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Local AI Jun 29, 2026

A 330 GB On-Die DRAM AI Chip Lands as a Whitepaper

PhantaField's Sophon PFG-1 whitepaper claims ~95x Nvidia HBM4 bandwidth via monolithic 3D stacking. No silicon yet. Here's why it matters anyway.

Analysis Mar 24, 2026

Musk Announces $25 Billion Terafab Chip Factory—But the Numbers Don't Add Up

Tesla, SpaceX, and xAI plan the 'largest chip manufacturing facility ever.' Industry experts see another Battery Day.

Analysis Feb 27, 2026

DeepSeek Shuts Out Nvidia from V4 Model, Gives Huawei Weeks-Long Head Start

The Chinese AI lab is withholding its flagship model from US chipmakers while the Trump administration alleges it was trained on banned Blackwell chips.

Local AI Feb 25, 2026

Taalas HC1: The AI Chip That Bakes the Model Into Silicon

A Toronto startup is etching LLM weights directly into transistors, achieving 17,000 tokens per second. The catch: you can't change the model.

Analysis Feb 15, 2026

OpenAI Just Deployed Its First AI Model on Non-NVIDIA Chips

GPT-5.3-Codex-Spark runs on Cerebras' wafer-scale chips at 1,000+ tokens per second. It's OpenAI's first production break from NVIDIA - and it won't be the last.

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