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What runs underneath?

Compute & infrastructure

Silicon, inference systems, AI factories and the physical constraints on intelligence.

14 research briefs 84 distinct sources

Research briefs

01

NVIDIA Blackwell & Rubin GPU Architecture

NVL72 rack-scale systems, 4-bit floating point (FP4) Tensor Cores, and 5th-gen NVLink interconnects

6 sourcesUpdated 2026-08-18
02

Language Processing Units (LPUs) & SRAM Silicon

Groq LPUs, deterministic tensor streaming, SRAM-first architectures, and ultra-high-speed inference

6 sourcesUpdated 2026-08-18
03

Wafer-Scale Engines & Cerebras CS-3 Systems

4-trillion transistor monoliths, 44GB on-wafer SRAM, 21 PB/s bandwidth, and cluster-scale supercomputing

6 sourcesUpdated 2026-08-18
04

AI Factories, Megawatt Datacenters & Grid Infrastructure

100MW–1GW datacenter topologies, liquid cooling CDUs, high-voltage power distribution, and PUE optimization

6 sourcesUpdated 2026-08-18
05

High-Speed AI Network Fabrics: InfiniBand, RoCEv2 & Optical Switching

InfiniBand Quantum-X, RoCEv2 (Ultra Ethernet), non-blocking fat-tree topologies, and Optical Circuit Switches

6 sourcesUpdated 2026-08-18
06

Oracle Cloud (OCI) Superclusters & Sovereign Cloud Architecture

Bare-metal GPU nodes, non-blocking RoCEv2 fabrics, distributed data sovereignty, and multi-cloud interconnects

6 sourcesUpdated 2026-08-18
07

AI Energy Economics, Nuclear Power & SMR Micro-Grids

Small Modular Reactors (SMRs), geothermal, grid queues, carbon-free baseload, and gigawatt power purchase agreements

6 sourcesUpdated 2026-08-18
08

On-Device Edge AI Silicon & Neural Processing Units (NPUs)

Apple Neural Engine, Qualcomm Snapdragon X, Intel Core Ultra, and 4-bit edge inference runtimes

6 sourcesUpdated 2026-08-18
09

Open Silicon & RISC-V AI Accelerators (Tenstorrent)

Wormhole, Blackhole, open-source ISA architectures, chiplet scaling, and decoupling AI from closed hardware ecosystems

6 sourcesUpdated 2026-08-18
10

Application-Specific Transformer ASICs (Etched Sohu)

Hardwired transformer architectures, zero general-purpose overhead, and 10x throughput per dollar

6 sourcesUpdated 2026-08-18
11

Vector Database Infrastructure & Distributed Indexing

HNSW, DiskANN, IVF-PQ, GPU-accelerated similarity search, and hybrid vector-relational engines

6 sourcesUpdated 2026-08-18
12

AI Inference Optimization Runtimes & Serving Engines

vLLM, TensorRT-LLM, SGLang, PagedAttention, continuous batching, chunked prefill, and speculative decoding

6 sourcesUpdated 2026-08-18
13

Confidential Computing & Hardware-Attested GPU Security

Trusted Execution Environments (TEEs), NVIDIA Hopper/Blackwell CC, remote attestation, and data clean rooms

6 sourcesUpdated 2026-08-18
14

High-Throughput AI Storage & Distributed Parallel Filesystems

GPUDirect Storage (GDS), NVMe-over-Fabrics, high-throughput checkpointing, and parallel filesystems (Lustre, WEKA, VAST)

6 sourcesUpdated 2026-08-18