Topic

Chips

Semiconductor strategy and the AI hardware race — Nvidia, AMD, custom silicon, foundry capacity and interconnect economics.
Jetson Thor vs DGX Spark: Which to Buy

Jetson Thor vs DGX Spark: Which to Buy

Jetson Thor vs DGX Spark compared: specs, price, and who should buy which. Same Blackwell silicon, 128GB memory, but built for very different jobs.
John Karpentar Chips 7 min read
RTX PRO 6000 vs RTX 5090: VRAM Decides It

RTX PRO 6000 vs RTX 5090: VRAM Decides It

RTX PRO 6000 vs RTX 5090: same 1,792 GB/s bandwidth, but 96GB vs 32GB of VRAM. The capacity gap and cost per GB decide which Blackwell card to buy.
John Karpentar Chips 6 min read
L40S vs H100: The Honest Bandwidth Math

L40S vs H100: The Honest Bandwidth Math

L40S vs H100 compared on specs, dollars-per-hour and bandwidth-per-dollar. The L40S wins compute-per-dollar; the H100 wins bandwidth-bound LLM inference.
John Karpentar Chips 6 min read
RTX PRO 6000 vs H100: Specs, Bandwidth, Real Cost

RTX PRO 6000 vs H100: Specs, Bandwidth, Real Cost

Four NVIDIA cards get called "RTX 6000," and three page-one results compare the wrong one. Verified specs for the RTX PRO 6000 Blackwell against every H100 variant — plus our own bandwidth-per-dollar calculation on published cloud rates.
John Karpentar Chips 9 min read
Top 7 Silicon Photonics Companies in 2026

Top 7 Silicon Photonics Companies in 2026

Co-packaged optics is shipping and Marvell just bought Celestial AI for $3.25B. We compare the seven silicon photonics companies that matter in AI data centers on specs, funding and who is actually in production.
John Karpentar Roundups 10 min read
A100 vs H100: Specs, Price and Which to Pick

A100 vs H100: Specs, Price and Which to Pick

Every A100 vs H100 comparison ranking on Google is published by a company that rents you GPUs. Here is a neutral one, built from NVIDIA datasheets and MLPerf results: the real dense-precision specs, the 1.7-4.3x speedup range, verified hourly pricing, and a straight verdict.
John Karpentar Chips 8 min read
Groq vs Cerebras: Speed, Price, Status (2026)

Groq vs Cerebras: Speed, Price, Status (2026)

Independently measured, Cerebras runs gpt-oss-120b at 1,737 tokens per second against Groq's 477 — about 3.6x faster, at higher input cost. Nvidia did not acquire Groq; it licensed the technology for a reported $20B and the DOJ is investigating. Cerebras IPO'd in May 2026.
John Karpentar Chips 7 min read
H200 vs B200: Specs, Real Benchmarks and Cost

H200 vs B200: Specs, Real Benchmarks and Cost

B200's real advantage over H200 is 1.6x to 2.3x, not the 4x NVIDIA's FP4 headline implies. Verified specs, MLPerf results at matched precision, and current rental prices.
John Karpentar Chips 9 min read

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