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A Memory Shortage Triggered $950B in AI Deals

A Memory Shortage Triggered $950B in AI Deals

Nvidia, SK Group, Samsung and Broadcom signed close to a trillion dollars in AI chip and memory deals in San Francisco, and the memory shortage behind them means someone outside the room ends up paying.

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Guides

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Reviews

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Leaderboards

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Models

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POCKET-35B

POCKET-35B

VIDRAFT quantizes its Darwin-36B-Opus MoE model into a 35B GGUF that runs on stock llama.cpp with no GPU, trading GPQA Diamond score for CPU and phone portability.

Claude Opus 5

Claude Opus 5

Anthropic's July 2026 release prices near-Fable-5 coding and agentic performance at Opus 4.8 rates, doubling Frontier-Bench scores and landing within 0.5 points of Fable 5 on CursorBench at half the cost.

SWE-1.7

SWE-1.7

Cognition's proprietary coding model powering Devin, scoring 42.3% on FrontierCode 1.1 Main at $1.97/task via Cerebras inference at 1000 tokens/sec.

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Qwen3.5-4B

Qwen3.5-4B

Qwen3.5-4B is a 4B dense multimodal model that matches Qwen3-30B on MMLU-Pro and beats GPT-5-Nano on vision benchmarks. Runs on 8GB VRAM, Apache 2.0 licensed, 262K-1M context.

Qwen3.5-9B

Qwen3.5-9B

Qwen3.5-9B is a 9B dense model that outperforms Qwen3-30B on most benchmarks and beats GPT-5-Nano on vision tasks. Natively multimodal with 262K-1M context, Apache 2.0 licensed.

GPT-5.4 Leaked Twice in Codex Repo PRs - Here Is What We Know

GPT-5.4 Leaked Twice in Codex Repo PRs - Here Is What We Know

Two pull requests in OpenAI's public Codex GitHub repo referenced GPT-5.4 before being scrubbed - one adding full-resolution vision support, the other a fast mode toggle. Seven force pushes and a deleted employee screenshot confirm this was not intentional.

Huawei Takes Atlas 950 Global to Challenge Nvidia

Huawei Takes Atlas 950 Global to Challenge Nvidia

Huawei debuts its Atlas 950 SuperPoD at MWC Barcelona - 8,192 NPUs delivering 8 ExaFLOPS - marking its first overseas showcase of the AI supercomputer that directly targets Nvidia's cluster dominance.

AWS Trainium3 - Amazon's 3nm AI Accelerator

AWS Trainium3 - Amazon's 3nm AI Accelerator

Complete specs, benchmarks, and analysis of AWS Trainium3 - Amazon's TSMC 3nm AI chip with 2.52 PFLOPS FP8, 144GB HBM3e, and NeuronLink-v4, powering Anthropic's Claude through Project Rainier.

Etched Sohu - Transformer-Only Inference ASIC

Etched Sohu - Transformer-Only Inference ASIC

Full specs and critical analysis of the Etched Sohu - a transformer-specific ASIC claiming 500K+ tokens/sec on Llama 70B, built on TSMC 4nm with 144GB HBM3E. Bold claims, but no independent benchmarks yet.

Hailo-10H - Edge AI With On-Device LLMs

Hailo-10H - Edge AI With On-Device LLMs

Complete specs, benchmarks, and analysis of the Hailo-10H - a 2.5W edge AI accelerator with 40 TOPS INT4, on-module LPDDR4, and the ability to run LLMs and VLMs on a Raspberry Pi at 10 tokens per second.

NVIDIA Rubin CPX - Inference GPU With GDDR7

NVIDIA Rubin CPX - Inference GPU With GDDR7

Full specs, benchmarks, and analysis of the NVIDIA Rubin CPX - a purpose-built inference GPU with 128GB GDDR7, 30 PFLOPS NVFP4, and 3x faster attention versus Blackwell, targeting million-token context workloads.