Accelerator

The three datacenter-CPU powers of the Agentic AI era — Intel, AMD, NVIDIA

Know Your Enemy, Know Yourself, Part 6: The Agentic AI Era — The Revival of the CPU and the Dawn of the CPU Three Kingdoms

We analyze why the CPU became the bottleneck of inference infrastructure in Agentic AI workloads, walk through the latest datacenter CPU lineups from the three CPU vendors, and explore why the CPU has risen to prominence again in the Agentic AI era.

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.