Archive

OpenAI's first in-house inference chip beats Nvidia's Blackwell on performance per watt, and Emerald AI raises $150M. Plus, a special invite for readers.

Patrick Bowen of Neurophos joins the podcasts. Meanwhile, Hot Chips 2026 opens with 3D-DRAM accelerator and SK Hynix's HBM packaging roadmap.

Nvidia strikes a $6B model-licensing deal with Poolside, Micron invests $10B in research, and Muon and Starcloud raise for orbital compute.

Callosum raises a $100M seed round for heterogenous integration, Fractile in talks for $6.5B valuation, and Thunder Compute raises Series A for GPU virtualization.

Cerebras launches their new CS-4 system.