Andrew Feldman

Stories

The race to build non-Nvidia AI inference chips

Took Cerebras public on Nasdaq in May 2026, then signed a partnership with AMD in July 2026 to split inference workloads between the two companies' systems

Nvidia still runs roughly four of every five AI chips sold today. In December 2025, Nvidia paid $20 billion to license rival Groq's chip design and hire its founding team. It then built its own inference-only rack from that technology, launched at Nvidia's GTC conference in March 2026.

Updated 2 days ago

Global chip selloff wipes out over $1 trillion as custom AI silicon challenges Nvidia

Money Moves

Positioning wafer-scale chips as a GPU alternative for inference

Chip stocks lost more than $1 trillion in market value on July 28, 2026. Memory maker SK Hynix fell about 14% and Samsung dropped over 10%, pulling South Korea's Kospi down roughly 9%. Nvidia slid more than 5% and briefly handed the title of world's most valuable company back to Apple.

Updated Jul 28