The Watchlist — Who's Next in AI Infrastructure

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. Pengiriman Chip GL Groq LPUDeterministic inference at famous speed; Saudi-scale deployment deals. Pengiriman Chip ES Etched SohuThe all-in transformer ASIC — if it ships, the specialization era begins. Dalam pengembangan Chip DM d-Matrix CorsairIn-memory compute aimed at cheap interactive serving. Meningkat Chip FR FuriosaAI RNGD150 W LLM inference; turned down Meta to stay independent. Meningkat Chip RR Rebellions REBELKorea's merged champion, fabbed by Samsung. Dalam pengembangan Chip TB Tenstorrent BlackholeJim Keller's open RISC-V stack, sold and licensed. Pengiriman Chip QC Qualcomm Cloud AI / AI200Mobile-silicon economics re-entering the rack in 2026. Jawaban dihasilkan hanya dari rekam data cache kami — untuk riset dan informasi, bukan saran investasi. Angka menyertakan label dasarnya; jika data kami tidak dapat menjawab, asisten akan menyatakannya. 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. Meningkat Chip NR NVIDIA Rubin CPXA cheaper GDDR7 chip just for long-context prefill — inference splits in two. Jawaban dihasilkan hanya dari rekam data cache kami — untuk riset dan informasi, bukan saran investasi. Angka menyertakan label dasarnya; jika data kami tidak dapat menjawab, asisten akan menyatakannya. Chip AI AMD Instinct MI400 / MI450432 GB of HBM4 and the OpenAI 6 GW deal riding on it. Meningkat Chip AT AWS Trainium33 nm and a claimed 4x — the custom-silicon bet compounds. Jawaban dihasilkan hanya dari rekam data cache kami — untuk riset dan informasi, bukan saran investasi. Angka menyertakan label dasarnya; jika data kami tidak dapat menjawab, asisten akan menyatakannya. Chip GT Google TPU v7 (Ironwood)9,216-chip pods for the inference age, with Anthropic as anchor. Meningkat 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. Teknologi UE Ultra EthernetEthernet rebuilt for AI; spec 1.0 shipped, silicon arriving. Teknologi CP Co-Packaged OpticsLight moves onto the switch package; ~3x interconnect efficiency. Teknologi LI LightmatterPhotonic interposers — light inside the package itself. Perusahaan CA Celestial AIOptical links to disaggregated memory — an exit from the HBM wall. Perusahaan HB HBM42,048-bit interfaces and foundry logic dies; memory and logic start merging. Teknologi CX CXLPooled memory over PCIe wiring — slow burn, big if it lands. Teknologi

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. Teknologi OK OkloFast reactors with a 12 GW Switch framework and a build-own-operate model. Perusahaan XE X-energyAmazon-backed pebble-bed reactors targeting ~2030. Perusahaan KH Kairos Hermes / Google FleetGoogle's 500 MW fleet order — first Gen IV construction permits in the US. Under construction (demo) Proyek Daya TN TerraPower Natrium (Kemmerer)The furthest-along advanced reactor build in America. Dalam konstruksi Proyek Daya FC Fuel CellsBloom-style bridge power while the grid queue clears. Teknologi HC Homer City Energy Campus4.5 GW of gas-for-AI on a demolished coal site — the biggest such plan. Jawaban dihasilkan hanya dari rekam data cache kami — untuk riset dan informasi, bukan saran investasi. Angka menyertakan label dasarnya; jika data kami tidak dapat menjawab, asisten akan menyatakannya. Proyek Daya

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. Konsep WM World ModelsLearning reality's dynamics, not just text — DeepMind, NVIDIA and World Labs all in. Konsep M( Marble (World Labs)Fei-Fei Li's spatial-intelligence bet, now a product. Saat Ini Model AI G3 Genie 3Playable generated worlds — training grounds for agents and robots. Saat Ini Model AI TT Test-time Compute & ReasoningThe scaling axis that already rewrote inference demand once. Konsep

Ketentuan kami: setiap tanggal pada entri tertaut adalah target yang dinyatakan oleh pembuatnya, dan diberi label sebagai demikian. Halaman ini mencatat klaim — bukan membenarkannya, dan bukan merupakan saran investasi dalam bentuk apa pun.

Daftar Pantauan

Challenger silicon

The next platform generation

New fabrics, memory and light

New power

Beyond the transformer