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Hot Chips is an annual symposium where chipmakers and tech companies unveil and detail new processor, accelerator, and system architectures.
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d-Matrix CTO Sudeep Bhoja says Raptor's 1,000 tokens per second per user comes from a simulated 72-card system, with full racks not due until Q4 2027. Whole-system speed, power and cost per request are still unmeasured, so buyers are working from early silicon tests and simulations.
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OpenAI took its Jalapeno chip from RTL to tapeout in nine months with its own AI models, against a norm its hardware head puts at 18 to 24 months. The count stops at first tapeout, before a B0 stepping reported to be up to 25% more efficient per watt.
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IBM says a single core will run z/OS and Arm-native Linux at once. The part has no name and no ship date, which puts in-flight migration programs back into argument.
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3 publishersReality
Groq 3 LPX is in full production with Nebius as the named first customer. The benchmark is one model at one context length, and the 4x claim does not quite get from hours to minutes.
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The 1.7x to 3.6x latency range is set by the baseline systems, not the chip, and the report's own publication date is unsettled. Read it as direction, not evidence.
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9 publishersReality
MX1 puts 3,072 in-order RISC-V cores and up to 2TB of DDR5 behind a CXL 3.2 link, betting that bandwidth-bound inference work is cheaper to run on the card than to drag across 128GB per second of host interface.
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The quarter came in at $96.2B. The argument that compute must now leave the mega-cluster rests on one analyst's own 30 GW estimate, and on nothing Nvidia itself said.
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The Nexus rack, not the WSE-3, is now the thing Cerebras ships. That makes upgrade cadence the number buyers should price, and 10,000 tokens per second a target rather than a plan input.
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Intel's Hot Chips disclosure details 32 Xe Cores, 32MB of L2 and 16-deep matrix engines. The figure it does not include is the one that decides whether the capacity is servable.
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The first hardware disclosure from the leading robotaxi operator turns an autonomy pitch into a supply-chain document, with 20x compute growth in eight years and redundancy it calls non-negotiable.
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3 publishersReality