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AI Inference Acceleration and Hardware-Software Co-Design

Balancing multi-cloud orchestration, domestic silicon adoption, and inference acceleration frameworks.

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Oct 22, 2026

Latent Space Why AI Compute Comes in Rectangles — Erik Bernhardsson, Modal

Latent Space “2027 might be the year of non-NVIDIA accelerators”—a call he admits he has gotten wrong for five to ten years. AMD is getting good scores on some tasks, and TPUs work well inside Google. He sees better software support as a potential unlock for …

Oct 14, 2026

SemiAnalysis Ep. 038 - Is GLM 5.3 a Mythos-Class Cyber Model From China? (InferenceX)

Kimbo Chen Chinese-chip deployment is a public claim; optimization for a particular supplier remains a hypothesis. The GLM-5 paper claimed day-one adaptation across seven domestic platforms, and Z.ai says OxAlpha/GLM-5.3 Flash ran entirely on Chinese …

Sep 22, 2026

屠龙之术 AI After Entering Production: Where Will Intelligence, Compute, and Chips Go?

屠龙之术 Intelligent-computing systems will split into two tracks: pushing the frontier of intelligence and expanding the supply of intelligence. Capability compute targets the low latency, long-duration stability, and larger effective compute domains required by 10T-parameter models; …

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AI Inference Cost Optimization AI Training Data and Evaluation Benchmarks Frontier Scaling Laws and Superintelligence

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