Tutorial47:01
The AI Hardware Podcast S2E4 // Groq, Etched, Taalas, SambaNova
In this episode, we tackle the "Holy Grail" of current markets: LLM inference at data center scale. Recorded as a technical time capsule just before the news of NVIDIA’s acquisition of Groq broke on Christmas Eve 2025, we dive into the architectural reality of the Groqchip 1 and its 230MB of on-chip SRAM. The conversation explores the polarizing "bet" being made by Etched with their transformer-only Sohu ASIC, the enterprise-grade CGRA approach from SambaNova, and the stealthy "FPGA wizards" at Positron who are already claiming to outperform Hopper systems with high-utilization Intel silicon.
Full link to playlist: https://www.youtube.com/playlist?list=PLpZKwgOOdKTp5k4Aeq3bGNUtTbxhHDhdT
Want to see more from Sally? Check out her recent industry coverage on EE Times: https://www.eetimes.com/author/sally-ward-foxton/?utm_source=ian_youtube&utm_medium=social&utm_campaign=aihardwareshow
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[00:00] The Time of NVIDIA Killers
[01:40] Groq
[12:22] Etched
[19:37] Neuchips
[24:14] SambaNova
[31:48] Taalas
[38:40] Positron
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Ending music: https://www.youtube.com/watch?v=2N0tmgau5E4
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