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AI ASIC part III: Groq, SambaNova, Tenstorrent, Cerebras, Hynix, Intel, Furiosa, Preferred Network, Enfabrica
FUNDA
Alt AI ASICs show pockets of strength, but Nvidia interconnects and CUDA maturity stall meaningful share wins.
Overview
Overall, although the ASICs developed by other third-party companies have their own highlights, they still face a rather severe market environment. On the one hand, these companies need to catch up with Nvidia's interconnect technology in hardware. On the other hand, their software stacks are far from being as mature as the CUDA environment. Therefore, these companies still face significant challenges in the process of catching up with Nvidia's GPUs.
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