Inside China’s 3D‑stacked AI chip bet under U.S. export controls
What Changed and Why It Matters A Chinese AI chip startup just emerged from stealth with a simple thesis: win on packaging, not process. The move signals a broader pivot…
Why Founders Are Betting on Custom Chips to Finally Make AI Cheap
What Changed and Why It Matters Founders are moving from chasing bigger models to squeezing cost out of inference. The signal: custom silicon is back—this time purpose-built for AI workloads.…
Inside Qualcomm’s $10B Tenstorrent bet on open, RISC‑V AI chips
What Changed and Why It Matters Multiple outlets report Qualcomm is in talks to acquire Tenstorrent for $8–10B. Qualcomm is reportedly negotiating a takeover of Tenstorrent, an AI chip startup…