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…
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…
What Changed and Why It Matters Founders are moving inference from cloud GPUs to small, rugged boxes at the edge. Think mini PCs, discrete GPUs, and new NPUs sitting next…
What Changed and Why It Matters Consumers don’t want to chat. They want things done. Real estate is finally meeting that demand. Agentic AI is replacing single-turn chatbots with systems…