The Semiconductor Heist Of The Century | Arm China Has Gone Completely Rogue, Operating As An Independent Company With Inhouse IP/R&D

Arm China has gone completely rogue, operating as an independent company with their own IP and R&D. This is the semiconductor heist of the century. There are many questions swirling about what this means for a potential Nvidia takeover or IPO, but it is clear that SoftBank’s short sighted profit driven behavior has caused a massive conundrum.

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The Tesla Dojo Chip Is Impressive, But There Are Some Major Technical Issues

Tesla’s Dojo chip and supercomputer have mouth salivating specifications and capabilities, but cost, custom interconnects, memory constraints, lack of software, and the fact that this chip is 2022 or beyond is something we have to keep in mind. SemiAnalysis investigates these while also exploring the partnerships with traditional semiconductor firms.

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Tesla Dojo – Unique Packaging and Chip Design Allow An Order Magnitude Advantage Over Competing AI Hardware

Tesla has flipped the hardware world on its head by creating a chip with GPU levels of compute, more than the highest end networking chips IO, and high levels of flexibility. They utilize a integrated fan out system on wafer that achieves better scale up and scale out performance than Nvidia, Graphcore, Cerebras, Groq, Tenstorrent, SambaNova, or any other AI training startup.

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Tesla AI Day Supercomputer Chip Teaser | Is This The First Deployment Of TSMC InFO_SoW?

Tesla is known for having their own silicon strategy for their automobiles and was rumored to be working on a AI training chip for their own datacenter use cases as well. An image of this chip was posted and it is quite bizarre. It looks like it could be the first TSMC InFO_SoW product.

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