Tag dedicated to integrated chips or semiconductor-related chips posts or analyses published on the site
GPUs made Nvidia dominant. CUDA made it irreplaceable. Now it's expanding into inference, robotics, and vertical integration. This isn't a hardware company, it's an AI platform consolidating power.
AI's bottleneck isn't compute—it's memory. GPUs sit idle 99% of the time during inference, waiting for data. Groq proved deterministic architectures can solve this. Nvidia's response? Strategic absorption. By integrating Groq's approach into Rubin, Nvidia closes the inference gap.
The short supply of legacy node variety of chips has slowed down the assembly lines across different sectors - mobile devices, automobiles, or home appliances. This shortage has exposed vulnerabilities of the supply chains.