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AmitSep 23, 2026 • 7 min read
d-Matrix Moves the Math Into Memory
Inference is becoming a memory-placement problem. A modern accelerator can perform arithmetic faste...
#aiinfrastructure#inference#semiconductors#memory
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AmitSep 23, 2026 • 16 min read
The GPU Stopped Being the Product
NVIDIA's most important architectural change is not a faster GPU. It is the expansion of what counts...
#aiinfrastructure#nvidia#gpu#semiconductors
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Alpinum ConsultingSep 23, 2026 • 6 min read
BioTrinity 2026: What Life Sciences Innovation Signals for Semiconductor and Verification Teams
Originally published on Alpinum Consulting website BioTrinity 2026 marked the 20th anniversary of a...
#biotrinity2026#semiconductors#medtech#designverification
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AmitSep 23, 2026 • 11 min read
Cerebras Moved the Cluster Boundary Onto a Wafer
Cerebras makes one of the largest boundaries in computing disappear: the edge of an individual...
#aiinfrastructure#cerebras#semiconductors#inference
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AmitSep 23, 2026 • 10 min read
The AI Supply Chain Became Part of the Architecture
An AI accelerator is no longer manufactured as one chip. The finished device joins logic dies from ...
#aicompute#semiconductors#hbm#advancedpackaging
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AmitSep 23, 2026 • 7 min read
Alternative AI Hardware Is a Systems Problem
Alternative AI hardware is not one product category. Huawei Ascend is becoming a complete compute,....
#aiinfrastructure#inference#semiconductors#sovereignai
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AmitSep 23, 2026 • 9 min read
Groq Makes the Compiler Part of the Processor
Groq's architectural bet is that an inference processor should execute a plan, not discover one whil...
#aiinfrastructure#groq#inference#semiconductors
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