GPU Or ASIC For LLM Scale-Up?


The CEOs of OpenAI, Anthropic, and xAI share a strikingly similar vision — AI's progress is exponential, it will change humanity, and its impact will be greater than most people expect. This is more than just speculation. The market for AI, and its value, are real today: A human developer with GitHub CoPilot codes 55% faster with AI. GPT-4 scores 88th percentile on the LSAT vs. 50t... » read more

Chiplets: A Technology, Not A Market


Chiplets are big business, and that business is growing. The total chiplet market today is roughly $40 billion annually. Chiplets account for roughly 15% of TSMC's revenues, and they account for about 25% of all DRAMs. All of the major AI/HPC semiconductor companies (NVIDIA, AMD, Marvell, Broadcom) and the major hyper scalers (Amazon, Google, etc) are looking to chiplets to build superior... » read more