AI-designed chips and hardwired models: faster silicon, new moats
What Changed and Why It Matters Inference costs now dominate AI. Power is the bottleneck, not parameters. A new class of chips is attacking both. Edge AI, model-specific silicon, and…
Inside vLLM’s $150M push to make inference a real platform for AI
What Changed and Why It Matters Inferact, founded by the creators and core maintainers of vLLM, has launched with a reported $150M seed round to commercialize the open-source inference engine.…
Why Nvidia’s $150M Baseten Bet Makes Inference the New Moat
What Changed and Why It Matters Nvidia quietly wrote a $150M check into Baseten, an AI inference platform, as part of a larger $300M round that reportedly values the company…