South Korean giants released HBM4 for NVIDIA: prices $700, supply delays, impact on AI market. Who wins and why regular DRAM is more profitable. Read the analysis.
Huawei Atlas 350 AI accelerator on Ascend 950PR delivers 1.56 PFLOPS FP4, surpasses Nvidia H20. Comparison of specs, HBM memory, price. For AI developers — details and nuances.
AMD unified ROCm into OneROCm for all accelerators. Triton writes kernels for AMD/Nvidia. vLLM inference on par with CUDA. Six-week releases. Test the stack on Strix Halo.
Cerebras turned profitable and is preparing for IPO with an OpenAI contract for $20 billion. Analysis of architecture, risks, and prospects for the AI accelerators market.
Apple M5 with 3nm TSMC and 128 neural cores: AI 4x faster than M4. Why the chip is not needed by 95% of users, but Apple sells it to everyone. Detailed analysis.
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