Best AI Chip Companies to Evaluate for Model Inference
Compare AI chip companies for model inference. NVIDIA, AMD, AWS, and Google assessed by software path and deployment fit, without unsupported speed rankings.
Semiconductors
The latest news and perspectives on Semiconductors.
AI Hardware’s Bottlenecks Extend Beyond the Processor
AI hardware bottlenecks extend beyond processors. Examine memory, packaging, software, and operating constraints before accepting a system performance claim.
Apple's M5 Pro and M5 Max Use a New Two-Die Architecture
Apple announced M5 Pro and M5 Max on March 3, 2026, introducing what it calls Fusion Architecture for its professional laptop chips. The design connects two dies into a single system on a chip and combines CPU, GPU, memory and other functions for the new MacBook Pro.
NVIDIA Unveils Rubin as a Six-Chip AI Systems Platform
NVIDIA announced the Rubin platform on January 5, 2026, presenting a coordinated system built around six chips rather than an accelerator alone. The launch combines the Vera CPU and Rubin GPU with networking, switching and data-processing components.
AMD and OpenAI Agree on a Six-Gigawatt GPU Deployment
AMD and OpenAI announced an agreement on October 6, 2025 to deploy six gigawatts of AMD GPU capacity across multiple generations of Instinct hardware. The companies said the first one-gigawatt deployment, using the MI450 series, was scheduled to begin in the second half of 2026.