By 2030, China’s “Manhattan Project” is predicted to deliver domestic EUV lithography and a unified software stack. This sovereign infrastructure aims to render Nvidia’s CUDA moat irrelevant, creating a parallel AI superpower ready for massive global export.
Moore Threads is positioning itself as the cornerstone of China’s high-performance compute. With a massive 2025 IPO and the CUDA-compatible MUSA architecture, the company is bridging the gap between restricted Western silicon and China’s urgent AI ambitions.
The AI infrastructure market is fracturing under recession pressures, runaway memory shortages, and a surge of new competitors. Our Q4 2025 snapshot breaks down the chaos, highlights major shifts, and tracks how the industry is reshaping itself in real time.
In a world still largely governed by NVIDIA’s GPU dominance, Furiosa AI is pushing something different: a purpose-built inference appliance designed for data centers, not massive power budgets. Their newly announced NXT RNGD Server is positioning itself as a more
Research into sequence predictions using neural networks holds the key to major advances in speech recognition, machine translation, and language modeling. However, building and training such models is computationally taxing and very expensive. For instance, recent advances in language modeling
