The AI hardware landscape is shifting toward RISC-V data center CPUs, ASICs, Chinese GPU vendors, and next-generation manufacturing processes. These moves introduce new options and risks around vendor continuity, TCO, and supply-chain control.
Chunghwa Precision Test expects ASIC revenue to pass GPU revenue by 2027. The projection highlights a shift toward specialized AI chips, with consequences for TCO, workload flexibility and on-premises deployment. The real issue is the trade-off betwe...
Chinese GPU vendors are reaching scale without earning profits from GPU sales. For on-prem AI buyers, that raises questions about supplier continuity, TCO, and supply chain sovereignty beyond raw benchmarks.
At Hot Chips 2026 NVIDIA discussed CUDA for RISC-V and the role of the open ISA in NVLink Fusion systems. ServeTheHome's report signals an architectural direction: the CUDA toolchain could open to RISC-V hosts, loosening the x86 constraint in acceler...
MetaX reported a first-half profit, while China's AI GPU rival landscape remains divided. The result points to a domestic market maturing unevenly: vendor sustainability and integration with self-hosted stacks become key variables for organizations e...
SiFive's move into the data center market with BigSky signals a strategic shift: bringing RISC-V processors alongside the Nvidia ecosystem, with CUDA as the interface and enterprise Linux as the operating base. For AI infrastructure operators, this o...
Three signals from the semiconductor supply chain: Washington tries to steer South Korean investments, MediaTek enters Google's TPU landscape, Apple introduces a 2nm processor. For teams evaluating self-hosted LLMs, competition among accelerators and...
