Wafer-Scale vs. Chiplets: The New War? Part 1


Cerebras’ IPO is a meaningful moment for the semiconductor industry — and not just for the financial implications. Their confidence in their opening price reflects something the industry has effectively acknowledged: incremental chip scaling can no longer keep pace with what AI infrastructure demands. Radical approaches are earning serious consideration and serious capital. Cerebras... » read more

From Standards To Systems: The Chiplet Era On Arm


For three decades, Arm didn’t just participate in industry transformation — it redefined it. From mobile to cloud to automotive, Arm’s architecture and the AMBA ecosystem have become the backbone of scalable compute. Now the industry faces its next structural shift: The era of monolithic SoCs is tapering and giving way to the era of chiplet systems. While complex SoCs are going to b... » read more

AI Workloads Are Turning The Data Center Network Into A Combined Memory And Storage Fabric


Recent industry trends, including the release of NVIDIA’s Rubin platform (developer.nvidia.com), point to a growing consensus that AI inference is reshaping data center architecture in a fundamental way. As inference workloads become dominant, the data center network is no longer just a communication layer between servers. It is increasingly part of a distributed memory and storage hierarchy,... » read more

Shaping The Future Of AI Processors: A Tech Threads Conversation With Jim Keller


I had the pleasure of hosting renowned computer architect and Tenstorrent CEO Jim Keller, on the latest episode of Baya Systems’ Tech Threads podcast. If you haven’t already, listen to get his insights on the need for “open” intelligence architectures and what would be needed to drive the semiconductor industry forward. What is an “open” intelligent architecture and ecosystem? As... » read more

Unleashing Heterogeneous Compute: Lessons From Real-World System Design


At the Andes RISC-V CON Silicon Valley held in San Jose, California, in April 2025, Imagination Technologies and Baya Systems delivered a compelling presentation titled “Unleashing Heterogeneous Compute: Lessons from Real-World System Design.” This session, part of the developer track, showcased a joint demonstration leveraging Baya Systems’ WeaverPro CacheStudio software to model a... » read more