Cerebras Systems makes huge computer chips—the size of dinner plates—with a radical design. Groq ... those gains are being matched by Nvidia, but also by chip startups, like Cerebras and Groq, that ...

So our plan here is to place a moderately bearish bet on Nvidia expiring at the end of February, and then a more aggressive ...

Groq, Etched, Cerebras, SambaNova... There are too many Nvidia alternatives to count. Do any of them stand a chance?

Jeffrey Emanuel’s essay on the short case for NVIDIA is widely attributed to sparking the largest-ever single-day drop in the ...

While Nvidia and the European Union have expressed their displeasure with the latest salvo of AI export restrictions from the Biden administration, a few companies ...

China may have some of the best AI algorithm creators in the world, but they do not have large numbers of Nvidia and now AMD AI compute engines on which to run them or, thanks to prior chip controls .

In my role, I led the design of various ... For instance, NVIDIA currently dominates the AI computing market, but startups like Groq, which are developing their own AI chips, are already emerging ...

Groq is an AI-first hardware company that has developed a specialized chip for AI inference called an LPU (Language Processing Unit). The company has taken the AI industry by storm by offering 10x ...

Export controls need to be tightened after revelations the Chinese company used Nvidia technology, the leaders of a ...