Hardware & Computing

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Chip architecture, GPUs, quantum computing, custom silicon, semiconductor supply chains

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TitleTypeAuthorDateKey Contribution
Inside the NVIDIA Vera Rubin PlatformTech ReportKyle AubreyJan 2026Six-chip co-designed AI supercomputer platform: 50 PFLOPS FP4 inference, 288GB HBM4 at 22TB/s, 5x improvement over Blackwell
Custom Silicon Inflection 2026: Hyperscaler ASICs vs NVIDIA GPUAnalysisWega Chu, Dylan Patel, Daniel Nishball et al.Feb 2026Deep technical analysis arguing NVIDIA's rack-as-product co-design strategy deepens lock-in despite custom ASIC growth at 44.6% CAGR
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