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AI chips

AI chips are the processors that train and run AI models: GPUs from Nvidia, AMD and Intel, custom accelerators such as Google's TPUs, and NPUs in PCs. This page tracks the chips themselves, their memory and software, who designs and manufactures them, and the supply limits that decide how many get built.

15 stories · updated Oct 27
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Checked Oct 23

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Hardware · NewsNvidia DSX POD and the supply-chain capacity deal: containerized Vera Rubin AI factories, 2.5x substrates and 15x opticsNvidia DSX POD, announced at GTC Berlin on October 21, 2026, is a reference design for Vera Rubin AI factories built in containers, which Nvidia says can be deployed in as little as 14 days at a prepared site. The same day, Nvidia named six suppliers expanding substrate, packaging, testing and optics capacity. What was announced, and what rests on Nvidia's word.·5 min read
Policy · NewsNvidia B300 chips on China Telecom's network? What Lava's GPU scan found, and what it doesn't proveNvidia B300 chips reported on China Telecom's network: security firm Lava said on October 22, 2026 that it found 32 Nvidia B300 GPUs reporting through IP addresses geolocated to China. The Information tied them to systems linked to China Telecom. Lava's own post doesn't name the operator and says the finding doesn't establish an export-control violation.·5 min read
Developers · CompareTorchTPU vs TorchNeuron: running PyTorch on Google TPUs and AWS Trainium compared (October 2026)TorchTPU vs TorchNeuron: in the same week of October 2026, Google and Amazon open-sourced native PyTorch backends for their AI chips. Both register a new device through PyTorch's PrivateUse1 hook and replace an older PyTorch/XLA path. Here's how they compare on status, chips, PyTorch versions, torch.compile, distributed training and the code you change, per the official docs.·9 min read

Latest on AI chips

Hardware · NewsLenovo AI Host P7: what's confirmed about the 300-gram box said to run 125B-parameter models locallyLenovo unveiled the AI Host P7 in Beijing on May 19, 2026 and showed a preview edition in China on October 24: a palm-sized box with a Cixin P1 chip and a Houmo M50 accelerator that Chinese reports say runs models of up to 125 billion parameters locally. There's no price or release date, and the specs come from chip partners and reports, not a Lenovo spec page.·6 min readHardware · NewsHow Cerebras says it serves trillion-parameter models: 59 wafers for Kimi K3, pipelined layer by layerHow Cerebras serves trillion-parameter models, per its October 22, 2026 engineering post: Kimi K3's layers are split across 59 WSE-3T wafers with 44 GB of on-chip memory each, run as a pipeline, with a target of 1,000 to 2,000+ tokens per second. All figures are vendor-reported.·4 min readHardware · NewsPC shipments fall about 21% in Q3 2026 as AI demand squeezes memory supply: what IDC, Gartner, Omdia and Counterpoint reportQ3 2026 PC shipments fell between 20.1% and 22.4% year over year, depending on the analyst firm, as memory makers steered capacity to AI servers and DRAM prices climbed. Each firm's numbers, kept separate, and what TrendForce says about memory prices.·5 min readPolicy · NewsNvidia B300 chips on China Telecom's network? What Lava's GPU scan found, and what it doesn't proveNvidia B300 chips reported on China Telecom's network: security firm Lava said on October 22, 2026 that it found 32 Nvidia B300 GPUs reporting through IP addresses geolocated to China. The Information tied them to systems linked to China Telecom. Lava's own post doesn't name the operator and says the finding doesn't establish an export-control violation.·5 min readDevelopers · CompareTorchTPU vs TorchNeuron: running PyTorch on Google TPUs and AWS Trainium compared (October 2026)TorchTPU vs TorchNeuron: in the same week of October 2026, Google and Amazon open-sourced native PyTorch backends for their AI chips. Both register a new device through PyTorch's PrivateUse1 hook and replace an older PyTorch/XLA path. Here's how they compare on status, chips, PyTorch versions, torch.compile, distributed training and the code you change, per the official docs.·Checked Oct 23Open source · NewsDeepSeek DeepInfer: the Apache 2.0 inference engine behind V4.1 Flash runs on Nvidia Blackwell and Huawei Ascend, with key serving parts held backDeepSeek DeepInfer is the inference engine DeepSeek says serves DeepSeek-V4.1-Flash in production, open-sourced under Apache 2.0 on October 20, 2026. It supports one model on two kinds of hardware, and the KV-cache and load-balancing systems aren't included.·5 min readHardware · NewsNvidia DSX POD and the supply-chain capacity deal: containerized Vera Rubin AI factories, 2.5x substrates and 15x opticsNvidia DSX POD, announced at GTC Berlin on October 21, 2026, is a reference design for Vera Rubin AI factories built in containers, which Nvidia says can be deployed in as little as 14 days at a prepared site. The same day, Nvidia named six suppliers expanding substrate, packaging, testing and optics capacity. What was announced, and what rests on Nvidia's word.·5 min readDevelopers · NewsAmazon TorchNeuron: a native PyTorch backend for AWS Trainium, now open source and in public betaAmazon's TorchNeuron lets standard PyTorch code run on AWS Trainium2 and Trainium3 through a native 'neuron' device, replacing the older PyTorch/XLA path. It went into public beta with Neuron 2.33.0 on October 19, 2026, and Amazon open-sourced it on October 20. Here's what changes for developers, per the docs.·5 min readPolicy · NewsIs Taiwan making AI chip smuggling to China a crime? What's confirmed about the plan, and what isn'tTaiwan plans to make smuggling AI chips and servers to China a crime by adding them to its Foreign Trade Act controls, but it isn't law yet. What Taiwan's economy ministry has confirmed since June 2026, what Bloomberg reported on October 16, and why prosecutors have had to use forgery charges until now.·5 min readIndustry · NewsTSMC Q3 2026 earnings: $46.7 billion in revenue, 2nm at 8% and a 44% growth forecast for the yearTSMC reported third-quarter 2026 revenue of $46.72 billion and record net income of NT$763.06 billion on October 15. HPC made up 68% of revenue, 2nm reached 8% of wafer revenue, Q4 guidance is $52.3–54.3 billion, and 2026 capex stays at $60–64 billion.·4 min read

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