स्थिति-लेबल — घोषित लक्ष्यों को घोषित लक्ष्य कहा जाता है

वॉचलिस्ट

किस पर और किस पर नज़र रखनी है: challenger silicon, अगली platform पीढ़ी, नए fabric और photonics, power की लहर, और वे architecture दाँव जो इस पूरे database को फिर से आकार दे सकते हैं।

Challenger silicon

Shipping or credible alternatives to the incumbent GPUs — each betting on a different corner of the workload.

CW Cerebras WSE-3Wafer-scale compute with tokens-per-second records — and an IPO on file. शिपिंग Chip GL Groq LPUDeterministic inference at famous speed; Saudi-scale deployment deals. शिपिंग Chip ES Etched SohuThe all-in transformer ASIC — if it ships, the specialization era begins. विकासाधीन Chip DM d-Matrix CorsairIn-memory compute aimed at cheap interactive serving. रैंपिंग Chip FR FuriosaAI RNGD150 W LLM inference; turned down Meta to stay independent. रैंपिंग Chip RR Rebellions REBELKorea's merged champion, fabbed by Samsung. विकासाधीन Chip TB Tenstorrent BlackholeJim Keller's open RISC-V stack, sold and licensed. शिपिंग Chip QC Qualcomm Cloud AI / AI200Mobile-silicon economics re-entering the rack in 2026. घोषित Chip

The next platform generation

Already announced, already contracted — the hardware the 2026–27 buildout will install.

NR NVIDIA RubinHBM4, the Vera CPU, NVL144 racks — the incumbent's next lap. रैंपिंग Chip NR NVIDIA Rubin CPXA cheaper GDDR7 chip just for long-context prefill — inference splits in two. घोषित Chip AI AMD Instinct MI400 / MI450432 GB of HBM4 and the OpenAI 6 GW deal riding on it. रैंपिंग Chip AT AWS Trainium33 nm and a claimed 4x — the custom-silicon bet compounds. घोषित Chip GT Google TPU v7 (Ironwood)9,216-chip pods for the inference age, with Anthropic as anchor. रैंपिंग Chip

New fabrics, memory and light

The interconnect and memory transitions that decide whether open ecosystems can match proprietary racks.

UA UALinkThe open answer to NVLink — 1,024 accelerators per pod, everyone-but-NVIDIA. प्रौद्योगिकी UE Ultra EthernetEthernet rebuilt for AI; spec 1.0 shipped, silicon arriving. प्रौद्योगिकी CP Co-Packaged OpticsLight moves onto the switch package; ~3x interconnect efficiency. प्रौद्योगिकी LI LightmatterPhotonic interposers — light inside the package itself. कंपनी CA Celestial AIOptical links to disaggregated memory — an exit from the HBM wall. कंपनी HB HBM42,048-bit interfaces and foundry logic dies; memory and logic start merging. प्रौद्योगिकी CX CXLPooled memory over PCIe wiring — slow burn, big if it lands. प्रौद्योगिकी

New power

The generation wave AI money is financing — targets, not certainties, and labeled as such.

SM Small Modular Reactors (SMRs)Factory-built reactors sized for campuses; every date is a target. प्रौद्योगिकी OK OkloFast reactors with a 12 GW Switch framework and a build-own-operate model. कंपनी XE X-energyAmazon-backed pebble-bed reactors targeting ~2030. कंपनी KH Kairos Hermes / Google FleetGoogle's 500 MW fleet order — first Gen IV construction permits in the US. Under construction (demo) बिजली परियोजना TN TerraPower Natrium (Kemmerer)The furthest-along advanced reactor build in America. निर्माणाधीन बिजली परियोजना FC Fuel CellsBloom-style bridge power while the grid queue clears. प्रौद्योगिकी HC Homer City Energy Campus4.5 GW of gas-for-AI on a demolished coal site — the biggest such plan. घोषित बिजली परियोजना

Beyond the transformer

Architecture bets that would redraw the hardware map if they win.

SS State-Space Models (Mamba)Linear-time sequence models — production hybrids already ship. अवधारणा WM World ModelsLearning reality's dynamics, not just text — DeepMind, NVIDIA and World Labs all in. अवधारणा M( Marble (World Labs)Fei-Fei Li's spatial-intelligence bet, now a product. वर्तमान AI Model G3 Genie 3Playable generated worlds — training grounds for agents and robots. वर्तमान AI Model TT Test-time Compute & ReasoningThe scaling axis that already rewrote inference demand once. अवधारणा

नियम: लिंक किए गए रिकॉर्ड पर हर तारीख निर्माता का घोषित लक्ष्य है, जिसे उसी रूप में लेबल किया गया है। यह पृष्ठ दावों को ट्रैक करता है — यह उन्हें समर्थन नहीं देता, और यह कभी निवेश सलाह नहीं है।