidth and capacity. HBM (High Bandwidth Memory) , as a core component of AI chips, has a 2026 market size of $80B+, but there are only 3 suppliers globally — SK Hynix, Samsung, Micron. This article provides an in-depth analysis of this "memory three kingdoms" battle.
2026 AI compute enters the "rack-scale" era. Single-chip comparisons have receded, and full-rack solutions have become the main battleground. This article provides an in-depth comparison of the five major rack-scale solutions: NVIDIA Rubin NVL72/NVL576, AMD Helios, Groq 3 LPX, AWS Trn3 UltraServer, and Google TPU 8t pod.
May 14, 2026, Intel disclosed in its Q1 earnings report that it has formally cancelled the Falcon Shores single-chip GPU project and confirmed a new rack-scale AI system project named Jaguar Shores to launch in 2027-2028. This is a major strategic adjustment in Intel's AI roadmap. This article provides an in-depth analysis of the reasons and future implications.
LLM inference performance = Algorithm + Software + Hardware. Hardware (H100, B300, Rubin) only determines the theoretical ceiling. Actual inference performance can be improved 5-30× through algorithmic optimization. This article provides a deep analysis of the three major inference optimization technologies: PagedAttention, FlashAttention, and Speculative Decoding.
Apple Silicon is staging a comeback in the AI era. The M3 Ultra in a single Mac Studio packs 192GB unified memory (UMA) and an 80-core GPU, capable of running 70B-200B parameter LLMs locally without quantization. This is a revolution in consumer/workstation-class AI inference. This article provides an in-depth analysis of Apple Silicon's AI advantages, current ecosystem, and future.
In 2026, AMD launched MI400 (CDNA Next) + Helios 72-GPU rack, AMD's flagship solution targeting NVIDIA NVL72. This article analyzes MI400's key specifications, the Helios rack's open interconnect (UALoF) strategy, and a comparison with Rubin R200.
On April 22, 2026, at the Cloud Next conference, Google unveiled TPU 8t + TPU 8i — splitting TPU into two independent product lines for the first time. TPU 8t focuses on training, TPU 8i on inference. This is a key product adjustment as Google responds to the AI inference era.
The NVIDIA Vera Rubin platform is NVIDIA's next-generation flagship computing platform after Blackwell. This article provides an in-depth analysis covering the naming origin, 6-chip packaging, memory subsystem, compute matrix, networking architecture, rack-scale solution, and software ecosystem.
On April 17, 2026, Cerebras Systems formally filed its S-1 prospectus with the SEC, applying to list on Nasdaq, targeting May 2026. This is one of the most significant IPOs in the AI chip industry in 2026. This article provides a deep analysis of Cerebras's finances, strategy, customers, and future.
In Q1 2026, one of the biggest pieces of news in the AI chip industry: NVIDIA acquired Groq for approximately $20 billion in a full acquisition. This means Groq's LPU architecture officially becomes part of NVIDIA's compute landscape, complementing GPUs. This article analyzes the strategic significance of this acquisition in detail.