Topic

Chips

Semiconductor strategy and the AI hardware race — Nvidia, AMD, custom silicon, foundry capacity and interconnect economics.
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
Cornelis Puts Compute Inside the AI Network

Cornelis Puts Compute Inside the AI Network

How a $205 million round and a Qualcomm alliance are being spent on an argument that the 15% of an AI system nobody optimizes determines the value of the other 85%.
John Karpentar Chips 5 min read
Fortaegis Bets Security Belongs in the Silicon

Fortaegis Bets Security Belongs in the Silicon

How a four-year-old Amsterdam company raised $50 million on the argument that AI and quantum computing have made bolt-on security architecturally obsolete.
John Karpentar Chips 6 min read
Positron's $5 Billion Bet Against HBM

Positron's $5 Billion Bet Against HBM

How an $875 million round on commodity LPDDR5X memory challenges the HBM bottleneck that gates every AI accelerator shipping today.
John Karpentar Chips 6 min read

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