Deedy (@deedydas) “Every single startup working on next-gen AI chips (July 2026) Every approach att” — TopicDigg
Deedy
@deedydas
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Every single startup working on next-gen AI chips (July 2026)
Every approach attacks data movement differently to break Nvidia’s dominance:
– eliminate DRAM (Groq)
– eliminate the interconnect (Cerebras)
– eliminate the compute/memory split (d-Matrix)
– eliminate the server’s compute-centrism (Majestic)
– eliminate generality (Etched, Taalas, MatX)
– or eliminate the $400M litho machine (Substrate)
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