AMD MI400 Instinct Architecture for AI Training (2026)
AMD MI400 Instinct architecture for AI training — CDNA 4, HBM4 stacks, UALink interconnect, ROCm stack maturity, and how MI400 stacks up against Nvidia Rubin.
SiFive’s $3.65B RISC-V Bet: Why Open-Source Chip Architecture Is Reshaping the AI Silicon Landscape
Analysis of SiFive's $3.65B valuation, RISC-V's growing role in AI inference silicon, and why open-source chip architecture threatens ARM/x86 dominance. Technical deep-dive into RISC-V vector extensions for ML.
What TSMC’s 2nm Ramp Means for AI Chip Competition in 2026
TSMC's N2 ramp is about to redraw AI hardware — allocation, who ships first, and second-order effects on cloud AI pricing.