AI ASIC Specialists

Boutique silicon, custom architectures for non-CUDA AI workloads.

Cerebras, Groq, SambaNova, Tenstorrent, Mythic, Graphcore, and Hailo are the boutique chip designers that bypass conventional GPU architectures for specialized AI compute. They deliver competitive performance-per-watt on specific workloads, wafer-scale training, ultra-low-latency inference, sparse models, analog compute, but struggle with software maturity and general-purpose adoption. Their honest value is for builders willing to tightly couple workloads to fixed-function hardware.