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 Nvidia’s $2B CoreWeave bet and AI‑native data centers
What Changed and Why It Matters Nvidia put $2 billion into CoreWeave and backed a 5 GW buildout of AI infrastructure. The money isn’t just capital—it’s a playbook. The shift:…
Inside MatX’s $500M bet to chip away at Nvidia’s AI GPU moat
What Changed and Why It Matters MatX just raised $500 million to build AI chips aimed at large language models. Multiple outlets positioned it as a direct Nvidia challenger. “Nvidia…