Amazon’s AI Resurgence: AWS & Anthropic's Multi-Gigawatt Trainium Expansion
… This makes Anthropic the only AI lab, alongside Google DeepMind, benefiting from tight hardware-software codesign . …
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Scaling the Memory Wall: The Rise and Roadmap of HBM
… As use cases evolve, there may be different hardware setups used for different inference needs. …
Huawei Ascend Production Ramp: Die Banks, TSMC Continued Production, HBM is The Bottleneck
… Huawei’s chip ecosystem is vertically integrated and capable network of tools, fabs, and design that allows it to express a full stack vision of hardware. This hardware is very impressive although less efficient then western hardware. …