POPA ReconAI Silicon Landscape
AI Silicon Landscape The chip layer of the AI stack, mapped - five tiers from trillion-dollar giants to the challengers being hunted by them. And "hunted" is literal: over the past eight months Nvidia absorbed Groq's LPU tech for $20B, Marvell bought Celestial AI for $5.5B, Qualcomm entered advanced talks for Tenstorrent, and Intel reportedly signed a term sheet for SambaNova. The only one that made it out alive, going public in May at the largest AI-chip listing in history and now trading around $40B - with a $10B OpenAI contract as the anchor. Meanwhile memory quietly became a trillion-do…
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