Accelerator

Know Your Enemy, Know Yourself Part 5: Cerebras and the Wafer-Scale Engine

This post explains Cerebras’s recent momentum, WSE-3 architecture, and the trade-offs of wafer-scale chips in a beginner-friendly way, following reports of a large OpenAI deal.

Know Your Enemy, Know Yourself, Part 4: Memory Capacity Bottleneck and NVIDIA ICMS

We explore the technical principles behind NVIDIA’s ICMS — a new storage tier designed to solve the KV cache capacity bottleneck in LLMs — and the Bluefield-4 DPU that manages it.

Know Your Enemy, Know Yourself, Part 3: Groq's LPU (Acquired by NVIDIA for $20B)

We explore the background of Groq and LPU, their hardware/software design philosophy, and analyze NVIDIA’s intentions behind acquiring Groq.