📁 Categories: Semiconductors

Twice the Cost-Efficiency of NVIDIA Blackwell: AMD MI355X Reshapes the AI Landscape with GLM5.2 Benchmarks

As of July 2026, AMD's Instinct MI355X has delivered a seismic shock to the AI semiconductor market. New benchmarks using the GLM5.2 model reveal a throughput of 2626 tokens per second per node, achieving over double the cost-efficiency of NVIDIA’s Blackwell architecture. This shift signals a transition from NVIDIA’s era of absolute dominance to a competitive, multi-polar AI infrastructure landscape.

📅 📁 Semiconductors 👀 38 views
🏷️ #AMD #NVIDIA #MI355X #Blackwell #GLM5.2 #AI Hardware #Cost Efficiency #ROCm #Semiconductor War

Intel’s Comeback Story is Wilder Than It Seems: Reclaiming AI Semiconductor Hegemony through Foundry Supremacy and Next-Gen Process Leadership

As of May 2026, Intel's turnaround has reached a fever pitch. By successfully executing its 'five nodes in four years' roadmap and establishing itself as a premier AI Systems Foundry, Intel is challenging TSMC's dominance and reshaping the global AI chip landscape.

📅 📁 Semiconductors 👀 60 views
🏷️ #Intel #AI Chips #Foundry #18A #High-NA EUV #Semiconductor Strategy