At the 2025 RISC-V Summit, amid debates over cloud scaling and AI cost, DeepComputing CEO Yuning Liang offered a radical view: the future of intelligence isn’t in the cloud at all — it’s already in your pocket. His lunchtime conversation began with iPhones and ended with the death of the operating system. In between, he sketched … Read More
Author: Jonah McLeod
Reimagining Compute in the Age of Dispersed Intelligence
Two Open RISC-V Projects Chart Divergent Paths to High Performance
Up to now the RISC-V community has been developing open-source processor implementations to a stage where they can appeal to system designers looking for alternatives to proprietary Arm and x86 cores. Toward this end, two projects have emerged as particularly significant examples of where RISC-V is heading. One is Ara, a vector… Read More
The Foundry Model Is Morphing — Again
When Morris Chang left Texas Instruments in 1983 to found TSMC, he was not merely starting a new company—he was proposing a new industrial logic. Chang recognized that semiconductor manufacturing had become so capital-intensive that it could no longer survive as just one function inside a vertically integrated company.… Read More
The Butterfly in the Room: How an India Shock Breaks the AI Buildout
India rarely makes the front page of the Western technology press — and when it does, the story is growth. What is happening right now doesn’t fit that story. Since late February, the U.S.-Iran conflict has effectively closed the Strait of Hormuz — the waterway through which roughly half of India’s crude oil and 60% of its natural … Read More
The AI PC: A New Category Poised to Reignite the PC Market
The PC industry is entering its most significant transformation since the debut of the IBM PC in 1981. That original beige box ushered in a new era of productivity, reshaping how corporations and individuals worked, communicated, and created. More than four decades later, the AI PC is emerging as a new category — one that promises… Read More
GlobalFoundries, MIPS, and the Chiplet Race for AI Datacenters
GlobalFoundries’ (GF) acquisition of MIPS in 2025 wasn’t a nostalgic move to revive a legacy CPU brand. It was a calculated step into one of the most lucrative frontiers in semiconductors: AI, high-performance computing (HPC), and datacenters. As Nvidia, AMD, Intel, and hyperscalers embrace chiplet architectures, GF is betting… Read More
Yuning Liang’s Painstaking Push to Make the RISC-V PC a Reality
At Embedded World 2025 in Nuremberg, Germany, on March 11, 2025, Yuning Liang, DeepComputing Founder and CEO walked onto the stage with a mischievous smile and a challenge. “What’s the hardest product to make?” he asked rhetorically. “A laptop. It’s bloody hard… but we did it. You can swap the motherboard, you can upgrade, you can’t… Read More
Rapidus, IBM, and the Billion-Dollar Silicon Sovereignty Bet
Can cash and IBM collaboration put Japan into premier-league chipmaking? Rapidus is betting billions it can.
When Japan announced the creation of Rapidus in 2022, the news was met with a mix of enthusiasm and skepticism. The company would enter the market at a time of escalating demand for semiconductor fabrication capacity to… Read More
Basilisk at Hot Chips 2025 Presented Ominous Challenge to IP/EDA Status Quo
At Hot Chips 2025, Philippe Sauter of ETH Zürich presented Basilisk, a project that may redefine what’s possible with open-source hardware. Basilisk is a 34 mm² RISC-V SoC fabricated at IHP Microelectronics on its open-source 130nm BiCMOS process in Germany. Basilisk, named after the Greco-Roman mythical creature known… Read More
Can RISC-V Help Recast the DPU Race?
ARM’s Quiet Coup in DPUs
The datacenter is usually framed as a contest between CPUs (x86, ARM, RISC-V) and GPUs (NVIDIA, AMD, custom ASICs). But beneath those high-profile battles, another silent revolution has played out: ARM quietly displaced Intel and AMD in the Data Processing Unit (DPU) market.
DPUs — also called SmartNICs… Read More
Intel 18A vs Intel 18A-P: What Is the Difference and Why Does It Matter?