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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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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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AWS Trainium2 - Amazon's Cloud Training Chip

AWS Trainium2 - Amazon's Cloud Training Chip

AWS Trainium2 is Amazon's second-generation custom AI training chip, powering EC2 Trn2 instances with 96GB HBM2e per chip and tight integration with the AWS Neuron SDK and SageMaker ecosystem.

Google TPU v6e Trillium

Google TPU v6e Trillium

Google Cloud TPU v6e Trillium specs, benchmarks, and pricing. 32GB HBM per chip, ~1,600 GB/s bandwidth, optimized for Transformer training and inference at cloud scale.

Google TPU v7 Ironwood

Google TPU v7 Ironwood

Google TPU v7 Ironwood specs, architecture, and performance estimates. Google's next-gen inference-optimized TPU with massive memory per chip, announced at Cloud Next 2025.

Groq LPU - Deterministic Inference at Scale

Groq LPU - Deterministic Inference at Scale

Groq's Language Processing Unit (LPU) is a purpose-built inference ASIC that trades HBM for 230MB of on-chip SRAM, delivering deterministic latency and record-breaking tokens-per-second for LLM serving.

Huawei Ascend 910B

Huawei Ascend 910B

Huawei Ascend 910B specs, benchmarks, and real-world performance. 64GB HBM2e, ~1,200 GB/s bandwidth, ~600 TFLOPS FP16 - the chip that trained DeepSeek.

Huawei Ascend 910C

Huawei Ascend 910C

Huawei Ascend 910C specs, benchmarks, and performance analysis. 96GB HBM2e, ~1,800 GB/s bandwidth, ~800 TFLOPS FP16 - China's flagship AI chip under US sanctions.

Intel Gaudi 3 - Challenging NVIDIA on Price

Intel Gaudi 3 - Challenging NVIDIA on Price

Intel Gaudi 3 is a TSMC 5nm AI accelerator with 128GB HBM2e and 1,835 TFLOPS FP8 performance, positioned as a cost-effective alternative to NVIDIA H100 for training and inference workloads.

NVIDIA B200 - Blackwell Flagship GPU

NVIDIA B200 - Blackwell Flagship GPU

Complete specs, benchmarks, and analysis of the NVIDIA B200 - the Blackwell-architecture flagship GPU with 192GB HBM3e, 8 TB/s bandwidth, and up to 9,000 TFLOPS FP8.

NVIDIA GB200 NVL72 - Rack-Scale Blackwell

NVIDIA GB200 NVL72 - Rack-Scale Blackwell

Complete specs, benchmarks, and analysis of the NVIDIA GB200 NVL72 - the 72-GPU rack-scale Blackwell system delivering 1,440 PFLOPS FP4 for trillion-parameter AI training and inference.