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Groq, Etched, SambaNova, Taalas // The AI Hardware Show S2E4

LLM Inference

Data Center AI

Groq LPU

NVIDIA acquisition

Etched Sohoo

Transformer ASIC

SambaNova SN40L

CGRA

Neuchips Raptor

Enterprise AI

Positron Atlas

FPGA Inference

AI Hardware Show

Ian Cutress

Sally Ward-Foxton

EE Times

Batch 1 Inference

SRAM vs DRAM

Token per second benchmarks

Sparse Embedding Tables

Quantization

FFP8

8-bit precision

RAG

Machine Learning Hardware

AI Unicorns

OpenMP

CUDA alternative

Etched

Sohu

Taalas

More Than Moore

Автор:

Загружено: 2026-04-06

Просмотров: 4336

Описание: Now we dive into the high-stakes world of LLM inference at the data center scale. From the "LPU" architecture of Groq, recorded just before its surprise acquisition by NVIDIA, to the radical transformer-only ASIC strategy from Etched. We explore how startups like Taalas are hardening specific models directly into silicon for 1000x efficiency gains, how Neuchips is finding its niche where GPUs are overkill, and why SambaNova remains the sole champion of RDU/CGRA architectures in the data center. Finally, we look at Positron, the stealthy newcomer utilizing Intel FPGAs to outperform NVIDIA Hopper systems while preparing a DDR-only ASIC for 2026.

Full link to playlist:    • The AI Hardware Show  

Want to see more from Sally? Check out her recent industry coverage on EE Times: https://www.eetimes.com/author/sally-...

Stay up to date on the latest news in the electronics industry with the EE Times newsletter. Subscribe Now: https://aspencore.dragonforms.com/loa...

[00:00] Intro
[00:42] Groq One
[03:38] Etched Sohu
[06:10] Neuchips Raptor
[08:39] SambaNova SN40L
[11:01] Taalas HardCore
[13:34] Positron Atlas

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Welcome to the TechTechPotato (c) Dr. Ian Cutress
Ramblings about things related to Technology from an analyst for More Than Moore

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Groq, Etched, SambaNova, Taalas // The AI Hardware Show S2E4

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